Exporting to Excel

We recommend that you use a program that can read the .xls file, such as Microsoft Excel or OpenOffice Calc so that the user can validate the data.

The administrator can disable this feature for all or selected users.

See administration tasks for H5 in the M3 Core Administration Guide.

Note: You must enable the F5 key configuration in SES401/E. The Program, User, and Company fields are required.
  1. Open a program. The program must be in the B panel.
  2. Select the records to export.
  3. Select Tools > Export to Excel.
  4. Select the rows to export:
    • Export currently selected rows.
    • Export all rows.

      You can export a maximum number of 9999 rows.

  5. Select the format of the data to export:
    • Source Format: file uses the current data type. The column format in the resulting file is dependent on the data type defined in the list in the M3 program.
    • Target Format: file uses General as the default data format in Excel.
    • Text Only: file uses Text as the text data format in Excel
    • Source Format with Restrictions: file uses the current data type with the except for column type CHAR and is uppercase.
  6. Click EXPORT.
  7. Open or save the resulting file.