Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Excel Export?

_angie
Level 1

When generating a report on clients, are we able to do so as an excel sheet, instead of a pdf? I've tried converting the pdf to excel afterwards and the formatting isn't that great. Thanks!

1 Comment 1
_angie
Level 1

Hi All - nvm, I've figured it out. In the clients tab, you can 'Export to file...' and choose the parameters you want displayed on the report. 😅