Support Query
How do I export a report to Excel?
Solution
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. |
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| Select Reports. |
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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.