This article is intended for: Editors of Financial Statements
Use this article after: Creating a Financial Statement
Once you've completed building your financial statement, you can export it to Excel to create a flexible, editable spreadsheet.
Export a Financial Statement
To export a statement:
- Navigate to Statement Builder, located under Tools in the navigation sidebar, and select the statement you want to export.
- Select the Export button at the top of the statement to export your statement as an Excel file.
Additional Resources
- Learn more about creating a financial statement in the Support and Training article: Statements - Financial Statement Creation.
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