Control Centre: Reports

You can use the database reporting to monitor your practice with just a click. The Control Centre lets you run all standard reports. If a standard report doesn’t meet your needs, you can modify an existing report or create a new one.

How to view the standard reports

1. Open Sage Control Centre then click Reports.

   The Select Report window appears and on the left-hand pane the following folders appear:

• Control Centre Reports
• Personal Tax Reports
• Partnership Tax Reports
• Trust Tax Reports
• Corporation Tax Reports (This is the old, obsolete Corporation Tax, not Sage Corporation Tax (SCT))
• Business Tax Reports
• Custom Reports
2. To view a report, on the left-hand pane double-click the required folder.
   

   TIP: If the main folder contains subfolders, you will need to double-click one of the subfolders.

    

3. From the right-hand pane, select the relevant report then click Preview.

   The report preview and from the preview you can also print the report or save is as a PDF.

How to modify a report

1. Open Sage Control Centre then click Reports.
2. Browse to then select the report that you want to amend then click Modify.
3. Enter a title for the modified report then click Next.

   You’re now prompted to add any new fields to the report.

4. From the left-hand pane, locate and select the first field you want to add to the report then click the add button.

   The field moves to the right-hand pane.

    

   NOTE: Repeat this step for any other fields that you want to add to the report.

    

5. To continue, click Next.

   You’re now prompted to add, edit or remove conditions from the report.

6. If required, to add a condition, locate and select the field then that you want the condition to apply to then click Add and complete as required.

   If you want to remove a condition from the report, locate and select the condition then click Remove.

   If you want to edit a condition, select it, click Edit then complete as required.

7. To accept the conditions and continue, click Next.

   You are now prompted to amend the appearance of the data on the report.

8. To sort the data into the required output, use the drop-down lists and options available then click Next.

   You’re now prompted to save your report.

9. Select Save and Design, in Report Designer make any required changes then open the File menu, choose Exit and when prompted to save the changes click Yes.

   The new report saves into the Custom Reports folder.

   TIP:  If the report returns no clients, you need to check the search conditions.

    

How to create a report

1. Open Sage Control Centre then click Reports.
2. To create a new report, click New.
3. Enter a title for the modified report then click Next.

   You are now prompted to add the required fields to the report.

4. From the left-hand pane, locate and select the first field you want to add to the report then click the add button.

   The field moves to the right-hand pane.

   NOTE: Repeat this step for any other fields that you want to add to the report

    

5. To continue, click Next.

   You’re now prompted to add, edit or remove conditions from the report.

6. If required, to add a condition, locate and select the field then that you want the condition to apply to then click Add and complete as required.

   If you want to remove a condition from the report, locate and select the condition then click Remove.

   If you want to edit a condition, select it, click Edit then complete as required.

7. To accept the conditions and continue, click Next.

   You’re now prompted to amend the appearance of the data on the report.

8. To sort the data into the required output, use the drop-down lists and options available then click Next.
9. Select Save and Design, in Report Designer make any required changes then open the File menu, choose Exit and when prompted to save the changes click Yes.

   The new report saves into the Custom Reports folder.

    

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