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Import and export financial reports

You can import and export financial reports into other companies and databases.

Steps to import and export financial reports

  1. Choose the Tell Me feature icon, enter Financial Reports, then choose the related link.
  2. Choose the Import Settings or the Export Settings action. An extensible markup language (XML) file is created for the import or export.

Note

When you import financial reports, all existing records with primary key values that are equal to imported values are deleted.

Work with Financial Reports

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