Sage 200 Report Designer - How to format Report Designer for exporting into Excel

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As the information is being exported into Excel it does not matter how wide your variable or text boxes are as long as they do not overlap.

Steps

The following steps contain everything you need to help you on how to format the report for Excel export.

• View > properties > Excel Export Options > select sections to be included > OK (see image below).
  
  

• Select the variables, text, lines, boxes you want to remove > Delete.
• Edit > Select All.

• Align left (see image below).
  
  

• Select the variables / text boxes that are not aligned vertically > Format > Alignment > Left (see image below).
  
  

• Select the variables / text boxes that are not aligned horizontally > Format > Alignment > Choose Top or Bottom (see image below).
  
  

• The below image shows incorrect formatting where boxes are overlapping and alignment is incorrect which will cause blank columns or merged cells within Excel once exported.
  
  

• The below image shows correct formatting where boxes are not overlapping and alignment is correct resulting in the information being correcly formatted once exported to Excel.
  
  

• Once you have aligned and formatted the variables and text fields you can now save the report as a new customised one and then add to Sage 200 System Administration then the Sage menu.
  
  

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