Filter

To review the XBRLExtensible Business Reporting Language (XBRL) is an XML-based standard for defining and exchanging business and financial performance information., you can use a filter within your DM Word report.

1. Open the Filter Selections window
   • In the Disclosure Management ribbon, click Tool Box > Filters > Create/Edit Filter, or
   • Click the Filter , at the top of the Filters pane on the Report Review tab
2. Select Filter Criteria
   
   Filter Criteria can be combined to yield specific information. For example:
   1. In the Filter Selections window, click the drop down arrow in the Field column, and select one of the listed options as the first desired filter criteria. Approved = no is the most commonly used selection
      • Note that multiple filter selections can be selected in this window using the And/Or operators
   2. Click the drop down arrow in the Value column, and select the desired section. The selection made in the Field column drives which values are available in the Value column
   3. To add another filter, go to the next line in the window. Click the drop down in the Field column. Select Approved. Be sure And is selected in the And/Or column
   4. Click the drop down in the Value column and select No. Click OK
3. Review Filter Results
   • The selections display in the Explorer pane
   • Click each filter result in the Explorer pane. Once a result is highlighted and the Report Section is checked out, it can be approved or a comment can be added a to the tagA tag renders a value in XBRL, made up of an element, a calendar, numeric units and a member, if needed.