Exporting and printing the Foreign Balances report

You can export the Foreign Balances report to include in financial reports, share with auditors, or analyze offline. Usystems supports multiple export formats.

Before you start

• Generate the Foreign Balances report with all desired filters in place.
• Verify you have permissions to download or print reports.

Steps to export

1. Display the Foreign Balances report on screen with your chosen filters applied. Open in Usystems

2. Locate the export button (usually labeled "Export" or showing a download icon).

3. Select your preferred format:

   • Excel (.xlsx) — Best for further analysis, pivot tables, and detailed breakdowns in spreadsheet software.
   • PDF — Best for sharing, archiving, attaching to reports, or printing with professional formatting.
   • CSV — Best for importing into accounting software, databases, or other systems.

4. The file downloads automatically to your computer.

Steps to print

1. Display the Foreign Balances report.

2. Look for the print button (printer icon or "Print" label).

3. Select your printer and adjust print settings (page orientation, paper size, margins).

4. Click "Print" to send to your printer.

Tips & common mistakes

• Hidden columns: Before exporting, hide irrelevant columns to reduce file size and improve readability.
• Report date: Always include the report date in your filename or documentation for clear record-keeping.
• Performance: If exporting a very large report with many balances, CSV may download faster than Excel.
• Decimal places: PDF and Excel preserve currency formatting; CSV may require post-processing to restore formatting in some systems.

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