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Add reports and layouts to Favourites

Created on  | Last modified on 

Summary

How to add reports and layouts favourites in Sage 50 Accounts.

Description

Save time by setting the reports and layouts you use regularly as favourites in Sage 50 Accounts.

This means you don't have to search through the many reports available, or remember where each one is.

Let's look at how to do this. 

Add a report, layout, letter or label to Favourites

Below are the steps on how to add a report as a favourite.

  1. Browse to the required report or layout in your software.  For example, click Customers, then click Reports, then select the required reporting area.
  2. Click the star  to the left of the document name.

When you add a document to Favourites, the star appears gold . To re-order the reports in this list, click and drag them to the required position.

 NOTE: Any report, layout, letter or label added to favourites appears only in the retrospective module.  

Run a document from Favourites

When you open a report or print area, such as Customer Reports, the browser automatically displays your favourites.like in the image below.

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To remove a report, layout, letter or label from Favourites

  1. Browse to the required report or print area, for example, Customers Reports.
  2. Right-click the required report, layout, letter or label, then click Remove from Favourites.

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To remove all reports, layouts, letters and labels from Favourites

There's a list of all of your favourites stored on your computer in a folder named Favourites. If you want to delete all of your Favourites, you must delete the contents of this folder.

  1. Close Sage Accounts, press the Windows key  + E,
  2. Browse to C:\Users then double-click the folder for your user name.
  3. Click AppData\Local\Sage\Sage Report Designer then open the relevant folder for your version.
  4. On the menu bar, click Edit then click Select All.
  5. Ensure the contents of the Favourites folder are selected, press the Delete key then click Yes.
  6. Repeat the steps for any other usernames that want their favourites deleted.

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