Copy
Sage 50 Report Data to a Microsoft Excel Spreadsheet
Use this procedure to copy data from a Sage 50 report or financial
statement to a Microsoft Excel spreadsheet.
Note: You must have Microsoft Excel 2003 or a subsequent version installed on your computer for this procedure to work properly. Copying to Excel may work with earlier versions of Microsoft Excel (for example, Excel 2000), but this ability is not specifically supported by Sage 50.
For more information on using Excel, refer to Microsoft Excel Help.
- Do one of the following:
The Copy Report to
Excel window appears.
- Select the desired File
option:
- Create a
new Microsoft Excel workbook: Select this option to create a new
file.
- Add a new
worksheet to an existing Microsoft workbook: Select this option
to append an existing file. Click the Browse
button to choose the desired Microsoft Excel file.
- Check
or uncheck the Excel options check
boxes as desired:
- Use freeze
panes (headers and labels are visible): Check the check box if
you want the column titles in your Sage 50 report to be treated as freeze panes in the Excel worksheet.
When you use freeze panes, the elements within these panes remain visible
whenever you scroll up or down in the worksheet.
- Enable automatic
column filtering (Auto-filter): Check the check box if you want
to be able to AutoFilter columns of data in the Excel worksheet. AutoFilter
arrows will appear in columns that can be filtered to display a range
of data. For example, if you enable AutoFiltering for the Aged Receivables
report, in the Excel worksheet you'll be able to filter the report by
customer ID.
Note: The Enable automatic column filtering option
will be available only when you
select the Raw
data layout option.
- Select the desired Report
header option:
- Send header
to Page Setup in Excel: Select this option if you want the Sage 50
report header information to appear on the Header/Footer
tab of the Excel Page Setup window but not
appear in the onscreen version of the worksheet. On the Header/Footer
tab, you can use the Custom Header
option to customize the header, if desired, before printing the worksheet.
The header will appear on the printed version of the worksheet. Note that
all column header information
(column titles) will be exported to and appear on the Excel worksheet.
- Show header
in Excel worksheet: Select this option if you want the report header
to appear in the onscreen version of the worksheet but not be available
for customizing in the Excel Page Setup window. You'll be able to edit
the header right on the worksheet, if desired, before printing. Note that
all column header information
(column titles) will be exported to and appear on the Excel worksheet.
Note: These options will not be available if you've chosen to hide the header (title) information on the Sage 50 report.
- Select the
desired Report layout option (Sage 50 Premium Accounting and higher):
- Sage 50
report layout: Select this option if you want the data to appear
in the Excel worksheet with columns and rows formatted as in the original
Sage 50 report.
- Raw data
layout: Select this option if you want the data to appear in the
Excel worksheet with columns and rows unformatted regardless of the formatting
in the original Sage 50 report.
- When finished making selections, click OK.
Sage 50 will start the Microsoft Excel program, then copy the
Sage 50 report data into a blank worksheet. The worksheet
name will be the same as the Sage 50 report name.
To add Microsoft Excel data into Sage 50, use the Import facility. Tell me more about importing data.
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