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Saving, importing, and exporting data
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ILEMAKER PRO HELP 499
For more information, see Editing other privileges.
Tip You can also import read-only data from Excel files into FileMaker Pro files. See Setting up
recurring imports and Importing data into an existing file.
Saving and sending records as an Excel file
You can save FileMaker Pro data as an Excel file in all modes except Find mode. The Excel file will
only include fields that are visible on the layout when you perform the save (including any related
fields). Fields in panel controls that are not on the front-most panel are not included. All the records
in a repeating field will be exported into a single cell. If you want more control over which fields
appear in the Excel file, then use the Export Records command instead. See
Exporting data from
FileMaker Pro.
Your access privileges must allow exporting in order to save Excel files. See Editing other privileges.
To save records as an Excel file:
1. Display the layout that shows the fields you want to include in the Excel file.
See Switching between layouts.
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. For Save as type, choose Excel Workbooks (.xlsx).
5. 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.
6. Click Options to set the Excel options:
• If you don’t want to include the field names, clear the Use field names as column
names in first row checkbox.
• For Worksheet, Title, Subject, and Author, enter descriptive information about the file.
7. Click OK.
8. Click Save.
Note 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. See
Exporting data from FileMaker Pro.
Related topics
Microsoft Excel format
Saving and sending records as a PDF file
You can save FileMaker Pro data as a PDF file in all modes except Find mode. The PDF file’s
appearance is based on the current layout when you create the PDF file.