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Adaptive Insights
Knowledge and Support - Adaptive Insights

How can I exclude rollup levels and accounts when I export data?

Question

How do I exclude rollup levels and accounts when I export data?

Answer

Manually selecting accounts and levels so that you can exclude rollups when exporting data can be a tedious process.

Exclude_Rollups.gif

If you select NONE on the export screen for levels and accounts, the system will automatically only export data for the child level and account combinations that contain data.

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