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How do I generate XBRL in SmartXBRL?

To validate and generate your finished XBRL document, click on the “Validate & Generate XBRL” link on the bottom left of the screen.

generate xbrl

You will see a window allowing you to select which sections of your document that you want to include.

generate xbrl settings

Choosing ‘Select all’ will generate XBRL for all of the tables in your filing. Selecting ‘Customize’ will let you pick and choose which tables you want SmartXBRL to generate into XBRL. When ‘Customize’ is selected, you can pick and choose which tables you want generated by clicking the checkboxes next to the names of the tables.

At the bottom of the window, you will see this set of buttons:

save settings

Select ‘Save Setting’ in order to save any of the choices you made above. You can also generate your XBRL by selecting ‘Generate,’ or generate a PDF of your filing by selecting ‘Get PDF.’

If you have validation errors in any of your tables, they will be listed for you in a pop-up window.  The errors must be fixed before you can generate your XBRL filing.

fix errors

If there are no validation errors, then a dialog box will appear telling you that the XBRL filing has been successfully generated.  To download the filing, right click on “Download XBRL Filing” and select “Save Link As…” or “Save Target As…”

save xbrl


With little effort on your part, we can detail tag your XBRL data quickly and accurately using our revolutionary cloud-based SmartXBRL software. Contact us to get started

   Thank you for helping us with our 1st XBRL filing. You went above and beyond our expectations.  We would not have been able to file on time if it weren’t for you.
- Dena, Magnum Group