Exporting Financial Statements

You can export the financial statements for an engagement to a Microsoft® Excel® file. The exported file will include separate worksheets for the balance sheet and the income statement.

To export financial statements:

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Click on the navigation bar and select Financial Statements.
  3. Note: You can also access financial statements from Engagement View. Click next to the node or folder holding the financial statement, and then click the index or name to open it. This option is not yet available for consolidated engagements.

  4. If this is a consolidated engagement, click in the gray navigation bar at the top of the page, and then select the subsidiary you want to export a financial statement for.
  5. Click Export on the toolbar. The export file is saved in the Downloads folder on your computer.