Exporting and printing the AP Aging Summary report

After running the AP Aging Summary report, you can export it to Excel or PDF for sharing, archival, or printing.

Before you start

• Run the AP Aging Summary report and have it displayed on screen.
• For email sharing, you should have the recipient's address handy.

Steps to export

1. On the report page, look for an Export or Download button (usually near the top right).

2. Select the file format:

   • Excel (.xlsx): preserves formatting and makes sorting/filtering easier in Excel.
   • PDF: best for printing or sharing as a final read-only document.

3. Click the format you want. The file will download to your computer.

4. (Optional) Rename the file with a date (e.g., AP_Aging_Summary_2026-07-03.xlsx) before saving, so you can track which report is which.

Steps to print

1. On the report page, look for a Print button (usually near the top right, or in a menu).

2. Your browser's print dialog will open.

3. Choose your printer and any print settings (orientation, margins, etc.).

4. Click Print.

Tips

• Print orientation: AP Aging reports often fit better in landscape (sideways) orientation. Most browsers default to portrait; change it in the print dialog.
• Save before sharing: if you want to send the report by email, export to PDF and attach it, rather than sharing a link (which requires the recipient to log in).
• Naming convention: include the "As of date" in the filename so you remember when the report was run.