Transcript
Page 1: 18th International XBRL Conferencearchive.xbrl.org/.../files/Preparer-GettingStarted-RivetSoftware.pdf · 18th International XBRL Conference Christy Rohrs Director of Professional

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18th International XBRL Conference

Christy Rohrs

Director of Professional Services

Rivet Software

US Market Readiness

Tools and Services for SEC Filings

Page 2: 18th International XBRL Conferencearchive.xbrl.org/.../files/Preparer-GettingStarted-RivetSoftware.pdf · 18th International XBRL Conference Christy Rohrs Director of Professional

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Create XBRL Instance Document

with Rivet Dragon Tag

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Drag-and-drop XBRL tagging in Excel and Word

Wide range XBRL taxonomy support

Check calculation link bases for inconsistencies

Entry Point Builder to creation extension

taxonomies

Re-use templates for future use

Markup Review Report for tags in a document

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Ability to Select/Deselect reports for your company taxonomy

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•Screen shot

Tagging Income Statement

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XYZ Markup Review

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Easy way to review markup details in a report

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Ability to validate markup and calculations

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XYZ Description

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Create XBRL Instance Document

with Rivet CrossTag

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Convert financial documents into XBRL instance

documents

Drag & drop tagging from PDF, MS Office Excel

and Word

Re-use templates for future use

Multi-user collaboration & document tracking

Validation, Report Preview & Markup Review

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•PREPARER

•Load any document

Type of Source Document

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Source Information

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CrossTag Preview

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Review Instance Document

with Rivet Dragon View

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View XBRL taxonomies and instance documents

Supports display of multiple languages

Export to Excel for further review/analysis

Supports a variety of XBRL taxonomies

Interactive Data Report Viewer

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Underlying XBRL properties

Presents financials and notes in Report View

Page 18: 18th International XBRL Conferencearchive.xbrl.org/.../files/Preparer-GettingStarted-RivetSoftware.pdf · 18th International XBRL Conference Christy Rohrs Director of Professional

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Analyze and Publish Interactive Data

with Rivet Crossfire Analyst

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Drag & Drop Company Information

Compare Data

XBRL Data Library

Calculation Support (Worksheet or Server Level)

Report Publisher (HTML or Excel Format)

Comprehensive Security

Page 20: 18th International XBRL Conferencearchive.xbrl.org/.../files/Preparer-GettingStarted-RivetSoftware.pdf · 18th International XBRL Conference Christy Rohrs Director of Professional

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Designed to make XBRL simple

Confidence

Aggregate and analyze data from virtually any data source

Global Stock Exchanges. . .Traditional reporting tools. . .

Powerful Compatibility

Built on Microsoft Excel

Familiarity

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Page 22: 18th International XBRL Conferencearchive.xbrl.org/.../files/Preparer-GettingStarted-RivetSoftware.pdf · 18th International XBRL Conference Christy Rohrs Director of Professional

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Mutual Fund Analysis

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Financial Statements by Company & Industry

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Crossfire Design Folio

Publish(Current)

Web-Based HTML Report(User can print and drill down to detail transactions)

Excel Workbook(User can view the report offline,

when connected, drilldown is available)

Publish(Future)

•Word

•Microsoft•Reporting•Services

•OLAP•Cubes

PDF Document(User can view & print the report offline)

Publish

(Available from Designer/Excel

2007)

•XBRL

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For more information on Rivet’s XBRL Products, please visit our

website or contact us today.

RivetSoftware.com

720-249-2191


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