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Adaptive Insights
Knowledge and Support - Adaptive Insights

Why is the Option to Include Account and Level Rollups not Available?

Question

I'm exporting our budget to import into our accounting software and would like to exclude account and level rollups. However, it looks like if I select a set of accounts or levels in the filter, that overrides the checkbox to not include rollups. How can I exclude the rollups?

Answer

The option to 'Include Account and Level Rollups' is only available if no filters are being applied to the export. If filters are being applied, this option is unavailable, as rollups will be exported only if they are selected in the filter.

One thing you might find useful is that 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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