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How to generate a regulatory report with XBRL Express

Updated over 6 months ago

Whether you’re submitting a DORA report, EBA ITS, EIOPA filing, or any other regulatory declaration, XBRL Express guides you through each step—quickly, reliably, and with full compliance.

Step 1 — Select your report

From the XBRL Express platform, simply choose the regulatory report you want to create (e.g., DORA – ICT Risk Management, EBA – ITS, etc.).

Each report is automatically matched with the correct taxonomy and reporting format required by the regulator.

Step 2 — Download the template

Download the ready-to-use Excel template. It includes:

  • All required tabs, formatted to match the regulator’s expectations

  • Built-in formulas to ensure internal consistency

  • Pre-validation logic to detect errors and flag inconsistencies early

Step 3 — Fill in the data

You can complete the template in multiple ways:

  • Manually, by entering data directly into Excel

  • With VBA macros already integrated into your systems

  • By importing data from your internal tools (ERP, CRM, accounting software, etc.)

All fields are validated according to the official taxonomy rules—so you catch issues before submission.

Step 4 — Drag and drop into XBRL Express

Once your file is complete, just drag and drop it into the XBRL Express interface.

The platform will:

  • Automatically validate your data

  • Perform all necessary calculations

  • Generate the final report in the required format: PDF, Excel, or XBRL

You’ll also receive a control workbook that includes:

  • Detected errors and warnings

  • Any automatic adjustments

  • Detailed calculations for review

Step 5 — Download or submit

You have two options:

  • Manual download: retrieve your finalized report and send it yourself

  • Automatic submission: plug in your digital certificate, and XBRL Express will send the report directly to the regulator

Why use XBRL Express?

  • Fully automated calculations and file conversion

  • Error-free reports thanks to built-in validations

  • Time saved on every reporting cycle

  • Works seamlessly with your existing tools (Excel, VBA, databases)

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