Exporting Reports

When you export a Disclosure Management report, all information related to the report data is collected into the one package and saved to a .ZIP file. The .ZIP can be used for the Report Import procedure.

The report data saved in the package contains the following data:

Server data
- Report descriptor
- Doclets
- Contexts
- Units
- Concept, Dimension, Tuple document-level mappings related to the report
- Data Source Mappings
Client data
- Microsoft Office Word or Excel report file
- Microsoft Office Word or Excel doclet file
Additional metadata information:
- version of the Disclosure Management product where the Export procedure was performed
- other metadata that describes a structure of the package

To export a report:

Open the report in Microsoft Word or Excel, and then connect to the Disclosure Management server.
From the Disclosure Management ribbon, select Export.
The Export Report screen is displayed.
In the File Name field, enter the .ZIP name and click Save.