KB20200715/01: Sage 300 People – How to Create a Skills Export

The Skills Export extracts information from the Sage 300 People system into a Microsoft Excel sheet. The information in the Microsoft Excel sheet is then used to complete the Skills reports and can also be used to run a macro on to populate the generic SETA file, required to submit your skills reports.

When creating the Skills Export, the Export File Name field will enable you to browse to a location where you want to save the Microsoft Excel sheet and to create a file name. Ensure that the file is saved as a 97-2003 Microsoft Excel workbook.

To access the Skills Export screen, from the Navigate to > Exports > Skills Export

> Browse to the location where the file should be saved.
> Give the file a name and confirm that it is an Excel 97-2003 Workbooks type of file.
> Click on Save.

The following screen displays:

> Complete the applicable fields.
> Once you have completed all the information, click Export CSV.

The following screen displays:

> Click on OK and Close the screen

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