Step 1: Select "Reports" on the left side of the screen.
Step 2: Select which report you would like to export such as "Profit vs. Loss" or "Budget vs. Actual."
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Step 3: If you would like to export the report as a CSV file, click "Export" on the right side of the screen. A CSV file will automatically start downloading.ย
Step 4: If you would like to export the report as a PDF file, click "Save as PDF" on the right side of the screen. A PDF file will automatically start downloading.
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