GET data from and send data to tables and columns added in a financial period

  1. Open the page in the financial period you want to pull table data from, and select
    Export
    .
  2. Next, in Excel, place your cursor in the
    #Ready to pull
    area of the table data you want to pull, then go to
    Workpapers
    ,
    Retrieve Data
    ,
    Retrieve Selected Data
    . You can add additional data in the spreadsheet, if needed.
  3. Place your cursor on the #Ready to push are of the table data, then go to
    Workpapers
    ,
    Send data
    ,
    Send selected data
    to push the new data into the template. New rows get added to the table.
  4. And lastly, go to Statutory Reporting and refresh your page to view the imported information into the table from your Excel spreadsheet.