Create Your Report
Log in securely. Sign in to your private cloud environment using your credentials and secure two-factor authentication (2FA).
Your private cloud environment will be set up for you. Access can be restricted to your network and/or specific IP addresses—but most clients prefer to allow secure access from anywhere, anytime.
On-premise environments are also an option—your Tangelo consultant can help you determine the best solution for your needs.
Create a new report from custom templates. Choose the type of document you’re creating from a list of custom templates (e.g., Annual Report, Proxy Statement, Sustainability Report, etc.).
Templates will be created and customized for your business based on your specific use cases.
Build your table of contents. Create the initial structure of your report—adding sections and sub-sections—using our intuitive interface. You can continue to edit this structure as you go.
Assign privileges. Grant role-based privileges to the people you’ll be collaborating with, like content writers, editors, and reviewers. You can also create tasks and assign them to specific users.
Create and edit content elements with the built-in visual editor. Place content elements (e.g., paragraphs, tables, images, highlight boxes, quotes, etc.) in your sections using the intuitive, easy-to-use editor. Tangelo will automatically lay out the pages, intelligently applying your custom graphic design—so you can focus on the content itself.
The type of report you’re creating (and your unique design) will determine what kind of sections you can create. In turn, the types of sections you create will determine what kind of content elements you can add.
Your custom templates will be set up ahead of time, before you start creating the report.
Create preview PDFs and websites. Create PDFs at any time as you edit to see your report with all the styles from your design template applied. You can also preview the website version of the report created from the same source, applied with the styles from your custom web design.
Link and sync tables, graphs, and in-text numbers to your data sources. Use our advanced Excel interface to link cells to your content, including tables, graphs, and numbers in paragraphs or any other element. To update all of these elements simultaneously, simply upload a new version of your spreadsheet and click on the synchronize button.
Your dedicated Tangelo consultant can work with your finance team, HR department, or any other collaborators to help them optimize existing spreadsheets for synchronization.
Add ESEF information, if applicable. Set properties to guide the auto-tagging for ESEF, identifying current and previous reporting period columns, 'containers,' currencies, units, etc. in the financial statements.
Your consultant will work with you to map the 'labels' used in the financial statements to concepts in the ESMA IFRS taxonomy and define any custom labels or preparer extensions. Based on this mapping and the added ESEF information in the report, the actual tagging process is automated.
Build dynamic charts. Create a wide variety of charts in Tangelo based on tables of data, which can be linked and synced to your data sources. Charts in PDFs will appear as vector images, while the same graphics on websites will appear as dynamic, interactive web charts.