Disclosure Studio

Platform Navigation

• Log-In and Manage Your User Account
• Financial Data Modeling (MFDM)
• Report Builder (Disclosure Studio)
• Settings

Manage Financial Data & Statements (MDFM)

• Upload Data
• Add and Manage Financial Structure
• Create and Update Statements
• Reconcile Accounts (Adjustments)

Manage a Report (Disclosure Studio)

• Manage Reports
• Apply Workflows
• Add and Manage the Table of Contents
• Add and Manage Content
• Review and Publish the Report

Start Your Next Report (Roll Forward)

• Disclosure Studio - Configure Rollover Rules
• Disclosure Studio - Rolling the MDFM Forward
• Disclosure Studio - Rolling your Report Forward
• Video - Disclosure Studio - Rolling Your ACFR Forward
• Disclosure Studio - Roll your ACFR Forward
• Disclosure Studio - Roll your Quarterly/Monthly Report Forward