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SMART Reporting: Report templates available with updated date ranges available on Customer Zone

We received enquiries regarding the SMART reports with date ranges, unable to select period end dates greater than 2020 as in the example below:

The reports have been updated allowing you to select year greater than 2020. The new report templates are now available on the Customer Zone.

Prerequisites

  • Before installing any new software, we recommend to do a Full System Backup of your payroll application, in case the install is interrupted and you need to revert back
  • You will require permissions to be able to extract files to your payroll application folder

How do I download the new report templates?

  • Access the Customer Zone (https://customerzone.sagevip.co.za)
  • Select Updates on the menu options, then select SMART from the drop-down menu options
  • Locate SMART 16.10.0.1, and select Click here to view
  • Scroll down on the screen and select the option Download Updated Report Templates (2021)
  • The compressed zip file will be downloaded to the location as set on your browser
  • locate the file vipsmart_2021.zip and double-click to access the file
  • The file will be opened by the default program for compressed zip files
  • Select to Extract all the files
  • The location to extract to will be directly to your payroll application folder (where the system is installed - for easy reference, right-click on you payroll desktop icon, select Properties and take note of 'Start in' location)
  • When prompted to overwrite files and folder, select Yes

How do I know the templates installed correctly?

When you run any SMART report with a date range, you will be able to select processing period dates greater than 2020.