Use Custom Export to create, edit, or copy templates that define which Sage BusinessWorks data to export.
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
How to access Custom Exports
Each Sage BusinessWorks module includes the Custom Export feature.
- Choose the module you want to export from.
- 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.
- Browse to AR, Transfer, then Custom Exports.
- Click New to create the Custom Export.
- Enter a name for the Custom Export, and click Next.
- Select AR Customers for the Data Source.
- A list of exportable items appears on the left side of the screen.
- Select the fields to export, and click Add to move the items to the selected side.
- Click Next for options to sort your export.
- Click Next for options to filter the export.
- Select your export file and click the Export button.
- Select the export file format desired, and click the Export to File option button.
- Save the file where you can locate it later.
- Solution ID
- 222924250017618
- Last Modified Date
- Sun Aug 24 13:09:44 UTC 2025
- Views
- 0