Sage 200 Report Designer - How to run reports as CSV or Delimited files
Description
There are two CSV file formats available: CSV and length‑delimited CSV. In Sage Report Designer, you can change the document settings to control how a length‑delimited CSV file is created.
This article explains the different CSV formats you can use and shows how to change the CSV format options on a document.
NOTE:
This article is provided as a goodwill gesture only. Sage accepts no liability or responsibility for how this information is used. For further help or advice, please contact your Business Partner.
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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 creates a standard comma‑separated values (CSV) file. Text fields are enclosed in double quotation marks, numeric fields are not quoted, and commas are used to separate each field. No padding is applied to any values.
For further information about amending the file format, please refer to the following section.
Length-delimited CSV (*.csv)
This option provides a more flexible output format. It allows you to choose characters other than double quotation marks to enclose text and numeric values, select a separator other than a comma, and apply padding to fields if required.
For more information on how to change the file format, see the next section.
Change the CSV Options for use with length-delimited files
Browse to and select the required report > Edit.
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.
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.
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
Preview the report > click Export.
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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