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DSM Eddy

Inquiry Excel Export change for version 20.1

Posted By

We just upgraded to Sage 20.1. When exporting inquiries to excel one of the changes allows the user to select the file location to save to before it opens up in excel instead of automatically saving to the Sage data file. Is there a way to adjust this so it comes up in excel first then we can choose to save or not? Or a way to adjust it to automatically save to a different location?

Also, when the window comes up to choose the file location it always pops up to the data file folder. There doesn't happen to be a way for that to open up to the last location we saved a file to does it?

Parents

  • I believe both items (being asked where to save it and then default to last saved location) have been "Product Enhancement" requests for a long time if I recall correctly. It appears from your question that they may have implemented one of them (being asked where to save it first).   I am not sure of the other.   I do recall the purpose of the request (ask where to save first) was due to great security/privacy concerns.  Previously, when you would export an inquiry, it would save the excel file to your network first and then open in excel for the user to then manipulate.  Problem was, say you exported an inquery with pay rates in it.  Then ANYONE in your company with access to that directory location could open that excel file since it was first saved on your network with no security provisions.   In this design enhancement, being able to choose where its saved first closes that security loophole as the user can now specify where the export should be saved.    And then yes, I agree with you that defaulting to that same last location would be great.  Not sure if that has been implemented or not. 

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  • I believe both items (being asked where to save it and then default to last saved location) have been "Product Enhancement" requests for a long time if I recall correctly. It appears from your question that they may have implemented one of them (being asked where to save it first).   I am not sure of the other.   I do recall the purpose of the request (ask where to save first) was due to great security/privacy concerns.  Previously, when you would export an inquiry, it would save the excel file to your network first and then open in excel for the user to then manipulate.  Problem was, say you exported an inquery with pay rates in it.  Then ANYONE in your company with access to that directory location could open that excel file since it was first saved on your network with no security provisions.   In this design enhancement, being able to choose where its saved first closes that security loophole as the user can now specify where the export should be saved.    And then yes, I agree with you that defaulting to that same last location would be great.  Not sure if that has been implemented or not. 

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