Solution Properties
Solution ID:
200427112335774
Last Modified Date:
Wed Mar 23 14:25:34 UTC 2022
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Sage 200 Report Designer - How to run reports as CSV or Delimited files
Description

There are two CSV formats you can use, CSV or Length-delimited CSV. Within Sage Report Designer you can amend the settings on a document to specify how the Length-delimited CSV file is formatted. This article explains the types of CSV files that you can create and details how to amend the CSV format options on a document.

This article has been prepared and issued to you as a goodwill gesture only and Sage accepts no liability or responsibility for its use. For further support please refer to your Business Partner.

Cause
Resolution
The types of CSV file available

When saving a document to file, you can choose from the following two CSV formats:

CSV document (*.csv) This output format is a true comma separated values (CSV) file, which places text output in double quotes or speech marks without padding, leaves numeric fields with no quotes, and places commas between fields.
Length-delimited CSV (*.csv)

This option is a much more flexible output format. Using this format you can specify characters other than speech marks to enclose text and numeric values, specify a separator character other than a comma, and enable the padding of fields.

For further information about amending the file format, please refer to the following section.
Change the CSV Options for use with length-delimited files
  1. Browse to and select the required report > Edit.

  2. Report menu > Report Properties > enter a new report name and description > OK.

    Report Designer v1.3 and below - Properties pane > Name > enter a new report description > Enter.

    TIP: You can check your Report Designer version in Help > About > Application > File Version.

  3. Properties pane > CSV Options > enter the required options as follows:
    Delimiter Enter the delimiter to use to separate the fields in the CSV file.
    Fixed length To specify whether or not the values are written using their fixed lengths, choose True or False.
    Include Sections Select which report sections are exported when saving the report as a CSV file.
    Numeric Qualifier Enter the text to appear either side of numeric values in the CSV file.
    Text Qualifier Enter the text to appear either side of text values in the CSV file.
  4. File > Save As > File name > enter a new file name > Save > File > Exit.

    For further information about saving your document, please refer to article .

You have now amended the CSV options on your document. These settings take effect when you run your document to file and save as a Length-delimited CSV (*.csv) file.

Run reports as CSV or length-delimited files
  1. Preview the report > click Export.
  2. Save As window > select the folder where you want to save the report, for example, My Documents > File name > enter a new file name > Save as type > choose the CSV option you require.

You have now saved your report as a CSV file.

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