Sage Practice Solution contains formatted reports that will help accountancy practices produce their management reports. These reports replicate those that were originally available within Sage Time and Fees..
The formatted reports use Sage Report Designer which means that if you use Sage 50 Accounts, you may already be familiar with this.
This article contains the following sections:
Note: If you are experienced with Sage Report Designer you can customise the reports even further, however the Sage Practice Solution support team cannot help beyond the levels stated in this article.
In Sage Practice Solution v1.5 and above, the following formatted reports are available from Letters and Reports > Formatted Reports.
| Area | Formatted report title |
Debt | Client/Job Fees Ledger |
Debt | Debtors Control Report |
Debt | Invoice Analysis |
Staff | Staff Analysis Report |
Staff | Staff Expenses by Client and Job |
Staff | Weekly Timesheet Report |
WIP | Client WIP and Debtors |
| WIP | Client WIP and Debtors - Detailed |
| WIP | Client/Job WIP Ledger |
| WIP | Detailed WIP |
| WIP | Outstanding Approved WIP by WIP Code |
| WIP | Partner WIP Control Report |
| WIP | WIP Analysis Report |
| WIP | WIP and Debtors Management Report |
| WIP | WIP and Transaction Listing |
| WIP | WIP by Client Report |
| WIP | WIP Control Report |
| WIP | WIP Transaction Listing |
The following areas are not supported via telephone.
| Support | Further information |
Create a copy of a report | You cannot amend the default reports, so if you want to make any changes you must create a copy. |
| Edit text on report | If required, you can change the text on the report and column headings. |
| Change font and size | If required, you can change the font and font size on the report and column headings. |
| Remove unwanted columns | If required, you can remove columns from a report. |
| Move columns on the screen | If required, you can move the columns on a report left, right, up or down. |
| Change the name of a report file | If required, you can change the file names of the non-default reports. |
| Change the name of a report | If required, you can change the report name in Sage Practice Solution. |
| Rearrange the ordering of the columns | If required, you can swap the order of the columns. |
| Restoring a default report | If required, we can help you to restore a report to its default status. |
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