How to Export a Reclassification

The Export button offers two options:

• Summary Report: Select this option to export a report that gives an overview of all journals.

• Detailed Report: Select this option to export all line items within a selected reclassification journal.

  

How to Download Detailed Report and Summary Report?

To download the detailed report and summary report, do the following:

1. Navigate to Consolidation and open the Consolidation Control Panel. The Processes tab appears.

2. Click Reclassifications under the Processes section to display the Reclassifications grid.

   

3. To export a Summary Report, click the Export > Summary Report. This downloads a summary of all reclassification journals.

   

4. To export a Detailed Report, select a reclassification journal from the grid, then click Export > Detailed Report.

   Notes:

   • A reclassification journal must be selected to become active for the Detailed Report option.

   • Only one journal can be selected at a time. The detailed report will include all line items for the selected journal.