The filter options will be different depending on the type of report that you are exporting. Once you have selecting your financial year dates and selected the filters you require, continue with the below steps to produce the report.
1. Click "Refresh"
Tip! If you change any of your selections for what to include in the report you will need to click refresh again
2. Click "Preview & Export"
3. You can generate the report as a PDF or Excel file. By default "PDF" is selected
4. You can choose to have the report in portrait or landscape mode. Depending on the report this may be set to landscape or portrait. You can change this, however, it may result in a report that doesn't look right.
5. Click "Preview" to see the report in the browser. (Only works with PDF)
6. If you want to download a copy of the report click this text field and enter in a name for the file that will be created
7. Then click "Download"
8. To generate the "Excel" file click the "Excel" option.
9. Enter a name for the file
10. And click "Download"
