This document will help you export financial reports from PlanStreet to your desktop in MS Excel or PDF format.
1. Click on the Case Financials icon on the left navigation panel.
2. Select the case 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 the financial report in PDF format.