Opening a financial statement design

The Financial Statement Design window displays both template designs and any designs you and your coworkers have created and saved.

To open a design:

1. From the Reports menu, click Manage Financial Statements > Designs. A blank worksheet appears.
2. Click the Open button at the bottom. The Financial Statement Design window appears.
3. Click the workbook you want, and click the Select button.

You can change the design, print the statement, export a workbook, or export a statement to Excel, as needed.