customized reports

I'm a long-time Sage 50 user but recently upgraded to Sage 50 cloud (Quantum). I've been working on customized versions of standard income statements and came up with a good summary report we want to keep using. The problem is, I logged in one day and the report was gone. Can this report be easily retrieved? We've tried through 'Restore' but I can't get access as I'm not an administrator. If not, I can re-create it in about two hours but it's now happened to me twice so I'm skeptical about spending that much time on it again without knowing if the report can be saved permanently for all users to access without it disappearing suddenly.

Thanks,

Joe

  • 0

    Hey Joe, reports can be copied from other companies in Sage. So if you restore a backup of your data to a new company then it can be copied back from there. Or you could copy it over to the sample company and copy it back fro there if ever needed. There is a copy button at the top of the report screen, you would go into the sample company and choose copy from there to copy it over.