Export list items to Excel

You can export the items in a list to an Excel spreadsheet.

Note - information

If you are using versions up to Sage 200 Professional 2023 R2, Excel must be installed on your PC to export list items to Excel.

Excel does not need to be installed on your PC if you are using Sage 200 Professional 2024 R1 version onwards. This means you can now view the spreadsheet in any application that supports the Excel format.

  1. Right-click in the list, and select Export.

    • To export the highlighted items in the list, select Selected to Excel.

    • To export all items in the list, select All to Excel.

      If you have selected a search filter, this will only include the records that have been filtered.

  2. The items are exported to an Excel spreadsheet.