Export reports

You can export reports to different formats for distribution to your team, or across your company. You might also want to combine exported reports with third-party applications.

About exporting reports

Reports often contain information that you want to share or use elsewhere. You can export reports to several different formats, so you can use the information in a variety of ways.

Not all reports can be exported to all formats. If the data you're exporting doesn't work with a specific format, you will not be able to export to that format.

To export granular data, such as getting a list of only London customers or only invoices from January through December, you export the data from reports. You can create and run reports, then export the data to a local file.

Some reports let you filter for specific data for finer granularity. When you export a filtered reports, the data shown is limited to the records you specified with the filter.

Subscription

Company

Regional availability

All regions

User type Business, Employee
Permissions List, View, Run

Find reports

There are two quick ways to find reports: the Reports center and application menus. With the right permissions, you can find any report in the Reports center. Reports that were added to an application menu provides another way to quickly access the data.

Open a report from the Reports center

  1. Go to Reports > Reports center.
  2. Select All > All reports.
  3. Select the application for the report from the View dropdown. For example, select General Ledger to limit the list to general ledger reports.

Open a report from an application menu

  1. Go to the application.
  2. Select Reports to view a list of reports.
  3. Choose the desired report.

Basic exports

Most reports are exported using the same basic steps. However, there might be extra steps that you're prompted for under certain conditions. The following tasks outline the basics steps for exporting each of the different report types.

Custom reports must be memorized before you can export them. Make sure you've memorized a custom report before attempting to export the report.
  1. From the Reports center select the Financial reports filter from the All reports tab, or go to Reports > All > Financial reports, then locate the report in the list.
  2. Select Export as and choose the output format: HTML, CSV, PDF, or Excel.
  3. After the export is complete, download and Save the exported file.
    Specify the location where the file is saved and make sure that the report name provides information about the report.
  1. In Reports center or from the appropriate application, locate the report in the list. For example, Go to Accounts Receivable > All > Reports > AR ledger.
  2. If necessary, include any required information, such as Location or Department.
  3. Select Export and choose the output format from the dropdown.
  4. After the export is complete, download and Save the exported file.
  1. Go to Reports > Reports center and tab to Memorized.
  2. Locate the report in the list of memorized reports.
  3. Select Export as and choose the output format from the dropdown (Word, Excel, CSV, or Text).
  4. After the export is complete, select Download the file.
  5. Save the exported file.
  1. Go to Reports > Reports center and tab to Memorized.
  2. Locate the custom report and select Export as.
  3. Choose the report output format from the dropdown and select OK.
    Depending on the type of report you selected, the report will appear on the page (HTML, text), as a PDF (PDF), or be launched in the appropriate application (CSV, Excel).
  4. Save the exported file.

Export formats

The following table lists the available export formats.

Not all formats are available for all reports.
Report export formats
Format Available for

HTML

 Most financial, standard, and custom reports

CSV

 Most financial, standard, and custom reports

PDF

Most financial, memorized reports

Excel

 Most reports1
Word Lists of reports, custom reports
Text Lists of reports, memorized reports, custom reports. When you export a report to text, the report information appears on the page instead of being presented as a file you download. Use the Copy and Paste feature on your local machine to copy the text and save it as the file type you choose.
XML Lists of reports, custom reports

Troubleshoot report exports

Use the following to troubleshoot problems you might encounter when exporting reports.

Changes to Microsoft security can cause issues when exporting to Excel. See Can't export a report to Excel for details.

For CSV and Excel files, this is usually caused by a setting in your browser that causes the browser to open the file in an application instead of downloading the file.

Try using a different browser or configure your browser so that it doesn’t try to open the file. Some browser settings might require IT to make the change.

This can be caused by an older version of Excel or by security settings.

  • Make sure you’re using the latest version of Excel
  • Export the file as a .csv file
  • Unblock the option for security on the file
  • Set Sage Intacct as a trusted site

See Can't export a report to Excel.

The exported file is in an older format, for example .xsl instead of .xsls. Ignore the message and open the file.

Typically, this is either a browser setting or an issue with the PDF reader. Verify that your browser is set to use the correct application for PDFs. See your browser help for details.