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anubo User Guide for anuboXBRL Reader and anuboXBRL Analyzer - Add-ins for Microsoft Excel

6. Where to get US-GAAP/IFRS/ESEF iXBRL reports?

The anuboXBRL Reader & Analyzer Add-in comes with several demo reports (IFRS and US-GAAP) so you can explore its features right away.

If you prefer to analyze your own company reports, click Upload report package in Company & Reports and select a .zip or .xbri report package.

anuboXBRL Reader and anuboXBRL Analyzer Basic require the add-in user to manually download iXBRL reports from public filing portals or company websites. Future editions of the Add-in (anuboXBRL Analyzer Classic and Professional) will include integrated data retrieval, allowing direct access to public disclosures without manual downloads.

Below you’ll find the most reliable sources and short step-by-step instructions for both US-GAAP and IFRS/ESEF disclosures.

From the task pane

In Company & Reports, click Get XBRL reports on the Web to open filing portals in your browser:

Download the report package from the portal, then return to Excel and use Upload report package (.zip or .xbri).

Tip: In task pane Settings, the preference Automatically open the download guide when opening SEC (EDGAR) or ESEF portals (enabled by default) opens this chapter in a browser tab when you choose SEC or ESEF from the menu. See also Section 7.1.

US-GAAP Filings (SEC.gov)

Source: SEC.gov | Search Filings

How to Download a Report

  • Visit SEC’s Company Search and enter the company name or ticker symbol.

  • Choose a report (for example 10-K or 10-Q). If “Interactive Data” appears, XBRL data are available — click Interactive Data. Interactive Data is the machine-readable version of company disclosures. The US SEC uses this term.

  • In the displayed report, select the yellow button labeled 10-Q or 10-K in the top-left corner.

  • Open the Menu (top-left) and choose “Save XBRL ZIP file.”

  • In the add-in, click Upload report package and select the downloaded .zip file. The report package contains the structured financial/non-financial data that anuboXBRL analyzes in Excel.

Tip: SEC filings often include multiple reporting periods. Make sure to select the version that matches your desired quarter or year.

IFRS / ESEF Filings (European Issuers)

Source: filings.xbrl.org | Filing Index

How to Download a Report

  • Open filings.xbrl.org.

  • Search for the company you wish to analyze.

  • Click the Download button next to the desired filing to obtain the iXBRL ZIP file.

  • In the add-in, click Upload report package and select the downloaded .zip file.

Tip: The ESEF portal contains filings from numerous European countries — use the filters (year, country, or taxonomy) to narrow results.