We don’t always want a report or form in a PDF format. Sage X3 allows us to export directly to an Excel format if you choose.
In the report parameters there is a field called Destination, select the magnifying glass and select Excel before selecting print.
If you don’t see Excel as an option, you will need to set it up. Go to Setup/Destinations/Destinations and fill out the highlighted fields below in your system.
Note: Make sure to enter your server info in the server field and not what is in the screenshot.
