To export reports to a Microsoft Office Excel Workbook (.xls):

1. From the Reports menu of any application, select the report.
2. In the Print Selection window, click Printer Setup.
3. Select the Print to file check box. Click Select File.
4. Browse to the folder you want to save the file and enter the file name.
5. In the Save as type list, select Microsoft Office Excel Workbook (*.xls). Click Save.
6. Click OK and Start.

Notes:

• Report columns may not align properly when you export them to Excel due to their formatting. See Columns are not aligning when I export my report to Excel. and/or Exporting Financial Statements to Excel merges columns.
• Excel limits rows in a spreadsheet based on the version. If your report contains more data than allowed in Excel, not all of it will appear in the .xls.

Sometimes saving Sage 300 CRE reports as an .xls file will not be successful. You may get the error: "Invalid .xls. .xls file format is invalid" Another option is to save the report as a Plain Text (*.txt) file:

1. From the Reports menu of any application, select the report.
2. In the Print Selection window, click Printer Setup.
3. Select the Print to file check box, and click Select File.
4. Browse to the folder you want to save the file and enter the file name. The file name can be the same as the current name.
5. In the Save as type list, select Plain Text (*.txt). Click Save.
6. Click OK and Start.
7. In Microsoft Excel, open the file you saved in step 5. To view text files in the browser, select Text Files (*.prn, *.txt, *.csv) in the Files of Type list.
8. The Text Import Wizard window appears. The default Original data type is Fixed width. You can preview the report in this window. Click Next to view and set additional options.
9. Click Finish to open the report in Excel.

Notes:

• You may need to adjust column widths, but that should be the only change necessary to view the original report.
• After you save the report to a text file, the data is static. Your data does not link in real-time as in an ODBC-connected report. If you plan to use Excel often for Sage 300 Construction and Real Estate data, you may consider the Office Connector product. Click http://www.event1software.com/product/office-connector-suite/ for further information.
• For tips on how to design a report for export as a text file in Report Designer, see Columns are not aligning when I export my report to Excel.
• MyAssistant is an add-on application that includes functionality to email reports and tables. MyAssistant tasks can be created to gather information from sage tables and send Excel worksheet. To see a demo of MyAssistant and get pricing information, contact Sage 300 CRE Support to arrange to have an associate contact you.