Exporting and printing the Ledger report

After running a Ledger report, you can export it to a file or print it directly.

Before you start

• Run the Ledger 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 is recommended 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 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. If you need an audit trail or must file reports, export as PDF to preserve formatting and date.
• Excel for analysis. If you plan to pivot, chart, or analyze the ledger further, export to Excel so you can work with the data in a spreadsheet.
• Large reports may be slow. A full-year ledger for many accounts can take a moment to generate. Be patient.

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