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Finance | Project Operations, Human Resources, ...
Suggested Answer

Trial Balance - Export to PDF Option

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Posted on by 365
Hi,
 
 I have seen this posted here but cant figure out how to do it.
 
Currenlty only have option to export to PDF
 
 
I have looked into below but not sure where to or how to get this set-up
 
 
Any idea or pointer please.
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  • Raj Borad Profile Picture
    1,578 on at
    Hi,
     
    I don't think there is any option for download the Trial balance in PDF directly.
    If you want, you can Export to Excel and then save it as pdf.
     
    Thank you,
    Raj D Borad
  • Suggested answer
    t4m7 Profile Picture
    61 on at
    Hi Isaac - 
    In your screenshot, you are using the menu item: General Ledger > Inquiries and Reports > Trial Balance
    This is kindof an interactive TB embedded in the UI, and as Raj mentions, can be exported to excel.

    But, maybe want you want is this: General Ledger > Inquiries and Reports > Financial Reports
     
    This area is intended for designing kindof "official" financial reports, of the type you might then normally print and archive as part of a period ending process, or for distribution as point-in-time records. The reports configured and designed here are meant to be very printable, very regular/reproducible, also very traditional...they are for reference more than maybe the interactive analysis the "modern" world is more used to with PowerBI and such. These are close in concept to paginated reports in PowerBI.
     
    You may already have a Trial Balance report set up there (there should normally be some default report formats, or your org may have some customized ones), in which case you can run it, and when you choose the option to print, it will generate a PDF. You'll likely want to force it to fit to page and consider the layout.
     
    If your company does not already have reports set up there, you would need to use report designer to design one...clicking "New" or "Edit" would fire off report designer, depending on your organization's security settings, browser settings, etc.

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