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After you assign disclosures to entities, you can review the disclosures assigned to entities and remove assignments when appropriate.
NOTE: The removal disassociates the disclosure from the entity; it does not delete the disclosure itself. After you remove a disclosure assignment for an entity, the disclosure no longer appears on reports for that entity.
To remove a disclosure assignment:
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You can export the contents of the Disclosure Summary workspace and save as a document in Office XML, CSV, or text format. The exported file matches your current grid display.
To export disclosures:
- From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
You see the Disclosure Summary workspace displaying a list of available disclosures. - Click Export on the ribbon.
Options include:
– Excel (Office XML)
– Excel (CSV)
– Text (TXT) - Select an option.
If you selected Office XML, you see the file open in Excel.
If you selected Text or CSV, you see a dialog box to save the file as a text or csv file. - Save the file.
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You can send an email of the contents of the Disclosure Summary workspace as an attachment in Office XML, CSV, or text format. The file matches your current grid display.
To email disclosures:
- From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
You see the Disclosure Summary workspace displaying a list of available disclosures. - Click Email on the ribbon.
You see the Email dialog box. - Enter one or more email addresses. Separate multiple addresses with a semicolon (";").
- Click Add.
You see the email addresses in the workspace. To remove an address, click the X next to the recipient. - Select an Attachment Format.
Options include:
– Excel (Office XML)
– Excel (CSV)
– Text (TXT) - Click OK.
You see a confirmation that the email is being processed.
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