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.

This feature can be disabled by the administrator for all users or for selected users.

See administration tasks for H5 in M3 Core Administration Guide.

  1. Open a program. The program must be in the B panel.
  2. Select the records that you want to export.
  3. Select Tools > Export to Excel.
  4. Select the rows to export:

    • Export currently selected rows

    • Export all rows

      A maximum of 9999 rows can be exported.

    Select the format of the data you want to export:

    • Source Format: file uses the current data type

      Note: 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 the default data format (General) in Excel

    • Text Only: file uses the text data format (Text) in Excel

    • Source Format with Restrictions: file uses the current data type with exception to column type CHAR and is uppercase.
  5. Click EXPORT.
  6. Open or save the resulting file.