Downloading and printing your plan Follow

You can download your plan as either a Word document or PDF file at any time. You can then save the file to your computer or print it. The downloading process also allows you to add extra features to your plan, such as a cover page, detailed financial appendix, and table of contents. In addition, individual reports can be printed from your Forecast and Dashboard in PDF format. 

You can choose from 10 design themes we offer when printing your complete plan. If you apply one of our themes when you export your plan as a Word document, you can make more detailed customizations in Word, such as changing fonts and spacing or resizing images.


The articles below will show you how to download and print your plan and how to make customizations while downloading: 

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