Exporting and printing the Revaluation Preview report

The Revaluation Preview report can be exported to Excel or PDF, or printed directly. This is useful for sharing with your finance team, attaching to email, archiving for compliance, or including in a board packet.

Before you start

• You must have generated and viewed the Revaluation Preview report. (See "Running the Revaluation Preview report" for instructions.)
• Ensure your report filters and settings are set exactly as you want them to appear in the export. Changes to filters do not affect already-generated exports.

Steps

To export to Excel

1. From the Revaluation Preview report view, look for the Export button, usually near the top of the report.

2. Select Export as Excel from the dropdown menu (or similar option).

3. Your browser will download a .xlsx file containing the report data. The file is named with the report name and the date you ran the report.

4. Open the file in Microsoft Excel, Google Sheets, or any spreadsheet application to view, edit, or save further copies.

To export to PDF

1. From the report view, click the Export button.

2. Select Export as PDF (or Print to PDF if available).

3. If printing to PDF, your browser's print dialog will appear. Select Save as PDF from the printer dropdown, then click Save and choose where to save the file on your computer.

4. If using the direct PDF export option, your browser will download the PDF file immediately.

To print directly

1. From the report view, click the Print button or use your keyboard shortcut (Ctrl+P on Windows or Cmd+P on Mac).

2. Your browser's print dialog will open.

3. Select your physical printer from the list, adjust page settings if needed (landscape orientation is often better for wide reports), and click Print.

4. The report will be sent to your printer.

Tips & common mistakes

• Excel is editable; PDF is not: When you export to Excel, you can modify numbers or format cells. PDF is a static image and cannot be changed after export. Choose based on whether you plan to edit the data.
• File naming: Exports are usually named automatically (e.g., "Revaluation_Preview_2026-07-03.xlsx"). Rename them if you plan to keep multiple versions.
• Page breaks in printing: Wide reports often print better in landscape orientation. Use your print dialog to change orientation before printing.
• Large reports: If your report has many accounts and currencies, the Excel file may be large and take a few seconds to generate. Be patient.
• Filters are static: Exporting the report captures the current view. If you change filters afterward, you will need to export again to get the new data.