Printing your Financial Statements

Updated at April 25th, 2024


Once you have completed the editing of your template, you will be able to finalise and print:


Print Preview

There are 4 Preview options (under the Format tab) We will be focusing on Option 4:



1. Sheet: If you want to preview and edit just one sheet


2. Live: If you want to look at a live view of a sheet you are busy working on/editing:



Any changes you make will be show in Real Time (very useful!)


3. XBRL: This is to preview and print your XBRL format financials (See the article on XBRL)


4. Financials: The final step when finalising and printing.

Once you have run the Preview, the screen will be split into 3 sections: 

The Navigation bar on the left where you can quickly skip to each sheet without having to scroll:



The Financials themselves in the middle.. You'll notice that if you click on Index, all the page numbers have automatically been inserted:



The Editing toolbar on the right:



There are many options here which will allow you to change the look and feel of the finalised version with the click of a button, for eg: Inserting of a watermark, amending margins and page borders, inserting of letterheads or cover images (Article), inserting external documents, and much more. For a detailed breakdown of the Print Preview Settings, please visit this Article.














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