Creating and Managing Disclosure Management Reports

This topic provides an overview of how to create and manage Disclosure Management Reports in Narrative Reporting. It is not intended as a step-by-step guide, but rather as a general description of the task flow.

To create and manage Disclosure Management Reports in Narrative Reporting:

Watch this overview video to create and manage the Disclosure Management reports.

- Creating Disclosure Management Reports in Narrative Reporting Cloud Video.

Tasks	Perform These Sub Tasks	For More Information
Creating a Disclosure Management report.	In Microsoft Office, open a word document to be used as a Disclosure Management report. Save the Disclosure Management report locally. Note: Ensure that the Disclosure Management report contains required fonts, page layout, and styles within the document.	Creating a Disclosure Management report
Creating a Disclosure Management Report in Narrative Reporting Web Interface.	Create a new folder in Narrative Reporting Library Create a Disclosure Management report Upload the locally created Disclosure Management report in the Narrative Reporting Web Interface	Uploading the Disclosure Management Report
Opening a Disclosure Management report.	Open the Disclosure Management report in Smart View Microsoft Office In the Smart View Panel, newly created library folder is made available to the Disclosure Management users Expand the folder structure, and view the Disclosure Management report that is available for both Disclosure Management and Narrative Reporting Web users	Opening a Disclosure Management Report
Adding doclets to the Disclosure Management report.	Using Disclosure Management Report Manager you can edit and add doclets to the Disclosure Management report	Adding Doclets
Viewing and Managing the Disclosure Management report.	Using Explorer you can view and open the Disclosure Management report and doclets	Navigating Documents in Explorer
Mapping the facts or data to the Disclosure Management report.	Using Mapping Tool you can map the fact values in your doclets to the taxonomy concepts	Navigating the Mapping Tool
Provision the user access roles to the Disclosure Management report.	Using provisioning or Access Control Lists (ACLs) you can grant access to Disclosure Management reports and doclets	Performing Administrative Tasks