This document will help you export financial reports from PlanStreet to your desktop in MS Excel or PDF format.
1. Click on the Street Financials icon on the left navigation panel.
2. Select the project you want.
3. You can select Financials for Budget, Cost, or Revenue.
4. You can select if you want Forecast or Actual.
5. Select "Export to Excel" if you want your financials report in MS Excel format.
6. Select "Export to PDF" if you want your financial report in PDF format.