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Sample guide

A drawn sample guide, filed under Finance and spreadsheets: one instruction and one picture at a time, with the click ringed on each screenshot. A real guide from Chronika reads the same way.

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Sample · Finance and spreadsheets · 3 steps · 0:19

How to export the month-end report from Excel

Save the close workbook as a PDF for the review pack. It keeps the layout, and nobody needs Excel to read it.

Click the “File” tab
Sample screenshot for step 1: Click the “File” tab. Drawn sample of a month-end workbook on its Home tab.
Click “Export”
Sample screenshot for step 2: Click “Export”. Drawn sample of a month-end workbook with its File menu open.
Click “Create PDF/XPS Document”
Sample screenshot for step 3: Click “Create PDF/XPS Document”. Drawn sample of a month-end workbook with its File menu open.

Alert

Check the Status column first. Rows marked Check are open items, and they will go into the PDF as they are.

Sample guide · drawn screens · nothing here was recorded from a real system

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The sheet has twelve. These are the ones either side of this one.

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