Summary of Steps:

  1. Navigate to the Accounting Home page and click the Run Financial Reports link.
  2. Click into either the Profit & Loss, Profit & Loss Versus Budget, Balance Sheet, Trial Balance or Custom reports, select the appropriate Accounting Period, and Accounting Variable filters, and click Run.
  3. Once the report generation job is complete, click into the report number.
  4. Click Print Screen to export the financial statement into a pdf or click Export Excel to export the financial statement into an Excel spreadsheet.

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4 Comments

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    James Pullman

    Where is this print screen option?

  • 0
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    Tony

    James,

    it should be in the upper lefthand corner after you run the report. 

  • 0
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    James Pullman

    We do not see that, none of our users do. Is there something have to enable?  See screenshot below.

  • 0
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    Tony

    James,

    Please submit a request to support. We may need to upgrade. you.

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