Bulk share a report element
Use Bulk Share to create linked copies of a single shared report element across multiple target reporting entities at once. Bulk share is useful when you need to onboard a shared report element across a large group.
Ensure that you have
Share
and Stop Share
permissions. Share the source report element before you use Bulk Share.- Open the source report element.
- Select the ellipsis on the element and selectBulk Share.
- Select any of the following:
- Source financial period
- Template and template version
- Report and report element path
- Review the eligible target financial periods.
- Verify the Bulk Share operation.
- Review the processing results.
ONESOURCE Statutory Reporting (OSR) identifies all eligible target financial periods that match your criteria and creates linked copies in each one. Financial periods that already contain a conflicting linked copy are automatically skipped. OSR processes the financial periods that remain.