Copy Sage 50 Report Data to a Microsoft Excel Spreadsheet

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Use this procedure to copy data from a Sage 50 report or financial statement to a Microsoft Excel spreadsheet.

Note: You must have Microsoft Excel 2003 or a subsequent version installed on your computer for this procedure to work properly. Copying to Excel may work with earlier versions of Microsoft Excel (for example, Excel 2000), but this ability is not specifically supported by Sage 50.

For more information on using Excel, refer to Microsoft Excel Help.

Do one of the following:

In the Select a Report or Form window, select the report or financial statement that you want to copy from the list, and then click the Excel toolbar button at the top of the window.

Get detailed instructions on selecting a report.
Display the report or financial statement that you want to copy on the screen, then click the Excel toolbar button.

Get detailed instructions on displaying a report.

The Copy Report to Excel window appears.

Select the desired File option:

Create a new Microsoft Excel workbook: Select this option to create a new file.
Add a new worksheet to an existing Microsoft workbook: Select this option to append an existing file. Click the Browse button to choose the desired Microsoft Excel file.

Check or uncheck the Excel options check boxes as desired:

Use freeze panes (headers and labels are visible): Check the check box if you want the column titles in your Sage 50 report to be treated as freeze panes in the Excel worksheet. When you use freeze panes, the elements within these panes remain visible whenever you scroll up or down in the worksheet.
Enable automatic column filtering (Auto-filter): Check the check box if you want to be able to AutoFilter columns of data in the Excel worksheet. AutoFilter arrows will appear in columns that can be filtered to display a range of data. For example, if you enable AutoFiltering for the Aged Receivables report, in the Excel worksheet you'll be able to filter the report by customer ID.

Note: The Enable automatic column filtering option will be available only when you select the Raw data layout option.

Select the desired Report header option:

Send header to Page Setup in Excel: Select this option if you want the Sage 50 report header information to appear on the Header/Footer tab of the Excel Page Setup window but not appear in the onscreen version of the worksheet. On the Header/Footer tab, you can use the Custom Header option to customize the header, if desired, before printing the worksheet. The header will appear on the printed version of the worksheet. Note that all column header information (column titles) will be exported to and appear on the Excel worksheet.
Show header in Excel worksheet: Select this option if you want the report header to appear in the onscreen version of the worksheet but not be available for customizing in the Excel Page Setup window. You'll be able to edit the header right on the worksheet, if desired, before printing. Note that all column header information (column titles) will be exported to and appear on the Excel worksheet.

Note: These options will not be available if you've chosen to hide the header (title) information on the Sage 50 report.

Select the desired Report layout option (Sage 50 Premium Accounting and higher):

Sage 50 report layout: Select this option if you want the data to appear in the Excel worksheet with columns and rows formatted as in the original Sage 50 report.
Raw data layout: Select this option if you want the data to appear in the Excel worksheet with columns and rows unformatted regardless of the formatting in the original Sage 50 report.

Note: If you select Raw data layout, the Enable automatic column filtering option will be available.

When finished making selections, click OK.

Sage 50 will start the Microsoft Excel program, then copy the Sage 50 report data into a blank worksheet. The worksheet name will be the same as the Sage 50 report name.

To add Microsoft Excel data into Sage 50, use the Import facility. Tell me more about importing data.