How To: Export your General Ledger Report
In TapGoods PRO, users can export the General Ledger Report to view a more detailed report of all financial transactions in TapGoods PRO. Users can export an Excel Sheet OR a PDF. To export a General Ledger Report, navigate to General Ledger located under Admin on the system dashboard.
On the General Ledger Report page, users will be able to utilize the Printer icon to print the current page or the Excel icon to export a detailed Excel Sheet of the General Ledger Report. On this page, it is important to ensure that the Location and Time Frame are correct before exporting financial information.
To export this report, follow the steps listed below:
- [Multilocation] Click on the dropdown arrow in the Location section and select the location you want to export data for. If you do not have multiple locations, skip this step.
- Select the Date Range you want to export data for.
- If you want to export an Excel Sheet version of the report, click on the Excel icon. To export a PDF version of the data appearing on the page, click on the Printer icon.
When exporting an Excel Sheet, users must download the file once the General Ledger Report is ready. To learn more about reading your detailed General Ledger Report, click here!
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