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

Using Report Designer you can quickly 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. Let's do this now.

TIP: For more information which Report Designer tables and variables to use, you can use this handy guide.

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Follow the steps

  1. Select the document you want to amend, then click Edit.
  2. If required, to make space on the layout you can click and drag items.
  3. On the menu bar click Toolbox, then click Add Data Field.
  4. Click once in the blank space where you want the data field to appear.
     NOTE: Learn more about moving or resizing existing objects.
  5. In the Add Data Field window, expand the relevant table, for example, COMPANY.
  6. Click the required data field, for example, TELEPHONE, then click 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 click File, then click Save As.
  9. Enter a new file name then click Save.
  10. On the menu bar click File, then click Exit.
TIP: To view your changes, ensure to run the document with the new file name you create.  


NOTE: If the table you want isn't available on the report, you may be able to add the table using the Join Editor. 

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