Generate and save a Forms T4 Summary Report

  1. Open the Print Forms T4 Summary Report screen.
  2. Enter data to the criteria fields as needed to control the report.
  3. Click Run Report. The report displays on the Report tab.
  4. Click .
  5. Do one of the following:
    • If you want to save the report as a Microsoft Excel (XLS) file, select Excel.

    • If you want to save the report as a PDF file, select Acrobat (PDF) file.

  6. Navigate to the folder where you want to save the report.
  7. Enter a file name for the saved report.
  8. Click Save.