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Report Designer - Create or edit a filter on a document

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This guide explains how to filter data when editing or running reports in Sage 50 Accounts.


Using Report Designer you can filter the information that appears when you run your Sage reports and layouts. This is useful if you want to permanently set a filter to your document. If you want to change the filter each time you run the report, you must edit the criteria.


Using filters

  1. Select the document you want to amend, then click Edit.
  2. Click Report, click Report Properties.
  3. Enter a new report name and description, then click OK.
  4. Click Report, then click Filters.
  5. Build your filter using the drop-down menus, or click Use Advanced Filter to build an expression

    To help you build the filter, we have gathered the most common filters, as well as the formatting rules.

  6. Click OK.
  7. Click File, click Save As.
  8. Enter a new file name then click Save.
  9. Click File, then click Exit.

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