BalanceAAP > Reports / Run Reports for a Master Plan

KEY TOPICS:

• Single or Multiple FIles
• File Type
• Exporting Reports from a Master Plan

Determine Settings prior to Exporting AAP Reports

With Reports > Export Settings, you may select options for how Reports are exported. Once you have determined the options below, you can move on to: Select Reports.

Single or Multiple Files

Select one of the following:

• A Single File to combine all reports into a single output file.
• Separate Files, to save each report as an individual document.

Note: FIles will be Zip'd for download.

File Type

Reports can be exported into (read-only) PDF and editable Word, Excel, or Rich Text formats. Select the desired file format type from the drop-down.

Once you number of files and file type, click Save.

Exporting Reports from Master Plan

The Export Settings are not carried down automatically to the sub plans. However, by using the Filter, reports for all sub plans can be run from the master plan, and will use the settings selected in the master plan. See the Filter section for more information.

If you choose to open sub plans and run reports from there, you will need to set these setting manually in the sub plan.