Report options

Most reports offer the choice to DOWNLOAD TO PDF or EXPORT TO EXCEL.  Once the data has been downloaded or exported, you can print your report from either application.

For many reports, an additional PRINT option is offered, and for some there is a SHARE option as well.

Clicking SHARE presents a dialogue into which you can enter an email address and message and choose whether to share the report as a PDF file or CSV. This is a useful option  for trustees needing to send reports to an accountant, auditor, or to other fund members.

When you choose DOWNLOAD TO PDF, the file should display immediately on your screen and right-clicking should present a menu allowing you to print the nearly formatted report or save it to your computer.