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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Trail Balance
Finance | Project Operations, Human Resources, ...
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Trail Balance

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Posted on by Community member
I am only seeing the option to export our trial balance via Excel format. Is there another way or option to export this data via PDF?
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,397 Super User 2025 Season 2 on at
    Trail Balance
    Hi David,
     
    Yes, you can use the Financial reports (Finance | Dynamics 365 | Microsoft Learn) feature to print a trial balance to a PDF file. 
     
     
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Trail Balance
    Hi,
    Maybe you can try to save a report to a print archive and print a report from the archive using the following steps:
    1.    Go to  Organization administration > Inquiries and report> Print archive.
    2.    On the Overview tab, select the report to print.
    3.    Click Print preview. The report is displayed in a PDF viewer, such as Adobe Acrobat.
    4.    Print the report from the PDF viewer.

    NOTE:  To print the report, you must open the report in a PDF viewer. You cannot print the report from the print archive by clicking the Print button.
    For more details, you can view the link below:
    Print or email a report | Microsoft Learn
    Best Regards,
    Hana

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