How do I export a report to Excel?
Selecting Options to the right of a Report added will give you the option to select Download Excel. In this example we will prepare the Detailed Trial Balance. These steps can be followed for other reports.
|From the Main Toolbar, go to Reports.||
To download an individual report in PDF, Word or Excel format:
- On the left-hand side of the Reports screen, Add the Detailed Trial Balance from the Work Paper Reports list.
- Once the report has been dragged & dropped, select Download Excel to download the report in the format required.
You can also add this report to a Report Pack. See Reports for instructions.