Financial statement values are read only, but the table supports keyboard selection and copying. Use the arrow keys to move between report cells. Hold Shift to extend the selected range, then use Command-C or Control-C to copy it.
Check the selected cells and their row and period headings before pasting them into a spreadsheet or document. A copied number without its account, currency or period can be difficult for another reader to interpret.
Copying a range does not edit the books or create a journal adjustment. If a value needs correction, inspect its posted activity and use the appropriate accounting workflow. Avoid replacing a copied amount in a shared working paper without clearly distinguishing your proposed adjustment from the report's recorded value.
For a complete report, use the download options instead of assembling many small copied ranges. Keep the company, source, basis and dates with the resulting file. If the underlying books changed during the review, refresh the report and verify whether the copied values still represent the same source state.
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