Exporting Consolidation Journals

You can export Consolidation journals and journal groups from an application for backup purposes. Any user with User role and above can export journals, but only if they have write/read access to the dimension members. For any line in the journal where a user has None access to a member, the data is blank for that line.

You select Consolidation, Scenario, Year, Period and View dimension members for the journal export. You can also select the journal status and type to export.

When you export journals, all journals are exported. You cannot select to export individual journals.

When you export journals, they are saved to an ASCII file that supports multibyte character sets (MBCS). By default, journal files use the JLF file extension. After you export journals, you can view and modify the journal information in a text editor.

The workflow history is not included when you export journals. To see the journal workflow history, you can export journals using Migration.

To export Consolidation journals:

1. On the Home page, click Consolidation Journals, then click Manage Journals.
2. From the POV, select the Consolidation, Scenario, Year, Period, and View members for which to export journals.
3. From the Actions menu, click Export.
4. Select the target location of the export file:
   • Local—Saves the export file to a location on your local computer.
   • Outbox—Saves the export file to the server.
5. Select the journals to export.
6. For File Type, select an option:
   • Comma delimited—Creates a comma-delimited .csv file.
   • Tab delimited—Creates a tab-delimited .txt file.
   • Other—Creates a .txt file. Enter the delimiter character that you want to use in the export file.
7. From Status, select one or more of these options:

   • Working

   • Posted

   • Submitted ( if workflow is enabled)

   • Approved (if workflow is enabled)

8. Optional: To filter journals by Data Source, select a Data Source member.
9. Optional: To filter journals by Currency, select a Currency, or select All.
10. Optional: To filter journals by Balance Type, select Balanced or Unbalanced. This option is only available if Unbalanced Journals is enabled.
11. If the selected location is Local:
    1. Click Export.
    2. Select the location to save the file and then click OK.
12. If the selected location is Outbox:
    1. Click Save as Job to save the export operation as a job, which you can schedule to run immediately, or at a later time.
    2. Enter a job name and click Submit.
    3. To export the file, click Export
    4. Select the location to save the file and then click OK.
13. You can view the export status in the Jobs console. On the Home page, click Application, and then click Jobs.