It is good to keep a final copy of your monthly or management report in excel (see save in pdf) , as a safe-keeping and as a supporting document for later verification.
Below is an example of printing of monthly P&L comparison report, but the techniques apply to any other reports in the Realtimme Cloud system.
At any screen preview of your report, You can send any reports to excel (.xlxs)
Preview your report on the screen first, (for illustration purpose, chart of accounts is selected to print to excel spreadsheet)
: Export report to pdf or excel
At [Setup] , click Chart of Accounts.
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Preview the report first, follow the steps from [1] to [5]
At your [Document] folder, you should be able to see your chart of accounts listing in excel format.
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Next, learn how to export to .pdf
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Watch all videos: |
http://realtimme.cloudapp.net/basic/index.html?COA_export_to_Excel.htm
