From the Report Preview window, the financial statements can be exported to a PDF, Microsoft Word or Excel file.
- Preview the financial statement for the client. See Previewing financial statements. The Report Preview window opens.
- Click . This is located on the Report Preview window toolbar.The Export Report window opens. The file name indicates the client name and financial period of the financial statements.
- Navigate to the location where the file is to be saved.
- Click Save.
By default, the financial statements are exported as a PDF file. Files can exported to a Microsoft Word or Excel document by clicking the drop-down and selecting Microsoft Word or Excel from the menu.
Watermarks and images are not included when exporting to Microsoft Word or Excel documents. See .