10 Rollover Disclosure Management Report in Narrative Reporting
This feature enables you to rollover a report from one period to the next by exporting the original Disclosure Management report and then importing it as a new report. After you import the report, you change the Variable Dates, and Context Dates for the new period. You can then query the newly imported report in Oracle Smart View for Office.
Some considerations when rolling over Disclosure Management reports. Rollover is a standard operation in Disclosure Management, where you can preserve the formatting and XBRL tags in a document. Follow these steps to perform Rollover:
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Create a folder called Export. You can export the Quarterly Filing 2017—Q1 report to the Export folder.
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You can import the same report to a folder called Quarterly Reports, and then rename the report from Quarterly Filing 2017—Q1 to Quarterly Filing 2017—Q2.
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You cannot open two Disclosure Management reports with the same name. After you rollover a document from one period to the next, close the original document before opening the new one.
To roll forward an existing Disclosure Management Report in Narrative Reporting:
Tasks | Perform these Sub Tasks | For More Information |
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Exporting the Quarterly Report in Narrative Reporting Web |
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Exporting the Quarterly Report in Narrative Reporting Web |
Importing the Quarterly Report in Narrative Reporting Web |
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Importing the Quarterly Report in Narrative Reporting Web |
Changing the Taxonomy Template Setting in Disclosure Management Client | Changing the Report Properties Setting:
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Changing the Taxonomy Report Properties in Disclosure Management |
Publishing the Taxonomy Template | Enables you to publish the new taxonomy into the server. | Publishing the Taxonomy Template |
Changing the Taxonomy in Mapping Tool | Changing the Taxonomy affects all existing mappings that are associated in the report. | Changing the Taxonomy in Mapping Tool |
Updating the Context Dates | Changing the context dates affects all existing mappings that are associated in the taxonomy template. | Updating the Context Dates |
Validating the Report | Enable you to perform taxonomy template validation | Validating the Report |
Changing Variables | Changing the variable dates affects all existing mappings that are associated in the taxonomy template. | About Variables |