Copying data for all members

All members' data is copied to the destination version for all included time periods. You must have full read-write access to all members to run this process.

Copying all members is a lengthy process that can impact performance. We recommend performing this process when other users are not using the application or scripting it.

To copy data for all members:

  1. Open the Copy Financial Data page.
  2. From the Version Source and Destination lists, select a source and destination version.
  3. Select All Members to display the abbreviated form.
  4. Click Copy Financial Data.