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Create a report using Excel Integration - on premise only

Before you begin

You must have:

• Added the Sage 200 Excel functions to your Microsoft Excel application.

To create a report

1. Open the Excel spreadsheet to be developed.

2. Add a Sage Function.

   1. Select the Formulas tab.

   2. Choose Insert > Function.

      The Insert Function window appears.

   3. Select Sage Functions from the Or select a category drop-down list.

   4. Select the required function from the Select a Function box. A description of what the function does is displayed underneath.

      Depending on the selected function, you may need to enter the name of the account or value you require. If prompted, enter the exact name of the value or account, as specified in Sage 200.

   5. Click OK to add the function to the spreadsheet.
3. Continue to develop the report, adding Sage 200 functions and formatting where required.

4. Save the report. We recommend that you save the report in the same folder used by Sage 200.

   By default, this is in the ...Sage\Excel folder. If you are using Sage 200 on a network, you will need to specify the network path.

   You can add your new report to the Menu view on the Navigation bar, using the menu design mode.