Exporting Values to MS Excel or as a PDF

Last updated on 2025-06-13

Overview

For further processing or publication of the data, you have the option of exporting the values displayed in the tree view of ledgers and schedules either as a PDF or as an MS Excel file. 

Exporting values

To export values from ledgers and schedules:

  1. In the context menu, click the three dots icon in the header of the first column of a ledger or schedule.
  2. Choose Export from the context menu.
  3. Choose the desired format:
    Export values from a balance sheet to MS Excel or as a PDF