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How to save reports and layouts to file

Created on  | Last modified on 

Summary

This guide explains how to save your reports and layouts as a file on your computer, using Sage 50 Accounts.

Description

Running your documents to file can save paper and make them easier to find. You can even attach the file to the memo tab of your records. Let's take a look at how to do this.

Resolution

Save reports, layouts, letters or labels to file

  1. Select the required document, then click Export.
  2. Complete the Save As window as required, then click Save.
  3. Enter any required criteria for your document, then click OK.

File formats and their uses

XML Files

An .xml file is formatted like an HTML document, and can be viewed using an Internet browser such as Internet Explorer or Google Chrome.

PDF

A .pdf file provides a document that can't be amended or altered, making it useful to send to customers and suppliers.

HTML Files

An .html file can be viewed using an Internet browser such as Internet Explorer or Google Chrome.

Microsoft Excel Files

You can open .xls or xlsx files in Microsoft Excel and other spreadsheet packages.

Text Files

A .txt file which uses the ANSI (American National Standards Institute) character set for use with Windows.

OEM Text Files

A .txt file which uses an 8 bit OEM (Original Equipment Manufacturer) character set which is primarily used as a DOS language.

CSV

A Comma Separated Value (CSV) file. This places text output in double quotation marks, numeric fields with no quotation marks and places commas between fields.

Delimited Files

A Comma Separated Value (CSV) file with a much more flexible output format. You can specify characters other than quotation marks to enclose text and numeric values, specify the separator character other than commas and enable the padding of fields.

Bitmap Files

A graphical format used within Windows. This format could be used to export a report from Sage Accounts to be added to a presentation.

Data Files

This creates a .datareport file that should only be used when you want to view or print a report in Sage 50 Accounts at a later date, as this format cannot be viewed using any other software.

 

 

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