Using document.type-index to filter results

[Timur Mirzaev]

Hello!

The problem I have is that for fiscal years 2019 and EARLIER when I pull Cash Flow statement data, I get only full year result, rather than, say 1H or 3QCUM.

Here’s an example of my query:

https://api.xbrl.us/api/v1/fact/search?&entity.cik=0000320193&period.fiscal-period=1Q,1H,3QCUM,Y&concept.local-name=PaymentsToAcquirePropertyPlantAndEquipment&fact.has-dimensions=false&fact.ultimus=true&report.document-index=1,2,3,4,5&fields=report.period-end,entity.name,period.fiscal-year.sort(DESC),concept.local-name,fact.numerical-value,period.fiscal-period.sort(DESC),report.id,report.sec-url,fact.offset(0)

This does not seem to be a query-related issue, I believe, as the initial fiscal periods DO show the required periodic data.

Would appreciate a help on that.

Regards,
Timur

[David Tauriello]

Hi Timur – thanks for writing; the query is using report.document-index. Generally, this filter is paired with report.document-type so you can get the corresponding data (ie. report.document-type=10-K&report.document-index=1,2,3 will return the three most-recent 10-K reports without any amended filings).

Without specifying a report.document-type, the results may be inaccurate.

If you remove the report.document-index filter from your query, you should return all values for the entity and concept.

[Timur Mirzaev]

Hi, David

Thank you very much for your response. This definitely helps and does return all the values! Unfortunately for me, it retrieves even more data that I need (let alone if other concepts are added). Since I cannot use document-index, is there any other way I could limit how many years of data are being retrieved?

[David Tauriello]

Hi Timur – seems like period.fiscal-year (comma-separated, like you were doing with document.type-index) might be a better option, since you’re looking by year.

The online documentation lists all available parameters for fact (and other endpoint) searches: https://xbrlus.github.io/xbrl-api/#/fact/getFactDetails

[Timur Mirzaev]

Hi, David

That resolves the issue (I also retrieve the latest fiscal year to dynamically adjust my period.fiscal-year series)!
Thank you very much indeed for your time and assistance.

Regards,
Timur

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