sending reports to excel
Posted: 23 Sep 2013, 14:13
How do I send my reports to excel please. The option is 'greyed out' at the top 
thank you
thank you
There are two format you can use to export reports to be suitable for use in Excel.
The first is to export to excel format, this sounds great, but it is not that useful as it makes an excel worksheet that "looks" like the report, so it has headers, footer and the data is not that easy to use, because there are page breaks and gaps.
The second is to export to csv format, this doesn't look like the report, but it is the raw data from the report (you may also get some rolling sums that you don't see in the report) which is generally more useful for manipulation.
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But better than sending data form a report into excel is to pull data from the sage database table directly into excel because you can hit refresh and get the latest data in seconds instead of mucking about running reports, exporting to excel, cutting and pasting and having to re-do the same thing each time.