How to export a report to Microsoft Excel in Sage 50 Cloud

Instructions for exporting a report to Excel in Sage 50 Cloud and save the file to the local drive.

Select Reports & Forms and left-click the report you want to export.
Select Options to filter date range and other options.
Click OK.
Click the Excel icon at the top of the page.
Select Create a new Microsoft Excel workbook in the Copy Report to Excel window, and then click OK.
The report will then load and open in Excel.
In Excel, go to File and Save, and then select the location to save the file.
In the Windows App File Explorer, select the local drive under This PC. Example: "C on computer name".

Users unable to save directly to the local drive from Sage 50 Cloud can reference Unable to access a local drive within Sage 50 Cloud for workarounds.

Integration of Microsoft 365 with Sage 50 Cloud requires a Business Premium or Enterprise license.
Users can confirm the license type at portal.office.com/account under Subscriptions. See How can I tell what version of Microsoft 365 I’m using?
Sage 50 Cloud can't export to Excel on the desktop computer. It can only export to Excel on the Cloud.
You can purchase the license from Sage 50 US Sales by calling 1-800-626-8634.
For new users on the first attempt, it will require you to sign in to your Microsoft account.