Report List

Click here if you have the New UI option enabled

This section of DataShare Reports lists all the reports generated for the engagement you are currently viewing. From here, you can download the reports into an excel spreadsheet at any time.

To do this, simply click the 'Download' button and the file will be downloaded to your computer. To select a period of reports, click the periods you would like to view and the packs generated will populate underneath.

Click here for more information about DataShare Reports.

New UI

Under the “Financial Reports” section, you can view various reports such as a financial snapshot, an income statement, and a balance sheet.

From here, you can download the reports into an excel spreadsheet at any time. To do this, simply click the 'Download' button and the file will be downloaded to your computer.

To select a period of reports, click the “Financial period” button.

A pop-up window will appear and allow you to select the desired period.