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Export reports

Introduction

You can generate reports in a variety of different file formats, depending on what you want to do with them.


Report formats

Format   Description

XML

.xml

XML format can be used to import the information in the report into other software applications. XML files are text-based, and can be viewed in XML editors, Internet browsers, and text editors including Microsoft® Notepad.

PDF

.pdf

PDF is a popular format that can be viewed and printed using the free Abode® Reader®, so it is a good choice if you want your report to be available to a wide audience.

PDF files can be edited, but only by using tools such as Adobe® Acrobat®, and cannot be edited in Adobe Reader.

If you want to prevent editing, or restrict access to the PDF, see Protect your PDF reports.

HTML

.html

HTML is a popular format that can be viewed or printed using most Internet browsers.

Excel 97-2003

Excel 2007

.xls

.xlsx

Excel files can be viewed in Microsoft Excel, and also some other compatible spreadsheet applications such as OpenOffice Calc.

You can choose which sections of the report to include. See Export properties.

Note: Subreports that are contained in your report are not exported to Excel.

Plain text Ansi

Plain text OEM

.txt

Plain text files can be viewed in most word processors and text editors (such as Microsoft Notepad).

Two types of plain text format are supported:

  • ANSI format uses a character set that is primarily for use with Windows.
  • OEM format uses an 8-bit character set that is primarily for use with DOS.

CSV

CSV - Length Delimited

.csv

CSV is a text-based format that can be viewed in most spreadsheet applications, word processors or text editors. CSV format can be used to import the information in the report into other software applications.

Two types of CSV file are supported:

  • CSV format produces a file in the true CSV (Comma Separate Value) format. Text is contained in double quotation marks, without padding; numeric fields have no quotation marks; and commas are placed between fields.
  • CSV Length Delimited format produces a file which is comma separated, but is more flexible as you can specify the characters used in the output file, and enable padding of fields. See CSV Options properties.

Bitmap image

.bmp

BMP format can be viewed by most image viewer applications (such as Microsoft Paint), and can be included in documents and presentations.

Sage Report Data

.datareport

Sage Report Data files can be viewed in Report Designer. It is not possible to view these files in other software applications.


Export a report

  1. Choose File > Export.

    The Save As window appears.

  2. Browse to the folder where you want to save the file.

    Tip: It is good practice to save all reports of the same type in the same location.

  3. Enter the File name, and set the format of the file in Save as type.
  4. Click Save to export the report.

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