Migrating Financial Reporting in Narrative Reporting

You can migrate reports created in Financial Reporting to Reports by exporting them from Financial Reporting and then importing them into Reports. When the reports are imported into Reports, the system converts the Financial Reporting elements to the Reports equivalents where available. See Differences between Financial Reporting and Reports.

Note:

You can migrate reports that were created in Financial Reporting EPM Cloud version 17.10 or later, and on-premises version 11.1.2.4 and later.

Exporting Reports

You can export reports from Financial Reporting one at a time, or in bulk. When you export a single report, the report is extracted to a DES (for a report) or RPT (for a snapshot) file. When you extract multiple reports, they are extracted to a Reports.ZIP file.

To export reports from Financial Reporting:

  1. Perform an action:

    • From an Enterprise Performance Management cloud service that supports Financial Reporting (for example, Planning Modules), select Navigator, and then Explore Repository to view the Financial Reporting reports that are available to be migrated.

    • From an on-premises Enterprise Performance Management Workspace instance, navigate to the Explore module to browse the Financial Reporting reports that are available to be migrated

  2. From the repository, select File, then Export.

  3. Select the reports that you want to migrate, and then click OK.


    screenshot shows the export dialog box with the Account Summary and Balance Sheet - Forecast reports highlighted to export.
  4. Select Save File, and then click OK.

  5. Browse to a location to save the file, and then click OK.

    The reports are saved in a DES (for reports) or RPT (for snapshots) file, or Reports.ZIP for multiple reports.

Importing Reports

To import Financial Reporting reports into Reports:

  1. In Narrative Reporting, navigate to the Library.

  2. In the Library folder, click Actions, and then select Import.

  3. In the Import dialog box, perform the following actions:

    1. In File, select Local.

    2. Click Browse, and locate the DES, RPT, or Reports.zip file on your local machine.

    3. Select the location to import the report to.

    4. Click OK.


    screenshot shows the import dialog box with the settings described in this step
  4. Click OK on the message that the import is running.

  5. To see the results of the import, click Actions, and then select Refresh.

    The migrated reports are displayed. Click the name of a report to open it in Reports.

    Note:

    Reports restricts report names to 80 characters. Any report names longer are truncated.