Roll Forward a Report

On the Disclosure Management website, you can use the Rollforward feature to create a new report by copying an existing one. Rolling forward a report enables you to move your report from one period to another with minimal adjustments, maintaining the structure and integrity of your reports across periods.

To roll forward a report:

1. Do either of the following:
   • In the dashboard, click the ellipsis of the report in the Actions column of the file list and select Roll-forward.
   • In the Files tab of the workspace containing the report, click the ellipsis of the report in the Actions column and select Roll-forward.
   • In the details page of the report, click the ellipsis button and select Roll-forward.
2. In the Workspace step of the Roll-Forward wizard, select the target workspace where you want to save the new report. You can search for a workspace easily using the search box. Click Continue.

   

3. In the Report options step, specify the report name and due date, and add a brief description for the report if you want. By default, the old report will be locked. Turn off Lock old report if you choose not to lock it. Click Continue.

   

4. In the Update step, select the filter values to apply in the rolled forward report. Click Continue.

   

5. In the XBRL step, specify whether to roll forward the linked XBRL project at the same time. You can edit the reporting period and fiscal year end for the rolled forward report. Click Continue.

   

6. In the Copy step, review the rollforward summary. Click Copy.

   

7. The rollforward process starts and runs in the background. When the process completes, you can access the new report from the specified workspace.