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Sage 100: 7 Easy Steps to Export Data to Excel

Sage 100: 7 Easy Steps to Export Data to Excel

By Sage 100 Certified Consultant, Mike Renner

Sage_100.pngIn the last few months several of our customers using Sage 100 (formerly MAS 90) have asked for reports or a way to get data out of Sage 100. We always look at the standard reports that are built inside of Sage 100 first. I believe it was important to document these procedures and a way to do this:

Many times it is easiest just to build a report that will pull data into a custom Crystal Report or in this case Excel.

 

  1. Open Excel
  2. Select Data then other sources
  3. From the MS query select Sota MAS
  4. You will need to login with your normal Sage 100 login and password
  5. From here you can select the table and fields you will need example: IM_ItemTransactionHistory table and fields; item, transaction data, transaction code, cost and extended cost
        Note: It is important to know what tables and fields you are looking for in the first place, your Sage authorized partner can help you with this.
  6. Finish and return data to MS Excel, import data and login again.
  7. The data will now be exported to excel
 
Please contact me at 760-618-1395 or mike.renner@wacptrs.com if you have questions.
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