Exporting previous financial year’s data from FMS

To export historic financial data from FMS you will need to browse to Reports > General Ledger > Transactions > Detailed Transactions > Detailed Cost Centre Transactions

This will open a wizard which will allow you to select the financial year you wish to export, alongside the funds and cost centres applicable.

You can only run the wizard for one financial year and fund code, but you can select all of your cost centres and if you leave the transaction type filter empty, it will export all types. When you are satisfied with what you are exporting, click the OK button the generate the report.

The output is likely to be hundreds of pages, Scomis recommends saving the file as an Excel spreadsheet by clicking the XLS icon on the report. If you’re saving the reports within our Hosted platform, ensure you save them to a location away from your F drive in File Manager. Further information around using File Manager can be found at this link. Using the File Manager shortcut on the Hosted Platform – Frequently Asked Questions