Exporting a Single Financial Statement

Procedure

To export a financial statement, including ratios, to a spreadsheet application:

1. Select the customer. How?

2. Select the Financial Analysis tab.
   The Financials screen appears.

3. Select view/edit in the row for the statement you want to export.
   The Financial Details screen appears.

4. Click Export.
   A new browser screen displays the financial data in a spreadsheet application. Any hidden columns are not included in the export.

Using the spreadsheet application, you can manipulate the data, print the data, and save the spreadsheet to your hard drive.

When you are done, close the spreadsheet browser screen.