In this sessionyou'll learn about:
- The structure of reports in Report Designer.
- The impact of adding groups and sorts to a report
- Making some basic amendments to existing reports
This session has now taken place, but don't worry a recording will be made available shortly: Webinar recordings article
View the slides for this session:
Sage 50 Accounts - Report Designer - Introduction to Sections and Groups.pdf
Questions from recent sessions
| Question | Answer |
| If I mark a report as a Favourite by the next day it is no longer marked as such. Is there a setting to turn Favourites on? | This would usually relate to your windows permissions - When opening your software right-click your shortcut and select the Run this program as administrator option. See if this makes a difference. |
| If I change a report and later can I default back to the original report? | You'll find that you can't overwrite a standard report - if you amend one you'll needs to save it with a different file name for exactly this reason. |
| I believe the “update ledger” report can only be generated before posting a batch of new customer invoices or credits to the ledger. Is it possible to add departments to this report? | All standard reports are flagged as read only. If you were to edit this, you would have to save it with a different file name. When updating the ledgers the Sage 50 Accounts will still use the original report. |
| We are currently trying to create a Trail balance with a department, is there a way to set this up that it summarises it. Currently it is now creating multiple lines for the same nominal but doesn't actually split the totals per department | Depending on the level of the softwar eyou are using you could try running the transactional trial balance report - Nominal codes > Reports > Trial Balance folder - when you run this report you can specify which department you want to run it for. |
| Can we change layout to landscape if we run out of space to add in more columns etc? | When editing the report - File > Page Setup > switch to landscape. |
| We do not have departments can i add them? | Depts are available in Sage 50accounts and Sage 50 Accounts professional. if you have access they should be on the left hand navigation pane and can be used at ay point but most beneficial at the beginning of the financial year if you wsh to use departmental management reports. |
| Can you hide data fields and then sort by them? E.g, add the data fields department number and department name, then hide the department number and sort by this field? | As long as the data field is included on the report - visible or hidden, you should be able to sort on it. |
| Can you remove data fields? | If they aren't needed datafields can be removed - select the data field and delete it. |
| I have a great cumulative order form that sage built for me a few years back. However, quotes as well as orders are included which I dont really want, is there any way to change this so I only get orders? | You could apply a filter to your report. However an easier option would be to apply a filter to your list of records before running your existing report. |
| In this list - If you wanted more space between the lines - how can you do that? | You'd need to increase the height of the section that contains the data fields. |
| Can we make the page size different e.g. wider or longer? | Open the Amend page setup article |
| We have a report that we have designed but only I can see this. How can we make sure this is available to all users? We are on a network | Open the report sharing article |
| We use a 3rd party to produce out invoices and import them into sage. It means every line of every invoice is listed on our reports. Could the group function be used to avoid long reports? | If you are using V28.1, when importing transactions, use the Audit Transactions grouped option. |
| They are imported directly into the invoices and credit section where we update ledgers. Could we do this following this? It is not a report I have used before so not sure |
If they are imported into the Invoices and credits ledger then they'll be grouped when you update ledgers. Whether the details group or not will simply depend on the report you are running. |
| Do you have to save in "My reports" Can other users see them? | It'll default to the 'My Reports' folder but you can browse to save it to a different folder. Availability of reports for other users will depend on your set up, and also whether you're using Remote Data Access. Open the report sharing article |