Printing a financial statement

If you have permission to manage financial statements, you can print and verify a statement design from within the Financial Statement Designer.

Only the current worksheet prints; you can click the worksheet subtabs and print other financial statements in the workbook.

1. Open the statement, if needed.
2. Verify that the Month-End Date field on the Workbook Properties sheet correctly specifies the time period for the financial information in your statement.
3. Change the other global properties for the statement on the Workbook Properties sheet, as needed. For example, you may choose to filter by department or to change the report basis.
4. Click the Preview tab to view the statement with values from your Ajera database.
5. If needed, change the design on the Design tab.
6. The statement will print at the scale selected in the Zoom group on the toolbar. To print at actual size, click the 100% zoom button.
7. If you do not want to see the page breaks, click the Print button on the Preview tab. You can skip the rest of these instructions.
8. To see the page breaks, click the Print button on the Design tab. The Print Preview window appears.
9. Click the page forward and backward buttons to view the entire statement. You can change page breaks, footers, and column or row headings, as needed.
10. Click (Print).

See also

Exporting a financial statement workbook

Exporting a financial statement to Excel

Importing a financial statement workbook

Adding, deleting, and renaming worksheets

Creating a statement group

Printing a statement group

Exporting a statement group to Excel