Importing a File

Use this procedure to import a Financial Reporting file.

Note:

Only one file at a time can be imported.

  To import a Financial Reporting file:

  1. From Explore, navigate to the folder where you want to place the artifact.

  2. Select File, then Import, then Financial Reports.

  3. Browse to the file you want to import.

  4. Click Import.

  5. Optional: If you import an artifact that uses a data source connection you are prompted to select it.

  6. Optional: Enter a description, and click Finish to complete the import without specifying any advanced options, or click Next to set advanced properties. If you select Finish, skip the following steps.

  7. Click Next.

  8. Enter Advanced properties:

    • For information, search on “Advanced Properties” for All products.

  9. Complete Permissions:

    • For information on setting Permissions, search on “Advanced Permissions” for All Products.