Skip to content

Knowledge Base

← Back to Knowledge Base Home

FAQ: Can I export a custom Flexible Financial Report to give to my neighboring district?

Can I export a custom report created in the Flexible Financial Report Setup option to give to my neighboring district?

Yes. To export a flexible financial report to give to a neighboring district, go into the Flexible Financial Report Setup option in General Ledger. Then bring up the report to export and select the Options menu and Export Report. When prompted, specify the correct path (drive and folders) for where to export the report; the file name for the exported report will default to Wizard.xml. Give the file (Wizard.xml) to the neighboring district. The neighboring district would then go into the Flexible Financial Report Setup option, select the Options menu, and Import Report; when prompted, select the location of the Wizard.xml file and click Open.

Note: When importing, if a report with the same name already exists, the system will prompt asking to replace the existing file; click Replace to copy over the existing report, click Rename to import the file under another report name, or click Cancel to keep the existing report and not import the new one.