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Tag Review: Managing your Notes to Financials Data from Quarter to Quarter

Easily find and update your tags with the Tag Review experience.

Updated this week

Notes to Financial values such as dates, company names, and numeric values typically change from one reporting period to the next. Instead of navigating page-by-page in Notes to find and update them, Roll Forward Tags and Tag Review gives you a single view of all tagged values across your Notes to Financial statements and other text boxes in the statement.

Tag Review

To help you better manage the Roll Forward Tags, Smart Dates, and Smart Tags across your statement, Gain offers a review experience to view and update your existing Tags.

Benefits include:

  • Faster updates: Quickly locate all tagged values that need review for the current period.

  • Improved accuracy: Ensure every tagged value has been updated consistently across your notes.

  • Simplified collaboration: Give your team a single place to review text that changes frequently.

Note: Smart Tags is a Premium Feature. Learn more here!

This view compiles all tagged values from every section of your notes into one list, showing their location, content, and last edited date. This view also includes other text boxes throughout your statement that utilize Tags.

To find the Tag Review screen:

  1. Navigate to a company's statement

  2. Click on the statement action menu

  3. Click on “Tag Review” in the menu

How to use the review experience:

  1. Search for a Tag, value, note content or note name using the search box at the top.

  2. Filter by disclosure state setting

  3. Filter by tag type (Roll Forward Tag, Smart Dates, and Smart Tags)

  4. Click “Open” to navigate directly to the note to update.

  5. Use the “Refresh” button at the top to see your updates.

Best practices

To get the most out of Tags and Tag Review:

  • Tag thoughtfully. Focus on recurring data points that change each period, such as dates, numeric values, and names.

  • Review early. Open the Tag Review page before your next update cycle to plan which values need attention.

  • Verify updates. After updating your notes, return to the Tag Review page to confirm that all tagged values have been updated.

  • Collaborate. Use the Review page during internal reviews to give your team visibility into what’s been completed or still needs attention.

☝️ Note: Roll Forward Tags, Smart Dates and Smart Tags visual treatments are visible only within Gain and do not appear in print or exported formats.

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