Downloading financial reports

The system generates reports in comma-separated value format for download. After downloading, open in a spreadsheet program.

1. View a financial report.

2. Work with the information in the report as appropriate to include the information to download.

3. Select Generate CSV. The system generates a CSV file of the information as displayed.

   

4. When the file is ready to download, the Generate CSV icon changes to Download CSV. Select Download CSV. Your device downloads the file.