Export a financial statement from the report window

1. Open General Ledger, Reports, Financial Reports.
2. Select the report that you want to export.
3. Click Proceed.
4. Click the arrow in the lower-left corner of the report window.
5. Select one of these export options:
   • Printer
   • Deferred
   • Export / E-mail
   • Data Only Export

Export a financial statement from the View Financial Report window

1. Open General Ledger, Reports, Financial Reports.
2. Select the report that you want to export.
3. Click Proceed.
4. Click Preview.
5. Click Export Report in the upper-left corner of the View Financial Reports window.
6. Select the appropriate format:
   • Microsoft Excel (XLS) exports the report exactly as it appears in the preview.
   • Microsoft Excel - Data Only (XLS) exports the raw report data to Excel.
7. Select Application as the Destination.
8. Click Ok.
9. Select the desired Excel format options.
10. Click Ok.

Create, modify, and print the Standard Financial Report