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This article applies to:

  • Product: ONESOURCE Statutory Reporting
  • Subject: Reports

Share report element

The
Share Report Element
 lets you share a report element from 1 reporting entity and create a linked copy in another reporting entity. When you update the source element, it automatically reflects the change in all linked copies.

What is
Share Report Element
?

The
Share Report Element
 lets you share a report element from 1 reporting entity — the source. It then creates a linked copy in another reporting entity — the target. When you update the source element, ONESOURCE Statutory Reporting (OSR) automatically syncs the change across all linked copies.
note
Use
Share Report Element
 only with reporting entities. Don't use this element with organization templates.

When to use the element

Use the
Share Report Element
 when:
  • You want to finalize accounts without applying a template update that could introduce unintended changes during a critical stage.
  • You want to maintain similar wording across entities that use different organization templates. Us this when a common template update is impractical.
The
Share Report Element
 helps maintain specific content across entities without applying a full template update.
important
Manage changes to disclosures, wording, notes, and policies that apply across multiple reporting entities through organization templates whenever possible.
  • Don't use
    Share Report Elements
     as a substitute for organization template updates or to merge multiple reports.
  • Limit the number of linked report elements. Linking numerous amounts of report elements can adversely affect performance.

Report element definitions

  • Share Report Element
     — Mark a report element as the source.
  • Stop Sharing
     — Remove the shared status. OSR also disconnects all linked copies in target entities.
  • Link Report Element
     — Add a linked copy of a shared report element to a target entity.
  • Unlink from Shared Report Element
     — Disconnect a linked copy from its source.
  • View Source of the Linked Report Element
     — Trace the linked copy back to its source.
  • Relink
     — Re-establish or refresh the link after a roll-forward, template update, or period reopen.
  • Resume
     — Reopen a closed financial period and resume synchronization.

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