Export to Excel creates an Excel file on the server that’s accessible to all users, but the file needs to be confidential. Can I save it to a confidential location?

After creating the same file 25 times in the same folder, it no longer saves the export.

Versions 25.1 and earlier

• Versions 18.4.1 and earlier: Files created from the Export to Excel feature in Inquiries save in the root of the company folder
• Versions 20.1 through 25.1: Sage prompts the user for the name and location to save the Excel file

Versions 25.2 and later

As of version 25.2, we added a new Inquiry Export tab in 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 it uses the path:
    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

Change location where Inquiry Export to Excel saves files