ESEF Trail

Learn how to tag your ESEF report

In this trail, we'll provide you with the knowledge to properly tag and export an ESEF report. We will cover topics such as:

• Activate ESEF reporting and change settings
• CtrlPrint XBRL Tagger overview
• Apply tags and roll forward – Primary Financial Statements
• How to roll forward Textblock Tags
• How to create extensions
• Calculations and SignLogic
• Apply tags to Changes in Equity
• Inline validations
• Apply TextBlock Tags with CtrlPrint Frames
• Add Layers, TextBlock tags and String tags
• How to tag with two taxonomies
• How to create continuations and how to rearrange them
• How to parse semantically in the notes section
• How to create and download an ESEF report
• Final validations
• Digital Filing (only for Swedish companies)
• How to use the CtrlPrint ESEF best practices
• Quiz - Test your knowledge

• Estimated time for this trail: 60 min

Activate ESEF reporting and change settings

Discover the essential steps to take before applying tags with ESEF Reporting. Ensure proper settings to avoid any hiccups along the way.

Written step-by-step instructions

• Activate ESEF Reporting
• Set tagger project settings

CtrlPrint XBRL Tagger overview

Familiarise yourself with the interface of CtrlPrint XBRL Tagger, learning how to navigate through the sections and access the tools efficiently.

Apply tags and roll forward – Primary Financial Statements

In this tutorial, you will learn how to tag your financial statements. We will also demonstrate how to efficiently reuse tags from previous reports.

Written step-by-step instructions

• Abstract tagging
• Edit abstract tag
• Cell tagging
• Cell properties

How to roll forward Textblock Tags

Learn how to efficiently roll forward Textblock tags from previous reports using two simple methods, ensuring your tags are up-to-date and consistent.

Written step-by-step instructions

• Rolling forward Textblock Tags

How to create extensions

A quick step-by-step guide on how to create extensions and add anchors.

Written step-by-step instructions

• Creating an Extension

Calculations and SignLogic

Learn how to apply calculations, and how you can use SignLogic to make sure that you are reporting the correct numbers.

Written step-by-step instructions

• Add a Calculation
• Understanding SignLogic

Test your knowledge Part 1/3

We want to ensure you have the best learning experience possible. That's why we've designed this quiz to help you solidify your new knowledge. Please answer these questions to confirm that you've gained the most critical insights from the first section of this trail.

Apply tags to Changes in Equity

The table for changes in equity differs a lot from the other tables in the financial statements. In this tutorial we will show you how to this works.

Written step-by-step instructions

• Apply member tags and line item tags to Changes in Equity

Inline validations

Learn where and how to validate your report and how to navigate through the messages.

Written step-by-step instructions

• Validating Your Document: Errors vs Information vs Warnings

Test your knowledge Part 2/3

Let's put your freshly acquired knowledge to the test and delve into the second segment of the ESEF quiz.

Apply TextBlock Tags with CtrlPrint Frames

Learn how to apply TextBlock tags using CtrlPrint Frames.

Written step-by-step instructions

• Textblock Tagging with CtrlPrint Frames

Add Layers, TextBlock tags and String tags

In this tutorial you will learn how to add new layers for more granular tagging, and also how you can apply TextBlock tags and String tags.

Written step-by-step instructions

• Using layers
• Textblock Tagging and continuations

How to tag with two taxonomies

In this tutorial you'll learn how to tag with two taxonomies in one report.

How to create continuations and how to rearrange them

Explore the process of creating continuations and learn how to rearrange them if they are unintentionally placed in the wrong order.

Written step-by-step instructions

• Textblock Tagging and continuations
• Changing the Order of Elements in a Continuation

How to parse tables semantically in the notes section

The revised guidance 2.2.6 of the ESEF Reporting Manual (Update August 2023) states that ‘information that is contained in tables in the human readable report is meaningfully transcribed in the extracted tagged information.' This implies that if a table is included in a text block tag, a minimum presentation needs to be included. The way this is handled in the CtrlPrint XBRL Tagger is by semantically parsing the tables in the notes. Watch this tutorial to see how this is done.

Written step-by-step instructions

• How to Parse Tables Semantically in TextBlock Tagging

How to create and download an ESEF report

A step-by-step guide on how to create and download an ESEF report.

Written step-by-step instructions

• Create ESEF report
• Download ESEF report

Final validations

Before submitting your report you need to make sure there are no validations that you need to amend. In this tutorial you will learn where to find the validations.

Written step-by-step instructions

• Troubleshoot Tagger Validation Errors

Digital Filing (only for Swedish companies)

Submit your ESEF Report to Bolagsverket with CtrlPrint Digital Filing. This is a feature that is only relevant for Swedish companies, therefore this tutorial is recorded in Swedish.

Written step-by-step instructions

• Submit your ESEF Report to Bolagsverket with CtrlPrint Digital Filing

How to use the CtrlPrint ESEF best practices

For you to get the most out of our ESEF Best Practices, we have recorded this introduction to help you navigate through the content.

Written step-by-step instructions

• Download the overview PDF
• Read the full Best Practices document

Test your knowledge Part 3/3

Congratulations! You have reached the end of the ESEF Trail. Now, let's commence with the final ESEF Quiz to ensure you've garnered the most crucial insights.