Exporting a financial statement to Excel

You can export a financial statement to Microsoft Excel 2003.

The exported statement contains the formulas and financial information from the Ajera database that you specified in the design. It is not linked to the Financial Statement Designer.  

To export a financial statement to Excel

1. Open the statement, if needed.
2. Click the Preview tab, and click the Export button.
3. Browse to the location where you want to export the statement, and click Save. The file name includes a file extension of .xls to indicate that it is a Microsoft Excel spreadsheet document.