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Export data using Custom Exports

Created on  | Last modified on 

Summary

Use Custom Export to create, edit, or copy templates that define which Sage BusinessWorks data you export. Because Sage prints only certain items, exporting the data is the way to retrieve information that the program doesn't print.

Description

You can export the data in various formats,

  • Microsoft Word and Excel
  • plain text (.TXT)
  • rich text (.RTF)
  • comma-delimited text (.CSV)
  • tab-delimited text
  • HTML
  • Data Interchange Format (.DIF)
  • SYLK
  • Clipboard

 

Resolution

How to access Custom Exports

Each Sage BusinessWorks module includes the Custom Export feature.

  1. Choose the module you want to export from.
  2. Go to Transfer and click Custom Exports. For example, AR, Transfer, Custom Exports.
    • You can also access from the System Manager Menu bar. Select Utilities and click Custom Exports.

Custom Export example

Export customer information from Accounts Receivable.

  1. Browse to AR, Transfer, then Custom Exports.
  2. Click New to create the Custom Export.
  3. Enter a name for the Custom Export, and click Next.
  4. Select AR Customers for the Data Source.
  5. A list of exportable items appears on the left side of the screen.
  6. Select the fields to export, and click Add to move the items to the selected side. 
  7. Click Next for options to sort your export.
  8. Click Next for options to filter the export.
  9. Select your export file and click the Export button.
  10. Select the export file format desired, and click the Export to File option button.
  11. Save the file where you can locate it later.

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