The process for adding a report in Sage 200 Extra Online is slightly different from on-premise installations in that, when you select the target, you cannot browse to the file locally on your machine.

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.

CAUTION: Before you can add the report, you must have uploaded the report to Sage 200 Extra Online already using the Add-on-Packager to create the sdbx file that holds the report. If you have not yet done this or require assistance, read more. Once the sdbx file has been created this will need uploading to Sage 200 Extra Online via Sage 200 Online SAA System Administration.

Follow the sections below to add your report to the Sage 200 Extra Online menu.

Obtain the report location

Part of this process involves pointing to the new report therefore you need to know the location of the file before continuing.

1. Within Sage 200 Extra Online, open Report Designer.
   

   NOTE: You may be asked to authenticate your session at this stage.

2. Use the tree structure to browse to the report you wish to add to the report menu and double click on the report name to open it.
3. Close the report to return back to the main screen within Report Designer. The list of recent files will display the path of the report you just opened at the top of the list. Make a note of this path, starting from the module that the report is held in. In the example below, this would be 'sales\My New Sales Ledger List of Accounts.report'.
   
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Adding the report in System Administration

1. Open System Administration.
   

   NOTE: You may be asked to authenticate your session at this stage.

2. Select Features from the menu.
3. In the list of features, browse to the location where you wish to add the new report. Right-click on the folder location and choose Add New Feature. This example uses the 'Basic' folder within the Sales Ledger.
   
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4. Give the menu option a name. A GUID should already have been assigned. Click OK.
   
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5. Locate the new option from the list of features. Right-click on the feature and select Role Authorisation.
   
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6. Make the feature available to the required roles by selecting them from the Available Roles list and using the arrow button to move them into the list of Authorised Roles and select OK.
   
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7. With the feature still selected, select the Targets tab from the Feature Properties section towards the bottom of the screen and select the Add... button.
   
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8. Enter a name for the report against the Target Name field. Change the Target Type to Report. For the Target Action, enter the path from step 3 in the previous section.
   

   NOTE: You must enter this exactly as it appeared in Report Designer. You must not use the ellipsis browsing button as you will be unable to browse to the correct path via this method.
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Adding the report in Sage 200 Extra Online

1. Log in to Sage 200 Extra Online as a user in the role that was assigned to the feature in System Administration.
2. Select Menu Design Mode from the Tools menu.
3. Use the menu on the left and expand to the area where you wish to add the report. Right-click on the sub-menu and choose Add Menu Item.
   
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4. Use the Tree View to locate the feature created in the previous section, highlight the option and click the Select button.
   
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5. Select Save in the Add Menu Item window.
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6. Select Save then Close to exit Menu Design Mode.

NOTE:Note: If you are viewing this article from the Sage website, a list of Sage 200 Report Designer articles are now available.