Saving and sending records as an Excel file
You can save FileMaker Pro data as an Excel file (with the .xls filename extension) or Excel 2007 file (with the .xlsx filename extension) 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 tab panels that are not in front 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. For more information, see Exporting data from FileMaker Pro.
Your access privileges must allow exporting in order to save Excel files. For more information, see Editing other privileges.
Note  Microsoft Excel 2008 for the Mac OS X supports the same file format (.xlsx) as Microsoft Excel 2007 for Windows. The information that describes working with Excel 2007 files also applies to Excel 2008 files.
To save records as an Excel file:
1.
Display the layout that shows the fields you want to include in the Excel file.
For more information, 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 an Excel file type.
  •
To save the file with the .xls extension, choose Excel 95-2004 Workbooks (.xls).
  •
To save the file with the .xlsx extension, 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.
Related topics 
Microsoft Excel format
Was this topic helpful? Send feedback.