Finding Concepts, Dates, and More

You can use Locate in Wdesk to find concepts, audit notes, dates, or units in a document. After you find items, you can then filter, search, and export the results.

Searching a Document

To search a document, open your document and make sure XBRL is turned on. On the XBRL tab, click Locate, then select the item to search for.

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When the search is complete, you can view results in the Notifications panel at the bottom of the window.

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Filtering the Results

From the Notifications panel, use the column filters to search or narrow the results. Then select the checkbox for the items you want to view or enter a term in the search box. To sort results by the data in that column, click Ascending or Descending.

When you are done searching for and selecting items, close the Filters dialog box to see the updated the filter results.

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You can set filters on multiple columns. Each column that is filtered has a blue filter icon.

To display all of the results, click Reset Filters.

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Locating a Result

To open the result in the document, in the Location column, click the name of the location. A tree view of its location also appears in the Location Finder panel on the left.

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Expand the tree to display the outline section in the document and then click the link to go to the element in the document.

Exporting Locate Results

To export the reports from the notifications panel, you can copy the results to the clipboard and paste the results into a spreadsheet program.

In the Notifications panel, with the XBRL Locate results showing, filter the results so that they show only the ones you want to store in a spreadsheet.

Click Copy Results to Clipboard. Open your spreadsheet (or other) program, then paste the results from the clipboard into the spreadsheet or document.

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Clearing Locate Results

After you’re done with the information you collected through the Locate tool, you can clear the results.

In the Notifications panel, click the Clear These Results icon.

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