Save Records As Excel
 
Purpose 
Saves records to a specified Excel worksheet.
See also 
Saving and sending records as an Excel file
Creating scripts to automate tasks
Format 
Save Records as Excel [Restore; No dialog; “<output filename>”;
Automatically open; Create email; Records being browsed/Current record]
Note  In order to save records as a Microsoft Excel worksheet, your privilege set must include Allow exporting, or you must set the script to run with full access privileges.
Options 
 •
Perform without dialog prevents the Excel Options dialog box from displaying as the script step executes if you have already specified a file. If you have not specified a file, the Save Records as Excel dialog box displays as the script step executes, but the Excel Options dialog box is not displayed.
 •
Specify output file specifies the file path. Choose the folder you want to export to, or type the file path directly into the list. Specify one path per line. FileMaker Pro will use the first path it locates. See Creating file paths. You can choose to Automatically open file or choose to Create email with file as attachment to create a blank email with the Excel file as an attachment.
If FileMaker Pro executes a script that does not specify an absolute path, and the database file containing the script is hosted, the path is assumed to be the current user’s Documents folder.
 •
Specify options displays the "Save Records as Excel" Options dialog box. From the Save list, choose Records being browsed or Current record. Specify whether the values in the first row should be used as field names or as data. For Worksheet, Title, Subject, and Author, you can enter text directly, or click Specify to enter a field name or values from a calculation.
Compatibility 
 
Where the script step runs 
Supported 
FileMaker Pro 
Yes 
FileMaker Server scheduled script 
No 
FileMaker Go 
No 
Custom Web Publishing 
No 
FileMaker WebDirect 
No 
Runtime solution 
Yes 
Originated in 
FileMaker Pro 8.0
Description 
This script step operates in all modes except Find mode.
Example 1 
Finds and sorts records, then saves the found set as an Excel file without prompting the user.
Go to Layout ["Invoices"]
Perform Find [Restore]
Sort Records [Restore; No dialog]
Save Records as Excel [No dialog; "Unpaid Invoice List.xlsx"; Records being browsed]
Related topics 
Export Records script step
Import Records script step
Script steps reference (alphabetical list)
Script steps reference (category list)
Was this topic helpful? Send feedback.