Step 1: Log into your ProfitSee account and open the company file for which you would like to generate a report

Step 2: Select the “Reports” tab along the left-hand side

Step 3: Click on “Generate a Report”

Step 4: Select “Excel Report” as your Report Type

·       Step 5:  Select the year you want to generate the report for

·       Step 6: Select if it should be the “Fiscal Year” or “Calendar Year” range

·       Step 7:  Select your Branding

 NOTE: For more information about creating your own Branding, please read the "How to Upload your Branding" article.

·      Step 8: Select which worksheet you want to show in your report

·       Step 9: Click on “Generate Report”

Step 10: You can click on “Copy URL” and send the report directly to your business owner, or download the report with the “Download” button