An entity in XBRL manages the rules for data and provides the context for the instance document.

This section contains the following procedures:

Add or modify an XBRL entity

  1. Open Report Designer. On the XBRLmenu, click Entitiesto open the XBRL Entitiesdialogue box. A list of entities added by the user is displayed.

  2. To add an entity, click New.

    To modify an entity, click Modify.

  3. Depending on whether you are creating or modifying an entity, enter the following information for the entity in the New XBRL Entitybox or the Modify XBRL Entitydialogue box.

    Label

    Description

    Name

    The name of the XBRL entity.

    Taxonomy

    The XBRL taxonomy that is associated with the entity. If the taxonomy that you want to use is not in the list of available options, click Newto open the Add XBRL Taxonomydialogue box. For more information, see Import and maintain XBRL taxonomies .

    Identification scheme: Location

    The web address of the regulatory body.

    Identification scheme: Identifier

    The identifying name or number for the entity that is used by the regulatory body.

    Custom namespace: Location

    The web address of the XBRL entity.

    Custom namespace: Prefix

    A short prefix for your custom namespace. For example, “cl” for “Contoso, Ltd.”

    Enter company and other descriptive information to be included in your XBRL instance document.

    Specifies which labels will appear in rows. Double-click on the XBRL Labelspace to open the Entity XBRL Label Selectiondialogue box. You can also filter the list of options. For more information, see Link to XBRL taxonomies .

Link an XBRL entity to a company

  1. In Report Designer, on the Companymenu, click Companiesto open the Companiesdialogue box.

  2. Select the company to link an XBRL entity to, and then click Modify. If the company to modify is not displayed in the list, click Newand create a new company.

  3. In the XBRL entityfield of the Modify companydialogue, select the name of the XBRL entity to use for the company, or click Newto create a new XBRL entity.

  4. Click OK.

Delete an XBRL entity

  1. In Report Designer, on the XBRLmenu, click Entitiesto open the XBRL Entitiesdialogue box. A list of entities added by the user is displayed.

  2. Select the entity to delete, and then click Delete.

  3. Click Yesto permanently delete the item.

See Also