Exporting Artifacts

The Financial Reporting artifacts that can be exported from the repository to reports, books, and Microsoft Office:

  • Dynamic reports (*.des)

  • Snapshot reports (*.rpt)

  • Books (*.kbk)

  • Snapshot Books (*.kbt)

  • Batch files (*.bch)

  • Grids (*.rog)

  • Charts (.roc)

  • Images (*.roi)

  • Text (*.rot)

  • Row and Column templates (*.ros)

From Explore, only Financial Reporting artifacts can be exported. Users can export Financial Reporting document definitions to the local file system to import into Planning and Budgeting Cloud Workspace. For example, users can export Financial Reporting items from testing environments, and then import them to production environments.

  To export artifacts:

  1. From Explore, select the item to export.

  2. Select File, and then Export.

  3. To navigate to artifacts:

    1. From Name, double-click the file or folder to open.

    2. From Look in, select a folder.

    3. To filter the artifact list, click the arrow in Type, and then select the file type.

  4. Select the artifacts to export, and then click OK.

  5. Click Save.

  6. Navigate to the location for the exported artifacts, and then click Save.