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The Financial Report Writer enables Users to create Custom Financial Statement Reports within the Office Product. The tool functions similarly to Excel, yet is embedded within the Office Product, allowing Live (Posted) Data to directly feed the reports. Users who have needs in excess of the Stock Financial Reports, are encouraged to learn more about the Financial Report Writer.  

Video

This video provides Users with an Overview of the Financial Report Writer tool.  

Note: Sections of the videos have been referenced below with corresponding times in the video for ease of access

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