This report brings the standard Excel Financial Statement template directly into the web.

Easily review key figures such as assets and liabilities, and collaborate with your team in real time. If you don’t have an Excel file, use the provided sample file to get started right away.

Step 1. Prepare your Excel file

• • Download the sample Excel file from the Learning Experience Samples.
    

Step 2. Convert Excel to web

• • Next, let's convert the Excel file into a web report.

  • From the EPA main screen, go to [Menu] > [Tools] and launch i-AUD Designer.
    
    
    
    

• Drag and drop your downloaded Excel file into the i-AUD Designer window.

• The Excel report now appears in the web view, preserving the original layout.
  
  

Step 3. Adjust the report layout

1. • Ensure the report automatically resizes to fit the web browser window.

   • In the Properties pane on the right, check Docking: Left, Top, Right, Bottom.

     

Step 4. Save your report

1. • Save the completed report to My Folder. 

1. • From the EPA main screen, go to [menu] > [Individual] in the left-hand sidebar.

   • Click the Search(Magnifying glass) button to refresh the report list and confirm your saved report.