How to Change the Order of Reporting Periods

If you want your financial statements to display the previous financial year as column one and the current financial year as column two (instead of the other way around which is the default), you can simply reverse the order of the information in the financial statement sheets of your Excel template.

You should not try to achieve this by changing the values in the "properties" column of the reporting periods in the General Data sheet, as this will cause an error in the XBRL layer after you convert your report to iXBRL/ESEF.

How to Reverse the Order of Reporting Periods in the Excel Template

If you want to reverse the order of reporting periods in your ESEF file, you need to first make the corrections in your PDF design. How to do this depends on the software you use to create the PDF version of your annual financial report. Afterwards, you need to make the same change in the Excel template you use for conversion by following the instructions below.

  1. Open the Excel template you use for conversion and navigate to the financial statement you where you want to change the order of reporting periods;
  2. Click the column which includes reporting period 2 making sure the entire column is selected before you right click the column and select "cut";
  3. With the column containing reporting period 2 cut, you simply need to select the column including reporting period 1, before you right click and choose "Insert Cut Cells";
  4. After you click "Insert Cut Cells" the cut period 2 will now appear before period 1. After you have made the change, you need to make sure the same change to the order is made in the PDF version of your AFR;
  5. Repeat steps 1-4 for each financial statement where you want to reverse the order of the reporting periods;
  6. If you want to have multiple reporting periods appearing in this order, you simply need to go through the same steps but instead choose to cut the column with reporting period 3 and inserting it on top of the column with reporting period 2 etc.;
  7. When you are finished we highly recommend you test your change by uploading the Excel template to the ParsePort XBRL Converter. If everything was done correctly, you will receive no errors after conversion.