B Migrating Reports from Financial Reporting

You can migrate reports created in Financial Reporting to Reports. Please note when migrating, the system will convert as many elements of the original report into the Reports equivalent as possible. However, there are differences between the two solutions, and not all elements exist in both solutions. You may have to modify certain elements after the report has been migrated to produce a report that is equivalent to the original report. See Differences between Financial Reporting and Reports

Note:

  • Books and bursting definitions in Reports were architected differently and have different features than Financial Reporting books, batches, and scheduled batches; therefore, they cannot be migrated to Reports. In Reports, both Books, and Bursting Definitions need to be recreated.

  • Excel workbooks that contain imported or exported fully formatted Financial Reporting reports cannot be connected to Reports and refreshed. Users will need to migrate their Financial Reporting reports to Reports and either import or export the Reports to Excel to use going forward.

In Narrative Reporting deployments, you export reports from Financial Reporting and then import them into Reports.

You can also migrate saved objects (Grids, Text boxes, and Images) from Financial Reporting to Reports. Financial Reporting Chart objects do not contain the chart definition or related grid information; therefore, they are not supported for migration to Reports. Each migrated Financial Reporting object will be migrated to a shared report.

In EPM Cloud deployments, you can migrate either with in-place migration where you can migrate all or individual reports, or by importing Financial Reporting report files that were exported locally from the Explore Repository. Financial Reporting saved objects cannot be currently migrated to Reports.