Customised reports can be added to Sage 200 Extra Online using a different method to that required for Sage 200 Extra. The reports must be added to an .sdbx file which can be created via the Add-on Packager utility contained in the Business Partner Tools.

For customers using the Sage 200 Extra Online 2016 build, you will need to create the file in your Sage 200 Extra 2016. The Business Partner Toolkit can be downloaded from here.

NOTE: You can also upload layout files to Sage 200 Extra Online however these cannot be added to the menus in the program.

NOTE: This article assumes that Sage 200 Extra Online 2016 is being used and the correct version of the Add-on-Packager has been downloaded to match that version.

1. Open the Add-on Packager from the Business Partner toolkit in the Start Menu.
2. On the General tab, enter a suitable name for the Add-on.

   

   NOTE: We recommend you use the company name and a relevant name that refers to the title of the report or type of reports you will be adding to the package file.

3. Select the Files tab. Right-click in the left-hand window and select Add folder... from the menu, and name the folder reporting

   

4. Right click on the Reporting Folder and Choose Add File.

   

5. Browse to the required report or layout file, select it from the list then choose Open.
   

   
   

   TIP: You can add more than one report or layout to the package. Repeat steps 4 and 5 as often as required. Report files must have a file type of .report and layouts must have a file type of .layout.

   
   

6. Select the Defined Features tab. Right-click in the left hand window and select Add group from the menu, then amend the name to something relevant.

   

7. Right click the folder (in this example we have called it Sage 200 RDS) > add feature > amend ‘Name’ field to match the filename of report, this must include '.report' at the end.

   

8. 
   

   Right click feature ‘Add Target’ > Action = report filename including '.report' at the end, Name = report filename excluding .report at the end, Type = Report

   

9. Return to the General tab. At the bottom of the screen, enter a path in the Output folder where you wish the created .sdbx file to be saved.
10. Select the Build menu then Build add-on package. This will create an .sdbx file which can be uploaded as an Add-on in Sage 200 Extra Online System Administration.

To add the SDBX to System Administration

Follow the steps below to add the report to the System Administration.

1. Open the System Administration
2. Go to Add-Ons in the left hand side
3. In the right hand side of the screen, right click and choose Add New Add-On
4. Follow through the steps to add the new Add-On

   • NOTE: On step 3 you need to tick the box 'I wish to proceed even though the package does not have a digital signature'

5. Once the wizard has finished, go to features on the left and find the new feature you have added
6. Right click on the new feature and choose role authorisation, select the roles you would like to have access to the feature.

For details of how to do add the report into the program, please refer to this article.