How to export financial statements
Description
Cause
Resolution
  1. Open General Ledger, Reports, Financial Reports
  2. Select the report to export
  3. Click Proceed
  4. Click the arrow at the bottom left corner of the report window. Select one of the following export options:
    • Printer
    • Deferred
    • Export / E-mail
    • Data Only Export

-OR-

A second export option is located in View Financial Report window.

  1. Open General Ledger, Reports, Financial Reports
  2. Select the report to export
  3. Click Proceed
  4. Click Preview
  5. Click the Export Report button (top left corner) in the View Financial Reports window
  6. Select applicable Format
    • Microsoft Excel (XLS) will export data as it shows in preview
    • Microsoft Excel - Data Only (XLS) will export raw data into excel
  7. Select Application as the Destination
  8. Click Ok
  9. Select applicable optional Excel Format Options and click Ok
DocLink: How to create, modify, and print Standard Financial Report in Sage 100 ERP
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