| Troubleshoot missing reports and layouts |
Description | If you can't find a report or layout you need, you can follow the steps in this guide to restore it into your software. Let's look at how to do this. Using v30 or above? UPDATED: In v30.0, we consolidated and removed some older reports. For more information, click here > |
Resolution | Standard reports and layouts You can restore the Sage Reports and layouts only backup, which will retrieve any missing or deleted reports and layout files. Customised reports and layouts Reasons why your customised reports and layouts are missing: - The file's deleted
- You've moved machines or servers and have restored a data files only backup
- You've upgraded versions and the report has not transferred over
Troubleshoot missing custom reports > Check the My reports folder Customised or downloaded reports from the reports library will appear in the My reports folder of the specific module. - Click Reports in the module the report is missing from.
- Click My reports folder, for example My customer reports.
Restore your reports only backup If you've taken a backup that includes reports, you can restore your customised documents. If your backup also includes data files, these overwrite your current data. Ensure you take a current data only backup before restoring. You can then restore this after you restore your reports and layouts. - On the menu bar, click File then click Restore.
- Click Browse then browse to where you saved your backup and click Open.
- Click OK then click Yes.
- Click OK, enter your logon name and password then click OK.
- Check to see if the customised layout is there. Repeat this process until you've found a backup that contains the missing custom report or layout.
NOTE: Once you find your missing report or layout, if the backup you restored includes data files, restore your up to date data files only back up. This will bring your data back up to date without affecting the re-discovered reports and layouts. - Once you find a backup with the missing customised report or layout, take a reports and layout backup and label it accordingly so you know you've one for future reference.
Copy the files into your data directory If you can locate the customised files, for example on another computer or in the previous versions reports directory, you can restore the document.. - Open Sage 50 Accounts and log into the company you want to save the document to.
- Double click the customised file, then enter the company login details to access Report Designer.
- Click File, then click Save As.
Report Designer automatically directs to the correct folder. - Click Save.
Check Use Data path for reports If you've a multi-user licence, you can choose whether your company runs its reports from your local directory, or if it uses the data directory to locate reports. Changes to this may mean your software can't find your reports. - Click Settings, then click Company Preferences.
- Click Reporting.
- Check if Use data path for reports is selected.
If you've a single user licence, you can add Use data path for reports into the Sage.ini file. - Browse to the following directory: C:\ProgramData\Sage\Accounts.
- To display all hidden files and extensions, click View then select File name extensions and Hidden items.
- Open the Sage.ini file and after [SG50] add in the line UseDataPathForReports=1
- Click File then Save.
- Click File then Exit.
Troubleshoot missing custom layouts > Restore your layouts only backup If you've taken a backup that includes reports, you can restore your customised documents. If your backup also includes data files, these overwrite your current data. Make sure you take a current data only backup before restoring. You can then restore this after you restore your layouts. - On the menu bar, click File then click Restoree.
- Click Browse then browse to where you saved your backup and click Open.
- Click OK then click Yes.
- Click OK, enter your logon name and password then click OK.
- Check to see if the customised layout is there. Repeat this process until you've found a backup that contains the missing custom layout.
NOTE: Once you have the correct backup, if this includes data files restore your up to date files only backup. This will show your latest data without affecting the restored layouts. - Once you find a backup with the missing customised layout, take a reports and layout backup and label it accordingly so you know you have one for future reference.
Check the layouts folder Layouts including Invoices, Credit notes, Sales and Purchase Orders and Statements are all stored in the Layouts folder in your data directory. To access the layouts folder from within your software: - Click Invoices and Credits, then single click any record.
- Click Print, then click Layouts.
- Right-click any layout in the list, then select Show in Explorer.
The layouts folder will then open. - Check this folder for the layout you're expecting to see. If it isn't in here, you must locate it and add it to this folder
- If you can see the layout in one company and not another, you should copy the file from the first company's layout folder, then paste into the folder of the second company
TIP: The Letters folder holds the letters layouts. To access this, repeat the steps above in Customers, then selecting Letters. Bespoke layout request If you're unable to locate the layout in your data or by restoring, you can request it to be created again with our Customer Services Reporting team. Customise a standard layout If you cannot locate the document and have no backups, you can amend one of the standard documents and customise to meet your requirements. If you need to make multiple changes, we offer a bespoke design service. If you can't find a guide to help, or you're unsure how much work is involved in a design, you can log a case to get further advice. Prevention - We recommend that you to create a backup of just your reports and layouts regularly. This can easily be restored if you lose or delete layouts or reports in error
- Make your design easy to spot in a list - You can right-click and rename reports and layouts, you can make your designs stand out in the list by giving them good descriptive names
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