Running reports over a network

Reports may run slowly when accessed over a network. You can run your reports from your local machine to improve speed.

1. On the menu bar, click Settings then click Company Preferences then click Reporting.
2. Deselect the Use Data Path for Reports check box, then click OK.
3. If required, copy the report to your local machine.
4. Run the report and check the speed.
5. On the menu bar, click Settings then click Company Preferences then click Reporting.
6. Deselect the Use Data Path for Reports check box, then click OK.

If the report runs locally, you should troubleshoot any performance issues.

Run the report for a smaller selection

Try running the report for a smaller number of records.

Restore the reports only backup

If you experience issues with standard reports and layouts, you can restore the reports and layouts only backups.

Check your data

1. On the menu bar click File, click Maintenance then click Check Data.
2. If there are no problems, a message appears informing you of this click OK.
   
   If there are problems with your data, the File Maintenance Problems Report appears. To find out how to fix any errors, warnings and comments, click How to fix errors & warnings in your Sage data or visit sage.co.uk/mydata
   
   
3. Click Close then click Close. 

'No data was returned for this Report'

This message appears whenever there is no information found for the criteria given. Follow the steps on our Error: 'The report could not be generated. No data was returned for this Report' article.

Restore the layouts only backup

If you experience issues with standard reports and layouts, you can restore the reports and layouts only backups.

Download the fixed layouts for Statements or Invoices

1. Click the relevant layout you want to download below.
2. If prompted to save the file, browse to where you want to save the file, then click Save.
   
   Depending on your web browser, the file may automatically save to your Downloads folder. To view your Downloads folder, press Ctrl + J on your keyboard.
   
3. Browse to and right-click the downloaded file, then click Copy.
4. On the menu bar click Help, then click About.
5. Under Program Details click the Data Directory path.
6. Open the Layouts folder and right-click and paste in the downloaded layout file.
7. Run the new layout from your software. These will be named 'Copy of ...' 

 NOTE: If the 2008 layouts don't hang, this is because no delivery address variable attached. If you never use delivery addresses for the affected layout, refer to the Edit your layout to remove delivery and letter variables section.

Statements

Copy of 2008 STATOSA4.LAYOUT

Copy of 2008 STATASA4.LAYOUTCopy of INVPLAINA4.LAYOUT

Invoices

Copy of 2008 STATASA4.LAYOUTCopy of INVPLAINA4.LAYOUT

Set the default delivery address to the registered address

 NOTE: The address and contacts option isn't available in Sage 50 Accounts Essentials.

1. Open the customer record and click the Details tab
2. Click Addresses & Contacts then click Preferences.
3. Click Default delivery address then click Registered address, click OK.
4. Click Close then Close.
5. Try running the layout again for that record, if the layout runs correctly, repeat step 1 for all affected records.

Reindex and compress delivery addresses

1. Take a backup of your data.
2. Click File then Maintenance.
3. Select ReIndex Customer Delivery Addresses and ReIndex Supplier Delivery Addresses.
4. Click OK then click Yes to the Confirm window.
5. Click Compress Now on the Information window.
6. De-select the Compress All Data Files checkbox then select Sales Ledger and Purchase Ledger.
7. Click Compress, then click OK on the Information window.
8. Click Close then click Close again.
9. Try running your layout again.

Edit your layout to remove delivery and letter variables 

1. Select the document you want to amend, then click Edit.
2. On the menu bar click Report, then click Report Properties.
3. Enter a new report name and description, then click OK.
4. Click Report, then click Criteria.
5. Select LETTER_TYPE.LETTER_TYPE, then click Remove.
6. Click OK.
7. Click Report, then click Filters.
8. Remove the part of the filter that refers to the COMMUNICATION_ADDRESS table.
9. Within the layout, delete any delivery address variables. For example SALES_DEL_ADDR or PURCHASE_DEL_ADDR.
10. Click Report, then click Joins.
11. Select the SALES_DEL_ADDR and press Delete.
12. Repeat the previous step for the LETTER_TYPE and COMMUNICATION_ADDRESS tables.
13. Re-add the name and address variables from the relevant SALES_LEDGER  and PURCHASE_LEDGER tables.
14. Click OK.
15. Click Report, then click Email Settings.
16. Click To:, then select the existing expression.
17. Click Edit, then click Clear.
18. Enter SALES_LEDGER.E_MAIL, then click OK, then click OK.
19. On the menu bar click File, then click Save As.
20. Enter a new file name then click Save.
21. On the menu bar click File, then click Exit.

Check Restrict mailing isn't set

If you're sending letters, check your customer or supplier records aren't set to Restrict mailing.

Open the required customer or supplier record, click Credit Control, then clear the Restrict mailing check box.

Configure your credit control layout settings