Viewing and exporting reports

With viewing and exporting options you can efficiently manage account data in the Financial Reporting.

You can view only base accounts or base accounts with their parent accounts. Select the Rows item list, and select or clear the Show Only Base Element option.

You can choose to view columns with the account ID or account name, or both. Select Columns > Show Columns and select ID, Name, or ID - Name.

You can export reports to Excel and PDF. Select Export > Export to Excel and Export > Export to PDF, respectively. To export formatted financial reports to PDF, select the Formatted option.