my preferred way to get data into excel is to use a customized lookup when possible and use the export to excel button, following that, if you need data from header and detail tables that contain a large number of records, you can select a report task that will be the most efficient at selecting data for the desired tables and create a form code or report setting and modifying the crystal report so you have your bare columns lined up on a single detail row, this allows you to use the report task to initially filter data loaded into the work table, you then export to excel. if you are just after a single table or two tables like SO_SalesOrderHeader and SO_SalesOrderDetail and they don't contain a large number of records then you can use excel to pull the data directly into a table using an odbc query on a workstation where the sage 100 workstation client and excel is installed, if always pulling from the same company, i recommend setting up a DSN specifically for that company with the user credentials and company saved so you are not prompted to log in every time you refresh the query. If using 64 bit excel, you will need to install the 64 bit odbc driver for sage 100 also.

i think this video will help you. https://www.youtube.com/watch?v=Piqk-R0i9FY