Versions 25.1 and earlier

Export inquiries directly to Microsoft Office Excel Workbook.

1. Open the inquiry that you want to export, for printing or further calculations.
2. Press ALT+X or click the Export to Excel button in the tool bar.
3. Enter the location and file name for the exported file.

Sage 300 CRE works only with 32-bit versions of Microsoft Office.

Versions 25.2 and later

As of version 25.2, we added a new Inquiry Export tab Tools. This allows users to specify a default export path for inquiries exported to Excel.

1. Go to Tools and then Options.
2. Select the Inquiry Export tab.
3. Select Enter a default path for inquiries you export to Excel.
4. Click the … button to browse and select the desired folder.
5. Click OK.

When exporting an inquiry to Excel, the Save In path defaults to the specified location. You can still choose a different location for individual exports if needed.

1. Select the Location tab.
2. Select one of the following options to specify how the path is applied:
    NOTE: The setting selected on the Location tab applies to all tabs in the Options window. 
   
   • All users of this software: Select this option to use one path for all company data folders
   • Only users of the current data folder: Select this option to set a different path for each company data folder