Summary of Steps:
- Navigate to the Accounting Home page and click the Run Financial Reports link.
- Click into either the Profit & Loss, Profit & Loss Versus Budget, Balance Sheet, Trial Balance or Custom reports, select the appropriate Accounting Period, and Accounting Variable filters, and click Run.
- Once the report generation job is complete, click into the report number.
- Click Print Screen to export the financial statement into a pdf or click Export Excel to export the financial statement into an Excel spreadsheet.