Reports

Reports are Microsoft Word-, Excel-, or PowerPoint- based documents created and maintained in the Certent DM platform. DM Word reports, previously referred to as folios, have functionality related to Report Sections, Linking, and XBRL tagging.

Reports are located within Projects on the Projects Page of the Disclosure Management Console (DMC).

Functions

Click the report cog to access these commands:

• Rename Report
• Copy Report
• Move Report
• Assign Users
• Archive