How to Export the Hierarchy?
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How to Export the Hierarchy?
- 1 Minute to read
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Article Summary
This article provides instructions for exporting hierarchy structures to Excel. Users can choose from various export formats, Tree, Parent-Child, Level-Based, or Leaf-Level based on reporting needs.
AKA: export chart of accounts, export the CoA structure, export CoA, download hierarchy, export chart of accounts
To export the hierarchy structure in Excel, you can choose from various export options, each providing different details about the hierarchy. Follow the steps below to access and export the data based on your needs.
Navigate to Maintenance > Hierarchy Management.
Under the Hierarchy Selection, select Type, Dimension, and Hierarchy.
Click Apply Selection.
Click More Actions (three vertical dots).
Select one of the following export options:
Export Tree
Note:
The Line Id column contains the IDX code
Export Parent Child
Export Level Based
Export Leaf Level
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