Copy and Roll Forward a Report in Disclosure Studio

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1. Copy a Report
2. Roll Forward a Report
3. Troubleshooting
4. Frequently Asked Questions (FAQs)

Copy a Report Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Step-by-Step Instructions

1. From within a report, click the Copy icon next to the report title.
2. You will see a green validation message if successful and the copy of the report will open immediately.
3. Click the report title to rename the report as needed.

Roll Forward a Report Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Step-by-Step Instructions

1. To access the Roll Forward process, head to Settings.
2. Select Roll Forward to begin.
3. Select the report to Roll Forward and select Next.
4. The Current period will reflect any periods of data in the report. In the Next Period column, select the Period to map to in this fiscal year's report. Click Next to move forward. 
   • Note: If you have multiple periods of data referenced, map for each year of data.
5. Review the report variables in this report. Edit the period variables and other variables as needed. Click Next when ready to move forward.
6. On the next step, If you have added rollover rules to manual tables, decide to run the rollover for all tables during this process or skip it and manually rollover while editing the report. Click Next when ready to move forward.
7. On the final step, review and confirm all Roll Forward selections as needed. Select the Edit (Pencil) icon to make any changes to a section.
8. Important: Edit the name of the new report in the Report Details field to ensure others know it is this fiscal year's report. 
9. As a default, all workflow steps will be reset as part of a roll forward. Toggle this option off to keep workflow steps at their current state in the new report.
10. Click Execute Roll Forward to create the new report.

Note: You will see a notification that the roll forward process was initiated and the selected report will be ready for use. 

Troubleshooting

Issue: Users are unable to copy the report.

Solution: Check to ensure that the user (or a group the user is in) has the permission to Copy the report in Settings > User Management.

Issue: Pages or other content did not copy over correctly.

Solution: Try to copy the report again and archive the copy with errors. If this does not work, please contact our Support team to help troubleshoot. 

Frequently Asked Questions (FAQs)

Q: How do I change the name of a copied report?

A: Within the report, double click on the name of the report. Edit the name as appropriate and select the checkmark to confirm the changes. 

Q: I made a copy of the report, but no longer need it. Can I delete it?

A: You cannot delete the report, but you can archive the report. Learn more: Article.

Q: What do the report variables for names for the periods mean? 

A: The period referencing report variables are named as follows:

• CY = Current Year
• PY = Prior Year
• PY - # = Prior year minus that number of years
• CY + 1 = Next Fiscal Year (in relation to the report's current year).

Q: Can all report types be rolled forward simultaneously?

A: No, each report type must always be rolled forward separately.

Q: Does rolling forward a report automatically preserve a backup copy? 

A: No, rolling forward overwrites the selected report as part of the process. A report copy must be created manually before rolling forward to keep an archived static version of the previous year.