How to generate and download the General Ledger reporting pack
The General Ledger Report is generated on demand from the Exports page. Once generated, it stays listed there, so you or a colleague can download it again later without generating it a second time.
Step 1
Open Exports
Select Exports in the left-hand menu, then make sure you are on the Standard Reporting Packs tab.
Step 2
Choose your period and generate
Select General Ledger Report to expand it. Choose the period you want from the dropdown, then select Generate.
Step 3
Wait for the download
A Download in progress message appears, confirming the report is being prepared and will download automatically when it is ready. You do not need to do anything while it generates.
If your browser asks whether to allow multiple file downloads, select Allow.
Downloading it again later
Every report you generate is listed underneath, with its Year, Period, and Generation Date. In the Actions column, you can download that report again, or regenerate it if the underlying data has changed.
Because the list is kept against the engagement, anyone else working on it can download a report you have already generated, rather than generating it again.
See also: