Save Options
You can save files in CSV, PDF, XLSX, and XLS file formats. The reports you create use a standard format for all reports to include time, date stamp, page numbers as well as the header for client name, report title, and unit/sub-consolidations.
Select 
to save your report in a file format.
to save your report in a file format.
Reports saved as XLSX
- Maintain the format as seen on the report and saves in a number format not as text format.
- Hyperlinks no longer appear on the Excel file.
- Expand/Contract hierarchy of lines are grouped and will be included in the Excel file as + signs.
Example: XLSX file
Reports saved as .CSV
The following reports may take additional time to export, so it is best if you save them in the .CSV format.
- Tax Provision - View: Detail - Consolidated level
- ETR - View: Detail - Breakout all-Consolidated level
- State Summary, Provision Summary - Breakout by unit, by state - Consolidated level