Exponenciel - Efficient and affordable Sage ACT! add-ons

You are here: home > support > online help > advanced export to excel for act! 2020 > table of content

Online help
Advanced Export To Excel

PREVIOUS TOPIC
How to set up a new report

NEXT TOPIC
Naming of the report

How to select the records to be exported and sort them

Here is the main window of the add-on:

.

How to select the records to be exported

As you can see the add-on gives you the option to export either all the records of the list view or the ones that are currently selected.

In other words, before launching the add-on, either create a lookup of the records you want to export or manually select them.

What about sorting them?

The records will be exported in the order they appear in the list view. So you need to sort them before opening the add-on.

Do the columns in the list view matter?

No, they don't. Don't worry about them. The fields that will be exported are the ones you choose in the Report Settings window. The add-on uses the list view to know which main records of the report to export and what sort order to apply. Nothing else.

PREVIOUS TOPIC
How to set up a new report

NEXT TOPIC
Naming of the report

Back to the Table of Content

   

Across this Web site, ACT! and ACT! Premium, Sage ACT! Pro and Sage ACT! Premium are referred to as ACT! or Sage ACT!.

home | products | support | order now | resellers | contact us | meet now
Design by Exponenciel

Exponenciel has been a leading developer of Sage ACT! add-ons, Sage ACT! addons, Sage ACT! plug-ins, Sage ACT! plugins since 2001.
ACT!, ACT! for Workgroup, ACT! for Web, Sage ACT! Pro and Sage ACT! Premium are registered trademarks of Sage Corporation.