Exporting Note Templates

To export one or more Note Templates to a ZIP file:

1. From the Narrative Reporting Home page, select Notes to open the Notes Manager.

2. Do one of the following:

   • Select a single Note Template, then click the Actions icon, and then select Export.

   • Select multiple Note Templates, then click the Gear icon, and then select Export.

3. Choose a destination folder for the export file.

4. Optionally to include all Notes related to the Note Template, select Include Notes option

5. Click OK.

   The export process will run in the background. Check Messages to view the notification once the export is complete.

   Note:

   The "Export Process Status <date/time>.txt" file, which is generated in the My Library folder after the export, lists the status for each Note Template and Note export.

   For example:

   The export process initiated by admin started on Jun 11, 2021 9:13:37 AM and was completed on Jun 11, 2021 9:13:38 AM.

   The details are below.

   Artifact Jan,340000,FY18,Total Entities,TV of type Note was successfully exported.

   Artifact Jan,340000,FY18,Total Entities,DV of type Note was successfully exported.

   Artifact Jan,340000,FY18,Total Entities,AS of type Note was successfully exported.

   Artifact Performance Summary of type Note Template was successfully exported.

   Artifact Jan,340000,FY18,Total Entities,TV of type Note was successfully exported.

   Artifact Jan,340000,FY18,Total Entities,DV of type Note was successfully exported.

   Artifact Jan,340000,FY18,Total Entities,AS of type Note was successfully exported.

   Artifact Variance Summary of type Note Template was successfully exported.

6. Download the export file from the Library to your local file system by clicking on the export file name.