Getting Help


Register for Training


Support Query

How do I export a report to Excel?


Selecting Options to the right of a Report added will give you the option to select Download Excel. In this example we will prepare the Detailed Trial Balance. These steps can be followed for other reports.

From the Main Toolbar, go to Reports.

Select Reports.

To download an individual report in PDF, Word or Excel format:

  1. On the left-hand side of the Reports screen, Drag & Drop the Detailed Trial Balance from the Work Paper Reports list. 

  2. Once the report has been dragged & dropped, select Options (to the right of the report).

  3. Select either Download Excel to download the report in the format required.

You can also add this report to a Report Pack. See Reports for instructions.