File Export - Processing

The following reports export your data in the correct format to import them back into Sage Accounts. Read more

Report name	File name	Location
Customer Record CSV	SI_Ledg.report	Customers > Reports > Customer details
Customer Record CSV (Extended)	SI_Ledg2.report	Customers > Reports > Customer details
Supplier Record CSV	PI_Ledg.report	Suppliers > Reports > Supplier details
Supplier Record CSV (Extended)	PI_Ledg2.report	Suppliers > Reports > Supplier details
Nominal Record CSV	NI_Ledg.report	Company > Nominal Ledger > Reports > Nominal details
Nominal Record CSV (Extended)	NI_Ledg2.report	Company > Nominal Ledger > Reports > Nominal details
Transaction CSV	TRANS.report	Company > Financials > Reports > Miscellaneous
Transaction CSV (Extended)	TRANS2.report	Company > Financials > Reports > Miscellaneous
Product Record CSV	ST_LEDG.report	Products > Reports > Product details
Product Record CSV (Extended)	ST_LEDG2.report	Products > Reports > Product details
Product Transaction CSV	ST_TRANS.report	Products > Reports > Product details
Project CSV Report	PJCSV.report	Projects > Reports > Project details
Fixed Asset CSV	FXDASTCSV.report	Modules > Fixed Asset Register > Reports > Fixed asset list

1. Open the required module, for example Customers > Reports.
2. Open the required reports folder, for example Customer details > select the required report, for example Customer Record CSV.
3. Export > complete the Save As window as required > Save > OK.

For further information about importing a file back into Sage Accounts, please refer to File Import - Processing.

If the information you want to export isn't included on any of the reports you can try exporting it by following any of these instructions:

• Open the grid or list you want to copy > press To Excel.
• Open the grid or list you want to copy > press Alt+X.
• File > Microsoft Integration > Contents to Microsoft Excel.