You can download charts and reports from your plan into documents. Scroll to the bottom of the article to download some examples. 


Note: when you are on a trial downloads are not available. 


You have a number of options, starting with choosing the file type of PDF, EXCEL or PNG.



We've attached a few variations to the article below.


  1. PDF of a 5 year plan with P&L, Cash Flow and Balance Sheet
  2. PNG of a 12 month cash flow
  3. XLSX of 12 month cash flow (enable editing to see drilldowns)