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Send accounts data to Microsoft Excel

Created on  | Last modified on 

Summary

How to export your Sage 50 Accounts reports to Excel.

Description

You can export your reports to Excel for further analysis in just a few clicks. Let's do this now.

Resolution

  1. Open Sage 50 Accounts, then browse to and select the report you want to send to Excel.
  2. Select the required output option as follows: 

 

To save your report with a specified file type

Press Export, browse to where you want to save the file, enter a file name and file type, then press Save.

To send the report to Excel in the same format as the report preview

Press Report to Excel.

 

To send the report data to Excel, placing the information in columns ready for further analysis.

Press Data to Excel.

 

3. If a Criteria window appears, enter any required criteria then select OK.

TIP:

If Excel reports are missing header lines, edit the report in Report Designer. Select View, then Properties, then Export Options, then select the Header checkboxes. Save the report using File then Save As.

 


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