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Add columns to a list view and export to Excel in Sage 200
27 April 2023
Sage 200 has the option to add or remove columns form any list to suit your needs and also export to Excel.
How do I do this?
Firstly, you’ll need to select the list you want to add columns to.
Once you have selected your list, right click on any column, and simply select the fields you want to use, from the list given under the Columns heading.
How to filter and export the data
Now that you have selected the fields that you want to use, you can search, or filter, the data with values that are included on the new column.
Once you do this you can export all the results using the Export All to Excel option.
You can also use the steps above to remove any columns that you don’t use. You’ll just need to de-select the columns, instead of selecting.
Following these steps may have an impact on any third-party add-ons you have installed in and alongside your Sage 200 system. We would always recommend that you conduct thorough testing on a copy of your live databases and that you contact all the providers of any 3rd party addons or integration packages to ensure that their functionality is not going to be compromised in anyway.
Sage 200 combines powerful accounting software with the freedom of the cloud. Connect the dots between departments and become a smarter, more agile, and better-informed business.
The modules available mean the software can grow and adapt as your business grows.
Sage 200 offers:
- Supercharged features to power growth
- Greater control & insight of your business
- A simple, intuitive, user interface to support users
- Integration with Microsoft 365 – allowing your teams to collaborate and share more easily
- Module options for managing stock, projects & manufacturing processes
This intuitive software delivers big picture visionary information, as well as granular details. And has the capabilities to deliver the insights you need to achieve success for your business.
Speak to a member of the GCC team and find out more about Sage.