To Rollover a dataset:

 

1. In Administration > Manage Datasets > Datasets.

2. Click Add to add a dataset.

3. Type a Name.

4. Select the dataset Type: PROV,or EST PYMT.

5. Select a Fiscal Year from the list.

6. Select a Fiscal Period. For example, you can select FY - FY: full year.

7. Type a Group Rate %.

8. If required by your administrator, type the Case #.

9. Select Rollover for the dataset Transaction.

10. Click Tags or Classes & Subclasses to apply the reporting functionality for the dataset.

a.If you want to apply Tags to the dataset select Tags for the rolled over dataset.

b.If you want to apply Classes & Subclasses to the dataset select Classes & Subclasses for the rolled over dataset.

11. Select a dataset in the Source Dataset drop-down list.

12. Select a dataset in the Prior Period Dataset drop-down list.

13. Select Yes, if the dataset is a Read Only dataset. Otherwise, the default is No and information can be entered into the dataset.

14. Click Next.

15. Choose the components in the Include from the Source Dataset dialog box that you want to include in the rolled over dataset.

The list of components include: Sub-Consolidations, Attachments, Active Workpapers, My Reports, Shared Reports, Report Footnotes, Security Access, Scrunch Temporary Differences, and Copy Notes.

16. Click Save. A message appears asking if you want to refresh the report data.

17. Click Yes.