Report Export and Import

You can use CDM to export a report that has already been created and tagged against a taxonomy. The exported report can then be imported into a different location.

Data Included in Report Export and Import

When you export or import a report, the following types of data can be included from a single report:

Report structure (hierarchy of report objects, object content, and object properties)
Shared status of each report object (shared or not shared)
Report properties
Reference variables
Hyperion Financial Management (HFM) formulas
Data sources, data queries, and query variables used in the report
Query variable overrides
Associations between report objects and data queries
Associations between report objects and data sources, include HFM data source associations
Associations between reports and data queries
XBRL projects associated with the reports, project aspects such as title, units, time periods, entity schemes and identifiers, and XBRL variables and their values
Entry point URIs of taxonomies that are associated with the projects in the report

Data Excluded in Report Export and Import

The following types of data are not included in an exported or imported report:

Reference objects that reference a report object outside the report
Comments
Checklists
Workflow
Snapshots
Users, user groups, and permissions
Audit history (when you import an exported report, the auditable entities such as reports and report objects will receive an audit entry on behalf of the user at the target site)
Checked-out state (when you import an exported report, all report objects will be checked in)
Locked state for reports and report objects (when you import an exported report, the reports and report objects will not be locked, regardless of the locked state of the source report or report objects)
Expiration policies of data sources

Export a Report Created and Tagged Against a Taxonomy

A taxonomy is a description of a multidimensional data store expressed in XML. You can use CDM to export a report that was created and tagged against a taxonomy.

Click the Home tab, then in the Navigation Pane, click Administration.
Double-click Reports. The Reports tab opens in the work area.
From the report list, select the report and click Home > Export.
Complete the steps in the Export Reports wizard.

When the export process is complete, a summary provides the following information:

Number of report objects exported
Number of queries exported
Number of projects exported
Number of taxonomies exported
Name of any reference objects that were skipped
Name of data sources
Name of data queries exported

Import an Exported Report

You can use CDM to import a report that was previously exported.

Before You Begin

Before you import an exported report or set of reports, prepare the following information:

You must know the master encryption password.
You must know which report group will contain the imported report.
You might need to specify how to associate user taxonomies with projects.
- If there is one user taxonomy with the required entry point URI, the import process automatically associates the taxonomy with the appropriate project.
- If there is more than one user taxonomy with the required entry point URI, you must specify which project to use.
- If there is no user taxonomy with the required entry point URI, you must manually import the taxonomy first. For more information, see the topics on adding taxonomies in the CDM XBRL Administration Guide.
You must be prepared to resolve conflicts with XBRL aspects. Some aspects might have names that conflict with existing aspects. For each conflicting aspect name, you must select one of the following options:
- Replace the aspect being imported with the existing aspect. Any items that reference the aspect that is being imported will now reference the existing aspect.
- Rename the aspect that you are importing.
Ensure that the appropriate data source runtime prerequisites are installed on the destination application server. For example, if you are importing Oracle Essbase queries, make sure that you have Essbase runtime installed on the destination application server.

Procedure

Click the Home tab, then in the Navigation Pane, click Administration.
Double-click Reports. The Reports tab opens in the work area.
From the report list, select where to import the report, then click Home > Import.
Complete the steps in the Import Reports wizard.
After the import is complete, make sure that your data connection details, such as server names and credentials, are updated. If your paths are incorrect, your data will not refresh.

When the import process is complete, a summary provides the following information:

Number of reports imported
Number of report objects imported
Number of queries imported
Number of projects imported
Number of taxonomies imported
A list of the imported data sources that you might need to fix later
Name of data sources
Name of data queries imported