Exporting and printing the AR Balance report

Once you've run the AR Balance report and confirmed the data looks correct, you can export it as a PDF or Excel file, or send it directly to a printer.

Before you start

• The AR Balance report has been run and is displayed on your screen
• You have a PDF reader or Excel viewer to open the file (or a printer connected to your computer)
• Decide whether you want to export in PDF or Excel format

Steps to export as PDF

1. On the AR Balance report page, look for an Export or Download button near the top.

2. Select Export as PDF (or similar option).

3. Your browser will download a PDF file named something like AR_Balance_Report_20260703.pdf.

4. Save it to your chosen location on your computer.

Steps to export as Excel

1. On the AR Balance report page, look for an Export or Download button.

2. Select Export as Excel or Download as CSV.

3. Your browser will download a spreadsheet file (.xlsx or .csv).

4. Open it in Excel, Google Sheets, or another spreadsheet application.

5. You can then sort, filter, or add calculations as needed.

Steps to print

1. On the AR Balance report page, look for a Print button.

2. Click Print (or use your browser's keyboard shortcut: Ctrl+P on Windows, Cmd+P on Mac).

3. Select your printer from the print dialog.

4. Adjust any page settings (paper size, margins, orientation) if desired.

5. Click Print to send the report to your printer.

Tips & common mistakes

• PDF is best for sharing: if you need to email the report or store it for audit purposes, PDF is the standard format and preserves formatting.
• Excel is best for analysis: if you want to pivot the data, add formulas, or combine it with other spreadsheets, export to Excel.
• Print preview first: before printing, check the print preview to ensure the report fits on one or two pages and looks readable.
• Large reports may span multiple pages: if your report has hundreds of customers, it may print on multiple pages; choose landscape orientation if needed for readability.

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