Exporting and printing the Account Transfers & Account-to-Contact Movement report

After running an Account Transfers & Account-to-Contact Movement report, you can export it to a file or print it directly.

Before you start

• Run the Account Transfers & Account-to-Contact Movement report and have the data loaded on screen.
• Decide whether you want to export (save to file) or print directly.
• For export, choose a file format (PDF for distribution; Excel for further analysis).

Steps to export

1. After the report loads, look for an Export or Download button on the report page.

2. Click it and select your desired format:

   • PDF — best for printing, sharing, and archiving
   • Excel — for analysis, filtering, or further manipulation in a spreadsheet

3. The file will download to your computer. Save it to your chosen location.

Steps to print

1. After the report loads, look for a Print button on the page.

2. Click it. Your browser's print dialog will open.

3. Choose your printer and any print settings (page layout, color, etc.).

4. Click Print in the dialog.

Accounting impact

Exporting and printing are read-only actions. They create no new accounting entries.

Tips & common mistakes

• Use PDF for compliance and sharing. If you need to audit transfers or share the report with others, PDF preserves formatting and date.
• Excel for deeper analysis. If you plan to pivot, filter, or chart the movements further, export to Excel so you can work with the data in a spreadsheet.
• Large reports may take time. If you transferred money frequently, the report can be long and may take a moment to generate.

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