Exporting Items

From Explore, only Financial Reporting items have an export option. Export items for the following uses:

  • Locations outside of Planning and Budgeting Cloud Service Workspace. You can import items into a Studio or back into Planning and Budgeting Cloud Service Workspace later. Financial Reporting items can export from testing environments to production environments.

  • For use in Smart View, see Exporting to Smart View for Office.

  To export items:

  1. Select Navigate, and then Explore.

  2. Select File, and then Export.

  3. Navigate to items:

    • From the Look in: list box, select a folder.

    • To filter the list of items, from the Type list, select the file type.

  4. Select the items, and then click OK.

  5. Click Save.

  6. Navigate to the location where you want to save the exported file.

  7. Click Save.