Downloading financial reports

Edit in Google Drive

The system generates reports in comma-separated value format for download. After downloading, open in a spreadsheet program.

  1. View a financial report.

  2. Work with the information in the report as appropriate to include the information to download.

  3. Select Generate CSV. The system generates a CSV file of the information as displayed.

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  4. When the file is ready to download, the Generate CSV icon changes to Download CSV. Select Download CSV. Your device downloads the file.

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Published: February 18, 2021