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Export a report to Excel format

Created on  | Last modified on 

Summary

How to extract a Reports and Maintenance report to Excel format (.xls) on Sage Payroll Professional.

Description

Your payroll application allows you to export Reports and Maintenance reports to ASCII file format. In this process, you can choose to export the file to TXT, CSV or XLS format. You'll be able to open these files in Microsoft Excel.

Resolution

  1. Access your company from the Company Listing screen.
  2. From the Main Menu, go to Reports, then select Reports and Maintenance.
  3. Locate the report to generate.
  4. Select the report name, then click Print.
    As an alternative, double-click on the report name.
  5. Select to send the Report to an ASCII file on the dropdown list.
  6. Enter the report filename (not longer than 16 characters).
    Enter the file extension .XLS after the filename.

    EXAMPLE:

    Output selection to ASCII file, selecting name to save the file.

     
  7.  Click Yes to confirm selections.Complete the report print selections, then click to Continue to generate the report
  8. Open Microsoft Excel.
  9. Select File, then Open.
  10. Locate the file you saved. 
    By default the file saves to the Downloads folder. 
  11. Select the filename, then click Open.
  12. Select Yes to open the file.
  13. Complete the Text Import Wizard steps to delimit and format the report data columns.
  14. Select Finish to complete.
  15. Review, format and save the file in Excel.

NOTE:

Not all the reports designs allow formatting in Excel or text format. As an alternative, you can create a custom report or run the history reports.