Exporting Data to Microsoft Excel
You may need to get data out of a Sage 100 Contractor report, Quick Report, Quick Grid, or Find query and into a Microsoft Excel spreadsheet so that you can add to or reorder the data or combine data from different reports into one document.
In some situations, a grid may be displaying too many columns to be viewed in the Print to screen viewer or to be printed, even in landscape orientation. It is just situations that exporting to Microsoft Excel provides a solution. Microsoft Excel has the capability to capture all the data on any grid in Sage 100 Contractor.
Important! If you do not have access rights to any data included in the export action, you are notified and no export file is created.
Important! If support for Microsoft Excel Object Library is not present on the machine that initiates the export action, you are notified and no further actions are performed.
The exported data includes the following information:
- Company name
- Report title (grid or query name)
- Selection criteria
- Column headers
- Labels
- Data
- Formulas
- User name
- Report number (for example, 3-5-0-21)
- Date and time
The exported data excludes the following information:
- Graphics, lines, double lines, boxes
- Pagination
-
Checks
To export report data to Excel
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From a main window, for example 4-2 Payable Invoices, on the tool bar, click the Print Records button. |
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The Report Printing window opens. |
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Select a report that you want to export to Excel. |
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Click the Send report data to Excel button. |
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Your computer launches Excel with a new worksheet populated with the report data. |
To export Quick Grid data to Excel
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Open a Quick Grid window. |
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On the toolbar, click the Print Records button. |
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The Report Printing window opens. |
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Click the Send report data to Excel button. |
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5
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Your computer launches Excel with a new worksheet populated with the quick grid data. |
To export Find query data to Excel
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Open a window that supports Find queries. |
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The Query List window opens. |
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Select a query, and click Run. |
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The Run Query window opens. |
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Enter criteria, and click Run. |
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Your computer displays a quick grid populated with the query data. |
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On the tool bar, click the Print Records button. |
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The Report Printing window opens. |
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Click the Send report data to Excel button. |
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Your computer launches Excel with a new worksheet populated with the selected data. |