Manage Report Details

On the Disclosure Management website, users with the Power User or Admin license type can manage the details of a report file by means of :

• Assigning workflow to the report.
• Viewing and updating the status of each workflow milestone.
• Opening the report and its supplemental documents in the desktop application.
• Performing actions to the report and its supplemental documents.
• Adding an XBRL project for the report to set it up for XBRL generation.

Note: Users with the Power User license can only manage details for reports in the workspaces they own. Admin users can manage the details of reports in all workspaces of the organization.

1. From your dashboard or the Files tab in a workspace, click in the report row. The details page of the report displays.

   

2. The panel on the top shows some basic information about the report, such as the report name, the creation date of the report, how many files it references, and the workspace it is saved in. You can click the buttons in the panel to work with the report as follows:
   • Click Open to open the report in your Word application.
   • Click Download and select Publish new version to publish the latest version of the report to a PDF file, or select Last Published to download the last PDF you have published for the report.
   • Click the ellipsis to perform actions.
3. The Outline panel displays the report sections defined via the Lineos DM Word add-in. You can click the Assign button on the report root node or each top-level section node to assign a workflow to the entire report or to the sections respectively.

   To assign a workflow:

   1. In the Assign workflow dialog, select the workflow you want to use from the Workflow drop-down list, where all workflows you have created in the current workspace are listed.

      

   2. When assigning workflow on the report root node, you can specify whether to assign the workflow to the report only or all sections as well. If you select Assign workflow to document and all sections, you can no longer assign separate workflows to the report sections.
   3. Type optional instructions.
   4. Click Assign.
4. The Workflow Status tab in the right box shows workflow details of the selected node in the report outline.

   

   You can update the status as follows:

   • Click Change to apply another workflow.
   • Click the number representing a milestone to switch to that milestone.
   • Click the due date of each milestone to edit the date.
   • Click Edit of the assignees to assign more or other people to the selected milestone. Select Update workflow locally or Push modification to the workflow template based on your requirements.
   • The assignees can update the status once they complete their part. The report owner can click the Force Complete button to complete any stage.

     Tip: The workflow assignees can also change the workflow status while working with the report in the Lineos DMWord add-in.

   • Click the Complete milestone button to finish a milestone when all assignees of the milestone complete their review.
   • When all milestones of the workflow are completed, the Sign off report button displays. Click it to sign off the report.
5. The Supplemental Document tab lists the supporting documents of the report. You can switch between the All, Word, and Excel buttons to show all document types or a specific type only, and perform actions to them.

   

6. In the XBRL tab, add an XBRL project for the report. See Set Up a Report for XBRL Generation.