Exporting reports to Excel or printing reports to a file

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. Choose Utilities > Export.
  2. From the Export dialog, specify the following:
    • The report to export.
    • The desired file format.
    • The report options.
    • The folder location for the export file.
    • The name of the file to be created.

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