All reports in Sage Sole Trader share the same view options. You can switch between saved views, customise filters, and save your preferred setup for quick access in the future.
Use this feature to focus on specific time periods, account types, or layouts that suit how you review your business data.
Cause
Resolution
Change the report view
Go to Sole Trader.
Open any report.
Select Change view.
Choose from the available view options, or select Custom views to open a saved view.
Save a custom view
Update the date range or settings as needed.
Select Save as view.
Enter a name and description, then select Save.
TIP:
Select Save at any time to update your custom view, or use the dropdown to rename or delete it. To open a saved view later, select Change view, then go to the Custom views tab.