How to download Finance Charts?

Get a clearer picture of your financial standing with our easy-to-follow guide on downloading finance charts.

Downloading finance charts can be done in 2 primary ways:

This article will help you access and save your financial charts in popular formats like PNG, JPEG, and PDF, ensuring that you're always prepared with the latest data visuals.

From the Dashboard

1

Open the Finance Forecast module and navigate to the Dashboard section.

2

The dashboard displays several charts including Cash Flow, Cash on Hand, Income & Expenses, Retained Earnings, Break-Even, and others.

3

Move your cursor to the chart, Click on the "☰" menu that appears. Choose from the available formats (PNG, JPEG, PDF) to download the chart as per your requirements.

Through specific Finance Streams:

Downloading specific finance stream charts is a streamlined process. Here’s how you can access detailed financial visuals directly from your chosen streams.

1

Log into your account and go to the Finance Forecast module. From here, navigate to the Forecast section.

2

Choose the finance stream you need a chart from, such as Revenue, COS, Expenses, Personnel, or Working Capital. You'll find each stream's chart displayed.

3

Move your cursor to the displayed chart, click the "☰" menu at the end, and Select your preferred format (PNG, JPEG, PDF) for download.

This guide ensures that you can easily manage and download the necessary financial charts, providing a visual representation of your data in the format best suited for your analysis or presentation needs.