Automate Your Reports: A Step-by-Step XBRLizer Guide Making financial reports can take a lot of time. Many companies now use XBRL. This is a special digital language for business reporting. It helps machines read your data easily.
This guide will show you how to use XBRLizer. This tool helps you turn your spreadsheet numbers into official XBRL files automatically. What is XBRLizer?
XBRLizer is a software tool. It takes your financial data and tags it. These tags act like digital labels. For example, a tag tells a computer that a specific number is your “Net Income.” This makes your reports ready for regulators and banks. Step 1: Prepare Your Data You must start with clean data. Use spreadsheets: Put your financial numbers into Excel.
Organize rows: Keep your balance sheet and income statement clear. Check numbers: Make sure all totals match before you start. Step 2: Choose Your Taxonomy
A taxonomy is a digital dictionary. It holds all the official tags for your industry. Open XBRLizer: Start the program on your computer.
Select dictionary: Choose the standard dictionary for your country.
Load rules: The tool will load the correct rules for your report. Step 3: Map Your Data
Mapping connects your numbers to the correct digital labels. Link cells: Select a cell in your spreadsheet.
Pick a tag: Match that cell to a label in the XBRLizer dictionary.
Save templates: Save this map so you can use it again next month. Step 4: Validate Your Report
Errors can cause big problems with regulators. XBRLizer checks your work for you. Run checker: Click the validation button.
Fix errors: Look at the error list if numbers do not add up.
Clear warnings: Fix any green or red flags until the report is clean. Step 5: Export and Automate
Now you are ready to create your final file and automate the future.
Export file: Save the final document as an .xbrl or .inline file.
Set schedule: Use the automation settings to link your live database.
Run automatically: Set XBRLizer to update the tags every time your Excel data changes.
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