Export template as PDF or Excel

Exporting a template as Excel

1. Go to Reporting (or Budgeting), find the template or package you want to use, click on the three dots next to the template, and select Open.
2. Select parameters and click Run.
3. Click the Export to Excel button in the top right corner.
4. Choose whether to open or save the Excel file.

Exporting a template as PDF

1. Go to Reporting (or Budgeting), find the template or package you want to use, click on the three dots next to the template, and select Open.
2. Select parameters and click Run.
3. Click the three dots (…) button in the top right corner and select Download as PDF from the drop-down menu.
4. Choose whether to open or save the PDF file.