Export Balance Sheet Reports
Generate balance sheet reports and download them as PDF or Excel.
Learn how to export balance sheet reports in Propio as PDF or Excel files.
Steps1. Introduction
You will learn how to select the report date, generate the report, and download it as a PDF or Excel file.
2. Access Saved Reports
Click the Saved Reports section to view available financial reports.
3. Select Balance Sheet Report
Click the Balance Sheet option to open the specific financial report you want to export.
4. Open Date Selection
Click the "As of" date field to choose the report's date range.
5. Choose Report Date
Select your reporting date.
6. Generate Balance Sheet
Click the Generate button to create the balance sheet report for the selected date.
7. View Generated Report
Click the View button to open the generated balance sheet report for review.
8. Export Report as PDF
Click the Export PDF option to prepare the report for downloading in PDF format.
9. Download Excel Report
Click the Download button to save the balance sheet report as an Excel file to your device.
Summary
You have successfully exported the balance sheet report by selecting the desired date, generating the report, and downloading it as a PDF or Excel file. You can now review or share this report as needed for your financial analysis.