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Report Designer - Add a group to a document

Created on  | Last modified on 

Summary

You can use Sage Report Designer to group together and sort items of data that appear on reports and layouts.

Process

This means you can separate the data into more manageable sections. For example, grouping and totalling data by account reference.

NOTE: To view your changes, ensure you run the document with the new file name you create. Read more´╗┐


Add a group
  1. Select the document you want to amend, then click Edit.
  2. On the menu bar click Report, click Report Properties.
  3. Enter a new report name and description, then click OK.
  4. On the menu bar click sections, click Add section, then click Group Header and Footer.
  5. Choose the required data field from the drop-downs.  Read more >

    Alternatively you can build an expression to group by.

  6. On the menu bar click File, click Save As.
  7. Enter a new file name then click Save.
  8. On the menu bar click File, then click Exit.

Move or delete a group

Once you've added a group to your document, it will appear on the design view.

You can move the group by using the arrow buttons on the new section, or use the cross icon to delete the group.



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