How to Rollover a Dataset

To add Rollover a dataset:

1.	In Administration, click Manage Datasets and then Datasets.

2.	Click the plus sign to add a dataset.

3.	Type a Name.

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

5.	Select a Fiscal Year.

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.	Choose Rollover for the dataset Transaction.

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

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

b.	If you want Classes & Subclasses applied 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, Copy Notes and Scrunch Temporary Differences.

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

17.	Click Yes.