Export working paper reports to Excel

You can export working paper reports such as Category Summary, Trial Balance, and Journal Summary to Excel.

Use the Open
button in the Actions column to open the report.

Select the Export
button, then Excel
.

Select Administration
, then Download Center
.

note

The downloaded document may be in a queue and so it may not show on the page immediately.

Select Refresh
.

When the document appears, select Download
from the Status column.

note

The downloaded document will be in XML format. You can use Microsoft Excel to open it.

This article applies to: