Financial Statement

Bring your standard Excel Financial Statement template directly into the web. Review financial figures like assets and liabilities while collaborating in real-time.

What You'll Learn

  • Prepare your Excel financial statement file
  • Convert Excel to web using i-AUD Designer
  • Adjust layout for responsive display
  • Save and verify your report

~10 min

Beginner

4 Steps

1

Prepare Your Excel File

Download the sample file or use your own financial statement

If you don't have an existing Excel financial statement, download the sample file from Learning Experience Samples to follow along with this guide.

Tip: The sample file contains a standard Financial Statement template that includes assets, liabilities, and equity sections.

Step 1 - Prepare Your Excel File
2

Convert Excel to Web

Use i-AUD Designer to transform your spreadsheet into a web report

Launch i-AUD Designer from the EPA main screen:

  1. Navigate to [Menu] → [Tool]
  2. Select i-AUD Designer to open the design tool
Step 2 - Launch i-AUD Designer

Import your Excel file:

  1. Drag and drop your Excel file directly into the Designer window
  2. The spreadsheet will automatically display in web view while maintaining the original formatting
Step 2 - Drag and Drop Excel File
3

Adjust Report Layout

Configure automatic resizing for optimal browser display

Enable automatic browser resizing so your report adapts to different screen sizes:

  1. Open the Properties pane on the right side
  2. Locate the Docking settings
  3. Set all four directions: Left, Top, Right, Bottom

Tip: With Docking enabled on all sides, the report will stretch to fill the browser window automatically.

Step 3 - Adjust Report Layout
4

Save Your Report

Save to My Folder and verify your report is accessible

Save your report to your personal folder:

  1. Click Save and select My Folder as the destination
Step 4 - Save to My Folder

Verify your saved report:

  1. Navigate to [Menu] → [Individual]
  2. Click the Search button to refresh the list
  3. Confirm your Financial Statement report appears in the list
Step 4 - Verify Saved Report