Roll Forward a Report
On the Disclosure Management website, you can use the Rollforward feature to create a new report by copying an existing one. Rolling forward a report enables you to move your report from one period to another with minimal adjustments, maintaining the structure and integrity of your reports across periods.
To roll forward a report:
- Do either of the following:
- On the dashboard, click the ellipsis of the report in the Actions column of the file list and select Roll-forward.
- In the details page of the report, click the ellipsis button and select Roll-forward.
- In the Workspace step of the Roll-Forward wizard, select the target workspace where you want to save the new report. You can search for a workspace easily using the search box.
- Click Continue.
- In the Report options step, specify the report name and due date, and add a brief description for the report if you want. By default, the old report will be locked. Turn off Lock old report if you choose not to lock it.
- Click Copy.
- The rollforward process has started. You can view the progress. When the process completes, you can access the new report from the specified workspace.
Note:
- A user with a Viewer license cannot perform the Rollforward action.
- When rolling forward a report, a copy of all documents and variables scoped for this report will be created at the same time.
- Roll forward to a different workspace may carry the original workflow, including users not in the destination workspace. Remove or reassign the workflow after roll forward.
- Roll forward with a duplicate report name shows a generic error. Use unique names.
- After roll forward, the Open Report Details Page button opens the report itself rather than the report details page.