Report Designer - Add a data field or variable to a document
Description

Using Report Designer, you can add information from your Sage 50 Accounts or Payroll data to your reports and layouts.

To do this, you add data fields, also commonly known as variables.

TIP: Visit our separate article if you want to find out more about the tables and variables used by Report Designer.

Cause
Resolution

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Follow the steps

  1. Select the document you want to amend, then select Edit.
  2. If required, to make space on the layout you can click and drag items.
  3. On the menu bar, select Toolbox, then select Add Data Field.
  4. Click once in the blank space where you want the data field to appear.
     NOTE: Learn more in the report designer - move, align, resize and centre objects article.
  5. In the Add Data Field window, expand the relevant table, for example, COMPANY.
  6. Select the required data field, for example, TELEPHONE, then select OK.
     TIP: To edit the data field, double-click it then change the variable in the Expression Editor.
  7. If required, click and drag to move or resize the data field.
  8. On the menu bar select File, then select Save As.
  9. Enter a new file name then select Save.
  10. On the menu bar, select File, then select Exit.

NOTE: If the table you want isn't available on the report, you may be able to add it. Find out more in the add a data table to your document using the join editor article. 



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