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Has anyone had success in exporting a report from Crystal to Excel - Data Only format and have Excel format columns with string values as 'TEXT' and not 'GENERAL'? I can't seem to come up with a way to do this in Crystal. Thought I would check here before…

On Sage 100 Advanced 2021 sp5. I created a container with only the AR_InvoiceHistoryHeader file. added 4 fields. set the filters to a single date and only Source Journal "SO" the invoices are all duplicated. I tried the same thing on a different…

We have 20 user setup on Windows Server, with Remote desktop for all users to login to server. We cannot find a version of office to install on Windows Server, and cannot access reports and data to export to Excel (the button is always grayed out). I…

Learn about the options for sending your accounts information quickly and easily to Excel. This session has now taken place but you can watch a recording >

Hi, We've been using Business Works for years and now need to integrate Order and Invoice data into our in-house proprietary external database that manages our operations. We have a few questions: Can we use SQL to set up an ODBC connection? …

I was doing a report group and sending to an existing Excel file like I have for years. Same report group. I did it 2 days ago for march and april. next day I go to do the same report for may it starts the process, then shuts down. I restarted, I tried…

Hello all, hope you are enjoying this lovely sunshine? I bought a new desktop, yesterday. Everything is peachy, except that the fresh install of the full Sage 50 program wont export to PDF, or export/import to Excel. It will crash and close when I try…

So, so I have a custom report to display a list of costs, and each list displays the total cost per category and there is a navigate function using the on-demand subreport to display detailed costs per category. when I want to export the custom report…

We have a new PC with a fresh installation of Sage 50 Accounts and Microsoft Office 365. However, the Sage tab is not showing in Excel. I have tried adding it in Excel via File, Options, Add-Ins, Manage, COM, Go, but the Sage add in is not present. How…

Hello! We are in the process of building a website solely for our wholesale customers. We need to be able to put in the Quantity Discounts per item/ group of items. How can you export a list of Quantity Discounts including the Minimum Qty for Discount…

I've just upgraded Sage 50 to the 2023 version. Now when I try to Export to Excel, I get the message "An unexpected error occurred while copying your report to Microsoft Excel". I have previously used this feature daily. I have restarted my computer several…

I have started to upload A/P Invoices using the Excel template provided with Sage 300. Whenever I upload a file, I get the error message "Vendor cannot be blank" despite the Vendor Number (IDVEND) being populated in the Excel file (in the "invoices…

Hi there Is it possible to set up an external query / database connection (ODBC/SQL/Web Query), so that I can automatically import & refresh my custom Excel reporting using my Sage Business Online Accounting data? I am currently exporting as csv…

At one of our customers an error occurs during Excel export, no matter if group or report. These lines can be found in the log files. ERROR generating excel file. HTTP status:200 Message: A certificate is required to complete client authentication Feb…

Buenos días, Estamos empezando a trabajar con el POWER BI (análisis de datos de forma masiva) y quería saber si hay alguna manera de sacar un listado de Excel con todos los pedidos que sacamos el año pasado donde se diferenciase el cliente y los artículos…

Good afternoon I would like to know how I can speed up my monthly payroll. Everything has been set up but currently I have to manually enter each employees wage, I have the wages and pay filled in on an excel document. so how would one go by 'importing…

Good day, I have a wage per hour report on my report menu that I want to export to excel. Or even write a report from VIP to excel. Is this possible? We use VIP Classic Payroll. Monica van Staaden

Hi, I essentially I want to see my nominal ledger, split by department. I'm building a report in Excel that uses the connection properties and command type of SQL to extract data from the SAGE databases, but I'm not seeing any links between departments…

Buenos días, ¿hay alguna forma de exportar en Excel un listado de mis clientes con las direcciones de envío que tengan? desde la pantalla clientes no consigo verlo y desde informes de clientes: datos postales me salta siempre el mensaje IcExport2Excel…

Buenas tardes, Estamos generando una preparación de libros (Modulo contabilidad y finanzas / Contabilidad / Presentación de libros) y nos encontramos que sage solo nos los genera en formato PDF. En nuestro desplegable de opciones sí nos aparece la…

I am trying to export 'Data to Excel', on the 'Profit Report By Customer - Summary', but it doesn't bring through the Profit column, nor does it keep it in the same order as the report. Does 'Data to Excel' not bring through formulas? Also, it brings…

We have been upgraded to Microsoft 365 Apps for business. 64bit. Which is great as we now have all the latest features however the Send to Excel Button is now not working. Found a help page that links to a compatibility checker but the link does not…

My excel version is Office 2016. When I export data from Sage 50 to excel, there are different date format in the date column (as below image, different date format for 12/4/2022 and 14-4-2022). It is difficult to use Excel Power Query to do some analysis…