A saved report run can be exported as CSV, Excel (.xlsx) or Print / PDF. Open the intended run first and confirm its period, definition version and review status. Exporting a different run with the same report name can produce a different source result.
Use CSV for plain tabular data, Excel for spreadsheet review or Print / PDF for a readable document copy. Inspect the downloaded or printed result before sharing it, including its account rows, totals and source context.
A scheduled run marked unreviewed remains unreviewed simply because it was exported. Review the contents and follow the available review workflow before describing it as a checked financial report. Likewise, an empty saved run represents its chosen filters and period, not all possible company activity.
Keep the retained run identity with your review materials. If current books differ, create a new run for the updated result instead of editing the exported values to resemble it. Changes to a spreadsheet or PDF do not alter the saved report or the underlying ledger.
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