Exporting reports

Exporting the file

1. Go to Reports and open the report that you wish to export.
2. Select File, then Export.
3. Select the F: Drive.
4. Enter the File name.
5. In the Save as dropdown, select comma separated (*CSV).
6. Click Save.

Downloading the file

1. Go to the F:Drive and select the file you saved.
2. Right-click the file and select Show more options, then Cut.
3. Select the Remote Virtual Drive folder from the menu on the left, then open the Downloads folder.
4. Right-click in the folder and select Paste.
5. If you get a pop-up that says Do you want to download files to your local desktop? Select Yes and check the box for Don't ask me again.
6. Open the File Explorer on your local computer and select the Downloads folder. The report will be in this folder.
7. Double-click the file to open it in Excel.
8. Once the file is open, select File, then Save to save it in Excel format.

Exporting Records

Exporting the file

1. Go to File, then Import / Export, Export Records.
2. The Export Records Wizard will come on.
3. Select Export records to a Sage 50 import file format, then select Next.
4. Select the type of records to export.
5. Enter the File name. Leave the location to F: and click Next.
6. Select the items to export, then select Next.
7. Select OK, then Finish to close out of the Export Records Summary.

Downloading the file

1. Go to the F:Drive and select the file you saved.
2. Right-click the file and select Show more options, then Cut.
3. Select the Remote Virtual Drive folder from the menu on the left, then open the Downloads folder.
4. Right-click in the folder and select Paste.
5. If you get a pop-up that says Do you want to download files to your local desktop? Select Yes and check the box for Don't ask me again.
6. Open the File Explorer on your local computer and select the Downloads folder. The records file will be in this folder.
7. Double-click the file to open it in Notepad.
8. Once the file is open, select File, then Save as.
9. In the File name field, replace txt with csv file extension.
10. In the Save as type dropdown, select All files.
11. Click Save to save the file in Excel format.

When you go back to the downloads folder, you'll see the file in excel format.