TUG Tip - Sage 300 CRE

TUG Tip -- Sage 300 CRE

Clean Printing to Excel in Sage 300 CRE

I love using Excel! There are times when it can be really helpful to have Sage 300 information in Excel, to total, sort and do all the other tasks Excel does so well; but, the system's 'Print to Excel' option would frequently result in columns being off, data being in one column for the first half and two columns over for the next half of the data, etc. I was given this helpful tip at a Lunch & Learn hosted by our Sage Partner.

Instead of printing (to file) your report as an xls file, print your report as a plain text (.txt) file. 

Open the file in Excel and follow the prompts to move through the Text Import Wizard. 

All of your columns will be correct and you have the added benefit of being able to move column dividers, select formats, and not import columns you don't need. 

Be sure to save the file as an Excel workbook once you've finished the Wizard.