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In this tutorial, the presenter demonstrates how to customize and save reports for future use. They explain the process of changing the date range, bundling reports into a single PDF file, and preparing for distribution via email or cloud drive. The presenter highlights steps such as printing the report, exporting it as a PDF with specific settings like smart page breaks and portrait orientation, and ensuring the page header is repeated. After exporting, they organize the PDF into a designated reports folder, mentioning previous financial documents like income statements and balance sheets. The focus is on efficiency for future report access and sharing.
