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Exporting financial statements

From the Report Preview window, the financial statements can be exported to a PDF, Microsoft Word or Excel file.

How to export the financial statements
  1. Preview the financial statement for the client. See Previewing financial statements. The Report Preview window opens.
  2. 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.
  3. Navigate to the location where the file is to be saved.
  4. 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 Setting display options. 

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