Printing reports from the Dashboard

If you'd like to share the forecast-to-actuals comparisons from your Dashboard, you have two options:

• Grant a colleague access to view the data and update its parameters in LivePlan using a guest invitation

• Download a PDF report from your Dashboard

1. In the Dashboard section, click Download & Print:

2. On the Download & Print page, you'll see three settings areas to help you customize your report:

3. In the Date Range section, choose the data sets you'd like to compare in your downloaded report using the two pull-down menus as shown:

4. In the What to include section, click the Edit button to access the options:

5. Use the checkboxes to choose which charts to include in the downloaded report. As a faster option, you can also use the Select all and Select none links at the top of the section. You can also select the Edit button to add a summary page:

6. In the Options section, select the page size for the downloaded report:

7. Click Download as PDF:

When you download as a PDF, your browser will first display the report. To save it to your computer, you'll still need to click your browser's Download button.

Note: Any invited Contributor or Guest who has access to your plan will also have access to download a copy of the Dashboard report.

Near the upper right corner of the display, click the Download icon:

The file will save to your computer's Downloads folder.

Near the upper right corner of the display, click the Download icon:

The file will save to your computer's Downloads folder.

In the File menu, click Export as PDF:

The file will be saved to your computer's Downloads folder.

Click the save icon in the topbar to save your plan to your computer:

Want to share your company's performance information with an advisor, banker, or others? You can save your Dashboard information as a PDF file, which is easy to print, email, or share.