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.
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You can save the current record or all the records in the current found set.
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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:
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If you don’t want to include the field names, clear the Use field names as column names in first row checkbox.
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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
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