Checklist reports

You can use the Checklists Report to export the checklists for your workpapers. You can export notes as an Excel spreadsheet or PDF.
  1. Select
    Reports
    , then
    Checklists
    on the toolbar.
  2. Highlight the checklist to select it.
  3. Select the
    Run the Selected Report
    button.
  4. Use the
    File Type
    dropdown to select the format you want to download.
  5. Select the
    Start Export
    button.
After a few minutes, the report will appear in your computer's
Downloads
folder.