Migrating Financial Reporting in Narrative Reporting
You can migrate reports and saved objects created in Financial Reporting to Reports by exporting them from Financial Reporting and then importing them into Reports. When the reports and objects 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 and objects that were created in Financial Reporting EPM Cloud, and on-premises version 11.1.2.4 and later.
Exporting Reports
You can export reports and saved objects 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 export a single saved object, the object is exported to its
native file format: ROG (grids), ROI (image) or ROT (text box). When you extract
multiple reports and/or saved objects, they are extracted to a
Reports.ZIP
file. Financial Reporting Chart objects do not contain
the chart definition or related grid information, therefore they are not supported
for migration to Reports.
To export reports and objects from Financial Reporting:
-
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 and objects 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 and objects that are available to be migrated
-
-
From the repository, select File, then Export.
-
Select the reports and objects that you want to migrate, and then click OK.
-
Select Save File, and then click OK.
-
Browse to a location to save the file, and then click OK.
The reports are saved in a
DES
(for reports) orRPT
(for snapshots) file, the objects are saved to their native file format of either ROG, ROI, ROT, orReports.ZIP
for multiple reports and objects.
Importing Reports
To import Financial Reporting reports and objects into Reports: