How do I use MARS to export MS Access reports to Excel?

Export MS Access reports to Excel & automatically deliver them to an FTP site, send them in emails, or deliver them to any number of other destinations. MARS lets you customize them before delivery. Here's how.

  • This article describes how to export MS Access reports to the following formats:
  1. Microsoft Excel (*.xls)
  2. Microsoft Excel 2007 (*.xlsx)

Microsoft Excel (*.xls) outputs for MS Access

MS Access: MS Excel output formats options in MARS.

Format

The output format is selected as part of the Destinations setup for each destination type. The tab above can be found in the Destinations section of a schedule.

Format Option

  • Worksheet Name: Write the name of the worksheet if not it will go by default as Sheet1.
  • Workbook Password: Here you may have the option to create a password for the format.
  • Access TransferSheet Method: By default MARS will use the default method when exporting an Access report. The default method allows for any pass through queries or formatting to exported along with the report.
    • If this process fails, MARS will attempt to use the TransferSheet method to export the report. The TransferSheet method does not allow for pass through queries or special formatting. The report would be exported with data only.

Options

MS Access: MS Excel output formats options in MARS.
  • Use this option to select to export all pages or just a selection.

File Summary

MS Access: MS Excel output formats options in MARS.
  • Determine file summary by filling in the required properties as illustrated above.
  • If properties are not filled in or are left blank, the original properties which exist in the exported report will be preserved. To overwrite these with a blank, enter a space in the field you wish to overwrite.

Naming

These options determine how the exported file will be name:

MS Access: MS Excel output formats options in MARS.
  • This is the option where you named the output file.
  • Default Naming Convention: MARS will name the output file in the following format: reportname.format extension, e.g. Catalog Report.pdf.
  • Customize the output file name: Choose your own filename or right-click and use the Insert Function to insert a value.
  • Customize output extension: Choose your own extension. This is useful for system integration. For example, the default extension for a character separated file is "CSV," but you can give your export an extension of "txt" so that the file can be read by another already existing system you may have. You may also right-click and use the Insert Function to insert a value.
  • Append date/time: This is useful for the following reasons:
    • If the filename is the same each time, and it is being exported to the same folder each time, then it will be overwritten by the latest one each time. By appending date and time to the filename, each file remains unique, and no files are overwritten.
    • You can track which reports ran and when they ran by looking at what the report is named.

Misc

MS Access: MS Excel output formats options in MARS.
  • Compress (ZIP) Output: Zips the output. Ability to use .zip encryption as well.
  • Zip File Encryption: Check the option to encrypt and password protect the zip file.
  • Defer Delivery: The report will be generated at the scheduled time, but will not be delivered to the specified destination until later.

Microsoft Excel 2007 (*.xlsx) outputs for MS Access

MS Access: MS Excel output formats options in MARS.

Format

The output format is selected as part of the Destinations setup for each destination type. The tab above can be found in the Destinations section of a schedule.

Format Option

  • Worksheet Name: Write the name of the worksheet if not it will go by default as Sheet1.
  • Workbook Password: Here you may have the option to create a password for the format.

Options

MS Access: MS Excel output formats options in MARS.
  • Use this option to select to export all pages or just a selection.

File Summary

MS Access: MS Excel output formats options in MARS.
  • Determine file summary by filling in the required properties as illustrated above.
  • If properties are not filled in or are left blank, the original properties which exist in the exported report will be preserved. To overwrite these with a blank, enter a space in the field you wish to overwrite.

Naming

These options determine how the exported file will be name:

MS Access: MS Excel output formats options in MARS.
  • This is the option where you named the output file.
  • Default Naming Convention: MARS will name the output file in the following format: reportname.format extension, e.g. Catalog Report.pdf.
  • Customize the output file name: Choose your own filename or right-click and use the Insert Function to insert a value.
  • Customize output extension: Choose your own extension. This is useful for system integration. For example, the default extension for a character separated file is "CSV," but you can give your export an extension of "txt" so that the file can be read by another already existing system you may have. You may also right-click and use the Insert Function to insert a value.
  • Append date/time: This is useful for the following reasons:
    • If the filename is the same each time, and it is being exported to the same folder each time, then it will be overwritten by the latest one each time. By appending date and time to the filename, each file remains unique, and no files are overwritten.
    • You can track which reports ran and when they ran by looking at what the report is named.

Misc

MS Access: MS Excel output formats options in MARS.
  • Compress (ZIP) Output: Zips the output. Ability to use .zip encryption as well.
  • Zip File Encryption: Check the option to encrypt and password protect the zip file.
  • Defer Delivery: The report will be generated at the scheduled time, but will not be delivered to the specified destination until later.
  • For more information, go to Deferred Delivery