Saving and sending records as an Excel file
1. Display the layout that shows the fields you want to include in the Excel file.
Note When saving as an Excel file, FileMaker Pro does not save fields that are not visible in Browse or Preview mode.
2. In Browse or Layout mode, choose File menu > Save/Send Records As > Excel.
In Preview mode, click
Save As Excel in the
status toolbar.
3. In the Save Records As Excel dialog box, enter a name for the file.
4. Specify where to store the file, what to save, whether to automatically open the file, and whether to create an email with the Excel file as an attachment.
•You can save the current record or all the records in the current
found set.
•If you select Create email with file as attachment, an email is created with the Excel file attached.
5. Click OK.
6. Click Save.
Notes
•Fields in
panel controls that are not on the front-most panel are not included.
•When you save or send data as Excel, fields on
popovers are not included in the destination file. Use
File menu >
Export Records instead. After naming the destination file and setting Excel options, choose
Current Table in the Specify Field Order for Export dialog box, then select the fields you want to export.
•All the records in a repeating field will be exported into a single cell.
•Your access privileges must allow exporting in order to save Excel files. See your database administrator.
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