When you first open Report Designer, the Dynamic Help pane opens on the left-hand side. As you move through Report Designer, the help changes depending on what you're doing. You can find more information here about each process within Report Designer.
Open and save a report
When using Report Designer we recommend that you edit an existing document that's close to what you want, rather than creating a completely new document. You can save the document as a new file so you still have the original document, plus your newly amended one.
Open the relevant reports option then folder.
Click the report you want to change, then click Edit.
On the menu bar click Report, then click Report Properties.
Enter a new report name and description, then click OK.
On the menu bar click File then click Save As.
Enter a new file name, then click Save.
Save your new document in the User Defined (Local) reports folder: C:\ProgramData\Sage\Payroll\REPORTS\UserDef
You can now make the required changes to your document. When ready to save your changes, on the menu bar click File then click Save.
Add text to your report
On the menu bar click Toolbox, then click Add Text.
Click once where you want the text to appear, enter the text you want, then click a blank area.
If required, click and drag to move or resize the text box.
Add an image to your report
You can cutomise your reports or payslips by adding an image such as a company logo.
Before you start, ensure that your image is saved as a BMP, GIF, JPG, JPEG, PNG, ICO, EMF or WMF file.
On the menu bar click Toolbox, then click Add Image / Logo.
Click the document where you want the image to appear.
Select Browse my PC or network for an image.
Browse to the folder that contains your image file, click the image file then click Open.
Once you add your image, you can move, resize or amend it as required.
Add a data field or variable
To show information from your accounts data on your document you can add a data field, also commonly known as a variable. Most fields within your software have a corresponding data field in Report Designer.
On the menu bar click Toolbox, then click Add Data Field.
Click once where you want the data field to appear.
In the Add Data Field window, expand the relevant table, for example, CompanyDetails.
Click the required data field, for example, Tel, then click OK.
If required, click and drag to move or resize the data field.