If you want to take Sage data and produce your own reports, you really have only one option - to get it into Excel. The Report Designer in Line 50 is about 15 years old and really a non-starter. Sage has recognised this and has worked hard in recent years to improve integration between Line 50 and Excel.
The key advance was the File'Send to Excel facility introduced in version 8 in 2002. However, there are still a number of traps for the unwary. None is insuperable, but you need to be aware of them in order not to be caught out. Briefly, the main ones are:
1. Dates come over wrongly. They LOOK right, but they are still wrong!
2. Frequently, all amounts come over as positive. For example, an exported list of Sales Invoices will show both Credit Notes and Invoices as positive numbe...