Important considerations

• You can have issues with columns not aligning properly when you export reports to Excel.
• Exporting Financial Statements to Excel can result in merged columns.
• You can adjust column widths in Excel, if needed to view the data.
• Excel limits rows in a spreadsheet based on the version. If your report contains more data than Excel allows, not all of it will appear in the file.

Export reports to Excel

1. From the Reports menu of any application, select the report.
2. In the Print Selection window, click Printer Setup.
3. Select the Print to file checkbox. Click Select File.
4. Browse to the folder you want to save the file and enter the file name.
5. In the Save as type list, select Microsoft Office Excel Workbook (*.xls).
6. Click Save.
7. Click OK and Start.

Export to plain text and import to Excel

Sometimes saving Sage 300 CRE reports as an .xls file doesn't complete successfully. You can receive an error that the ".xls file format is invalid."

In these cases, save the report as a Plain Text (*.txt) file and then import it to Excel.

1. From the Reports menu of any application, select the report.
2. In the Print Selection window, click Printer Setup.
3. Select the Print to file checkbox, and click Select File.
4. Browse to the folder you want to save the file and enter the file name. The file name can be the same as the current name.
5. In the Save as type list, select Plain Text (*.txt). Click Save.
6. Click OK and Start.
7. In Microsoft Excel, open the file you saved in step 5. To view text files, select Text Files (*.prn, *.txt, *.csv) in the Files of Type list.
8. The Text Import Wizard window appears. The default Original data type is Fixed width. You can preview the report in this window. Click Next to view and set other options.
9. Click Finish to open the report in Excel.

After you save the report to a text file, the data is static. Your data doesn’t link in real-time as in an ODBC-connected report. Consider using Office Connector if you plan to use Excel often for Sage 300 CRE data. Learn more about Office Connector and contact sales for more information.

Sage MyAssistant is an add-on application that includes functionality to email reports and tables. You can use MyAssistant to create tasks that gather data from Sage into Excel worksheets. Learn more about MyAssistant and contact sales to see a demo of the product.