Export Reports
In CDM, you can export a report that was created and tagged against a taxonomy.
To export a report from CDM, click on Administration. Double-click on Reports. You can also view the Reports screen by going to File > Administration, and then clicking on Reports. Click on the Report, then on the Home ribbon, click on Export. You'll need to set a password, and share that password with whoever will be opening the report. Click Next. If there's a Project associated with the report, select the box to export it as well. That way you won't leave behind your XBRL. Click Finish. In the bottom right, you'll see when the process is complete. Click on it, then click on the Save icon. Chose the location for the file, adjust the name as needed, and click Save. To see the export summary, click on the Open icon. Inside of the zip file is the .cdm file, and a folder including the XBRL files.
Required Permission
To export reports, you should have the following permission allowed:
Report Permissions > Report Generation > Export Report
Export a Report
To export a report, including the associated XBRL if applicable:
- In CDM, navigate to File > Administration > Reports.
- In the work area, locate the report you want to export, then click Home > Export.
- Enter and confirm a password. Click Next.
- Check the box to include the project (XBRL) with the report, if appropriate.
- Click Finish. The status of the process is shown in bottom right of the screen. This process may take some time depending on the file size.
- On the status bar, when the process is complete, next to Export Report, click Save.
- Choose the location and name to use for the file, then click Save. A standalone report will export as a .cdm file. If an XBRL project is included, the exported file is a .zip file, which includes the .cdm file, as well as a subfolder with the set of XBRL files.
Items Included with Export
- 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) and Oracle EPM Financial Consolidation and Close Service (FCCS) 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.
Items Not Included with Export
- 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.
Disclaimer
For Support to investigate this issue further, we may require copies of your files (such as your report, project, database, or generated documents with supporting files), which may contain confidential data, PII, or non-public information. Please note that to ensure a proper and timely resolution of this matter, this investigation may require that this data be shared with other internal teams in Certent such as Product Development, Product Management, or Quality Assurance teams.
By providing a copy of these files, you understand that this data may be shared internally, grant us approval to do so, and acknowledge that you have been granted the authority to provide the approval to do so on behalf of your company.