Choose Print or save PDF from the statement download menu to open the report's printable view. Your browser then provides its print or PDF destination. If the page asks you to allow pop-ups, permit the report window for Institution and retry the same print action.
Before opening the print view, check the company, source, basis and reporting dates. In the browser preview, confirm that account names and period columns are readable and that the intended pages are included. A wide report may need an appropriate paper orientation or scale.
Saving a PDF creates a document copy of that report result. It does not update automatically when new accounting entries are posted. Keep the report context visible so another reader can tell which period and source the document represents.
If the printed result omits necessary detail, use the Excel or CSV export for a detailed working paper and retain the PDF for the readable statement. Do not manually alter a report amount in the PDF to represent an accounting correction that has not been posted.
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