Exporting and printing the FX Gain/Loss report

You can export the FX Gain/Loss report to share with accountants, auditors, or for offline analysis. Usystems supports export to common formats.

Before you start

• Run and finalize the report with all desired filters applied.
• Ensure you have the appropriate permissions to download or print reports.

Steps to export

1. Generate the FX Gain/Loss report with your chosen filters. Open in Usystems

2. Once the report is displayed, look for the export button (usually labeled "Export" or with a download icon).

3. Select your desired format:

   • Excel (.xlsx) — Best for detailed analysis and manipulation in spreadsheet software.
   • PDF — Best for sharing, archiving, or printing with formatting preserved.
   • CSV — Best for importing into other systems or databases.

4. The file will download to your computer automatically.

Steps to print

1. Display the FX Gain/Loss report on screen.

2. Look for the print button (usually marked with a printer icon or labeled "Print").

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

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

Tips & common mistakes

• Column visibility: Before exporting, consider hiding unnecessary columns to reduce file size or improve readability in print.
• Date range: Always verify that the exported data covers the intended period—include the date range in your filename for easy reference.
• Large reports: If exporting a very large report, CSV format will be faster to download and easier to process in spreadsheet software.

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