Solution Properties
Solution ID:
200427112337941
Last Modified Date:
Mon Nov 20 10:06:34 UTC 2023
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
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Sage 200 Report Designer - Using Reset Section and Evaluate Section to ensure totals calculate correctly
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How to use Reset Section

This option determines at what point on the report a total starts calculating again from zero.

To set this option > select the relevant total > Properties > Reset Section > choose from the following:

  • (None) - The total is cumulative for the whole report.
  • Group header or footer - Choose from a list of the group headers and footers on the report. The total then calculates separately for each instance of the group you choose.

Generally, the Reset Section option should be set to the section that contains the total.

Example 1

On a sales transaction report, grouped by SLCustomerAccounts.CustomerAccountNumber, you add a total in the CustomerAccountNumber Footer section:

Report StructureReset section = NoneReset section = CustomerAccountNumber Footer
Report title

Customer 1

Total 1

Customer 2

Total 2

Customer 3

Total 3

End of report


Total 1 is the total for customer 1.

Total 2 is the cumulative total for customers 1 and 2.

Total 3 is the cumulative total for customers 1, 2 and 3.

The total is a running total to the end of the report.


Total 1 is the total for customer 1.

Total 2 is the total for customer 2.

Total 3 is the total for customer 3.

The total is reset after each account footer.

Example 2

On an invoice sales report, grouped by SOPOrderReturns.CustomerAccountNumber and then by SOPOrderReturnLines.ItemCode, you add a total in the ItemCode Footer section:

Report StructureReset Section = NoneReset Section = CustomerAccountNumber FooterReset Section = ItemCode Footer
Report title
Customer 1

     Product 1

Total 1

     Product 2

Total 2

Customer 2

     Product 1

Total 3

     Product 2

Total 4

End of report


Total 1 is the total for customer 1, product 1.

Total 2 is the cumulative total for customer 1, products 1 and 2.

Total 3 is the cumulative total for customer 1, products 1 and 2, plus customer 2, product 1.

Total 4 is the cumulative total for customer 1, products 1 and 2, plus customer 2, products 1 and 2.

The total is a running total to the end of the report.


Total 1 is the total for customer 1, product 1.

Total 2 is the cumulative total for customer 1, products 1 and 2.

Total 3 is the total for customer 2, product 1

Total 4 is the cumulative total for customer 2, products 1 and 2.

The total is reset after each account reference footer.


Total 1 is the total for customer 1, product 1.

Total 2 is the total for customer 1, product 2.

Total 3 is the total for customer 2, product 1.

Total 4 is the total for customer 2, product 2.

The total is reset after each stock code footer.

How to use Evaluate Section

When a combination of variables from different tables are used in the same section on a report, it can cause duplicate values. These duplicate values are then included in the report totals, making them incorrect. The Evaluate Section option prevents this by controlling how many times a value is included in the total.

To set this option > select the relevant total > Properties > Evaluate Section > choose from the following:

  • (None) - The total includes all instances of the value on the report.
  • Header or footer - Choose from a list of the headers and footers on the report. The total then includes only one instance of the value for each instance of that group.
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