All customisable reports in Sage Accounting share the same view options. You can switch between saved views, customise filters, and save your preferred setup for quick access in the future. This helps you tailor reports to show only the information you need.
Use this feature to focus on specific time periods, account types, or layouts that suit how you review your business data.
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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 select the Custom views tab.