Video 6: How to export FAST information to PDF or Excel

In this video, you’ll learn about export options in Finance Reporting, so you can view project fund balances outside of FAST in an Excel spreadsheet or PDF report.

Video Instructions

Click the play icon to watch the video.
Watch in full screen by clicking the full screen icon on the bottom right corner of the video.
Use the chapters in the video to help you quickly find what you are looking for.
Use the content below, which summarizes the information in the video, for quick reference.

View time stamps and chapters covered in the video.

0:00 Video Start

0:07 What You’ll Learn

0:20 FAST Options for Exporting Project Fund Balances

0:45 What Export Options Can Be Used For

0:57 Step-by-Step Walkthrough: Export to Excel

1:30 Step-by-Step Walkthrough: Export to PDF

2:12 Video End & A Tip for Best Export Option

Part I: Exporting a Report from FAST Finance Reporting to Excel

Select the ‘Excel’ icon on the bottom right of the Finance Reporting screen.
A spreadsheet will automatically download to your browser, so that you can select it and open it in your spreadsheet software.

Part II: Exporting a Report from FAST Finance Reporting to PDF

Select the ‘PDF’ icon on the bottom right of the Finance Reporting screen.
A PDF will automatically download to your browser, so that you can select it and open it in your default PDF reader.

Watch the video to see walkthroughs in FAST Research of both export processes.

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