Once an upload has been successfully processed, you can access financial reports for your Engagements by clicking the “View Reports” button on the right side of your desired engagement.
This will take you to the “Dashboard Analytics” page. You can now select your desired report from the menu on the left.
When viewing financial reports, you can download the report directly to an excel spreadsheet. To do this, simply click the “Download” button. This will export the table you are viewing into an Excel spreadsheet and save it to your computer.
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