| | Sage 200 Report Designer - Introduction and Features Quick Guide |
| Description | This article provides quick steps for the most commonly used features, plus links to the more detailed articles available in Ask Sage.  NOTE: This article has been prepared and issued to you as a goodwill gesture only and Sage accepts no liability or responsibility for its use. For further support please refer to your Business Partner.
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| Resolution | The Sage Report Designer desktop displays the Designer view of the report, showing the sections, text and variables which make up the report. To the left and right of the report design are various panes which provide much of the functionality within Sage Report Designer.- Variables pane - This displays the tables and variables that are available to add to the document and any saved snippets. To add a variable to your document, simply click and drag it onto the design area.
- Toolbox pane - This is used to add different types of objects to your document, for example, boxes, text and images. To add an object to your document, from the Toolbox pane select the required item, then click the design area.
- File Explorer pane - This shows your report folders and the documents they contain. You can open a document in Sage Report Designer by double-clicking the report title in the File Explorer pane.
- Properties pane - This shows the object properties and conditional formatting options available for the object currently selected in the design area or Report Explorer pane. If no object is selected, it shows the main document properties.
- Report Explorer pane - This shows the structure of the document, with the name of the report, sections on the report and the variables and other objects each section contains.
To add boxes- Toolbox menu > Box > click on the design and draw to required size then release.
To add conditional properties- Select the object, go to the Properties pane, click Conditional Formatting, then click the finder button and enter the conditional formatting as required, click OK.
For further information about Conditional Formatting, click here.
To add criteria- Click Data, then click Criteria, click New Criteria
For further information about setting criteria, click here.
To add email settings- On the Report Explorer pane, select the report name, click the Properties pane, then choose Email Options and click the finder button, then enter the required email settings, click OK.
For further information about email settings in Report Designer, please click here.
To add expressions- Click the Toolbox menu, click Expression and click on the design then enter the required expression, click OK.
For further information about creating user defined calculations, please click here.
To add filters- On the Data menu, click Filters and enter the required filter, then click OK.
For further information about filters, please click here.
To add groups- On the Sections menu, click Add Section, then choose Group Header And Footer and enter the variable for the required group, then click OK.
For further information about adding groups, please click here.
To add images TIP: A linked image links back to the original image file, so any subsequent changes to the original file are reflected in your document. An embedded image remains the same on your document, even if the original file is later amended.
- On the Toolbox menu, choose Image (embedded) or Image (linked) as required, click on the design, then browse to and select the image file, click Open.
To add lines- On the Toolbox menu, click Line, then click on the design and draw to required size then release.
To add sorts- On the Data menu, click Sorts, then Add and enter the required sort, click OK, then click OK.
TIP: When adding a sort, be aware that any groups that exist on the report will take precedence over any sort that you add on. For example, if you have a Sales Ledger report that is grouped by SLCustomerAccounts.CustomerAccountNumber, and you add on a sort for the SLCustomerAccounts.AccountBalance, the report will still sort by the account number as it is grouped by this field. To sort by the balance, you would need to group by balance also and ensure that the balance grouping is the highest grouping on the report or remove the account number grouping.
To add text- On the Toolbox menu, click Textbox, then click on the design and enter the required text.
To add variables- On the Variables pane, expand the table, then drag and drop the required variables onto the design.
To change group or section properties, including section filters- On the Report Explorer pane, select the required section, click Properties pane, then click the relevant option.
TIP: The properties are different for headers and footers. Most group properties such as sorts are held in the header properties. For further information about changing section properties, click here.
To change paper size and orientation- On the File menu, click Page Setup.
To change print setup or printer- On the File menu, click Page Setup, then choose Printer, then click Properties.
- On the File menu, click Page Setup, then choose Printer, select Name, then choose the new default printer.
To move an object- Select the object, then click and drag the move handle, or use the arrow keys on the keyboard.
To rename a report- On the Report Explorer pane, select the current report name, click Properties pane, then click Name and enter a new name, then click Enter.
NOTE: If you are viewing this article from the Sage website, a list of Sage 200 Report Designer articles are now available.
Sage Business Partners can now log new cases online!If you're unable to find the help you require from our online resources, log a new case with us without having to use phone or email. Simply select 'Manage your cases' from the dashboard or visit my.sage.co.uk/cases.
Sage 200 ServicesDid you know Sage 200 customers now have access to a range of services direct with Sage. These include a bespoke Report Design Service, a library of How to Webinars and Ideas Portal just to name a few. Explore your potential using Sage 200 Services.
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