How to run reports to CSV or Delimited output

Summary

Within Sage 50 HR, when you run reports to file, you can choose to export the information in CSV format. You can use this format to view the information in other software such as Microsoft Excel and Notepad. This article explains how to save a report as a CSV or delimited file.

Answer

The types of CSV file available

When saving your Sage 50 HR report to file, you can choose from the following two CSV formats:

CSV document (*.csv) This output format is a true comma separated values (CSV) file, which places text output in double quotes without padding, leaves numeric fields with no quotes, and places commas between fields.
Length-delimited CSV(*.csv) This delimited output option is a much more flexible output format which you can use to do the following:

  • Specify characters other than double quotes to enclose text and numeric values.
  • Specify a separator character other than a comma.

Add padding to fields.

When you choose this output, the file format is based on the CSV Options settings on the report, which you can change.

To change the CSV options for use with length-delimitted files

1. Browse to and select the required report > click Edit.

Sage 50 HR 2010 v3.0 and below – Browse to and select the required report > click Open.

2. Properties pane > Name > enter a new description for the report > press Enter.

3. Properties pane > CSV Options > enter the required options as follows:

Delimiter Enter the delimiter to use to separate the fields in the CSV file.
Fixed length To specify whether or not the values are written using their fixed lengths, choose True or False.
Include Sections Select which report sections are exported when saving the report as a CSV file.
Numeric Qualifier Enter the text to appear either side of numeric values in the CSV file.
Text Qualifier Enter the text to appear either side of text values in the CSV file.

1. File > Save As > if required, change the location to save the report to, for example, Employment.

2. File name > enter a new file name > Save > File > Exit.

You have now edited your report, amended the CSV options and saved it as a new report.

To save a report as a CSV file

Browse to and select the required report > click File.

Save As window > select the folder where you want to save the report, for example, My Documents > File name >
enter a new file name > Save as type > choose the CSV option you require.

Click Save > if a Criteria window appears, complete the required information then click OK.

You have now saved your report as a CSV file.

Version

Sage 50 HR 2007 and above

For further advice or technical queries

Please contact us on:

01603 516350

enquiry@mintmis.com

www.mintMIS.com

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