If you have problems with blank lines in the text file where there are page breaks, try the following options:

• Change the unprintable area setting on your printer to zero
• Change the margins in your positive pay report to zero (File, Page Setup, Margins)
• Verify you clear the Use form feeds checkbox (File, Page Setup, Print Options)
• Set up a printer object that uses the Generic/Text Only Windows printer driver. Print to file with that printer object
• Import the text file into Excel, sort by date, and then save it. This moves blank lines to the bottom of the spreadsheet

Report formatting can cause reports not to align properly when you export them to Excel.

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When designing reports and financial statements for export to Excel, follow these guidelines:

• Reports and financial statements must have a columnar format with adequate space for each column
• Reports and financial statements can't contain headers and footers
• For Excel to recognize numbers, include decimals and, as needed, negative signs to the left of the number
• Reports and financial statements can't print dollar signs and asterisks next to numbers
• If columns merge, you can add space between those two fields in the report design
• Sometimes, you'll need to modify the report so all fields are on one line on the design
• You can also modify the Print Controls
• Column headers can cause columns to merge or add more columns. Removing the column headers from the report removes this issue
• Total lines won't recalculate, they’re stagnant numbers. Removing the total lines will allow for easy addition of total lines in Excel

Formatting reports for export to Excel

Remove margins and headers, define print options, and set single-line spacing.

Create a copy of the design

1. Open the report design in Report Designer by going to File, Open Design.
2. Go to File and select Save Design As.
3. In the pop-up window under File Name add "to xls" at the end before the ".rpt". For example, "Job List to xls.rpt".
4. Click Save.

Remove Margins

1. From the File menu, select Page Setup, Margins.
2. Clear the Use system default checkbox, and then click OK.
3. From the File menu select Page Setup, Page Headings.
4. Clear the Use page heading checkbox, and then click OK.
5. Using the mouse, select the page header.
6. Locate the dashed line across the header with two black triangular handles on either side.
7. Click one of the black triangular handles and drag the line to the top of the page.
8. From the View menu, click Header.
9. Clear the check mark and remove the Header from the report design.

Remove Column Headers

1. From the Format menu, confirm you don't have Use Column Headings selected.
2. Optional: If any column headers remain, highlight and click delete.
3. Optional: If setting up a design to print labels, select the fields you want to appear on the labels. Separate each with a semicolon (;). Confirm all the fields appear on one line with no column headings.

Set number format

1. From the File menu, select Page Setup, Print Options.
2. In the Print Negative Numbers As area, select -999, and then click OK.

Set line spacing

1. From the Design menu, select Line Spacing, Single, and then click OK.

Remove Totals

1. From the Design menu, select Totals and clear any total checkboxes, and then click OK.

Save the design and update your menu

1. Save the modified design.
2. Add the new report to the application report menu.

Who to contact about creating custom reports or forms