Hi
I am using Sage 50 and I have four separate companies.
I have designed a detailed stock report in one company and I would like to copy this to another company since I need to extract information in the same format for both companies.
Is there any way that I can do that?
Also I need to be able to export all of the information on these reports to an Excel spreadsheet where each field appears in a separate column. At the moment the reports are appearing in Excel in the same format as a normal Sage report. Is there a way to export all information to appear in separate columns.
Any help would be very much appreciated.
Thanks.
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Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
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Copying Reports from one company to another
-
brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Re: Copying Reports from one company to another
Question 1.
There are 2 ways to do this.
The easy way is to backup sage but use the "only backup the reports" option in advanced. You can then restore this in the other company.
The other method is to copy the file the files are in a hierarchy of folders in the data directory. (Yuo can find the location of this in Help>About
Question 2
Save it as a CSV format not Excel and it will be useable in excel.
There is another way more advanced way to do this, that is to use the ODBC drivers to pull live data from sage data table into excel sheets and cut out the report designer. You can build fantastic complex spreadsheets which on the click of a button just refresh themselves to use the latest data form Sage.
There are 2 ways to do this.
The easy way is to backup sage but use the "only backup the reports" option in advanced. You can then restore this in the other company.
The other method is to copy the file the files are in a hierarchy of folders in the data directory. (Yuo can find the location of this in Help>About
Question 2
Save it as a CSV format not Excel and it will be useable in excel.
There is another way more advanced way to do this, that is to use the ODBC drivers to pull live data from sage data table into excel sheets and cut out the report designer. You can build fantastic complex spreadsheets which on the click of a button just refresh themselves to use the latest data form Sage.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
-
brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Re: Copying Reports from one company to another
Question 1.
There are 2 ways to do this.
The easy way is to backup sage but use the "only backup the reports" option in advanced. You can then restore this in the other company.
The other method is to copy the file the files are in a hierarchy of folders in the data directory. (Yuo can find the location of this in Help>About
Question 2
Save it as a CSV format not Excel and it will be more use able in excel with data in columns.
There is another way more advanced way to do this, that is to use the ODBC drivers to pull live data from sage data table into excel sheets and cut out the report designer. You can build fantastic complex spreadsheets which on the click of a button just refresh themselves to use the latest data form Sage.
There are 2 ways to do this.
The easy way is to backup sage but use the "only backup the reports" option in advanced. You can then restore this in the other company.
The other method is to copy the file the files are in a hierarchy of folders in the data directory. (Yuo can find the location of this in Help>About
Question 2
Save it as a CSV format not Excel and it will be more use able in excel with data in columns.
There is another way more advanced way to do this, that is to use the ODBC drivers to pull live data from sage data table into excel sheets and cut out the report designer. You can build fantastic complex spreadsheets which on the click of a button just refresh themselves to use the latest data form Sage.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Re: Copying Reports from one company to another
Thank you very much indeed for this very helpful response - much appreciated.
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