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Report Designer - the menu bar

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Summary

This guide provides information on the options available in the menu bar of Sage Report Designer.

Description

Sage Report Designer is a powerful tool to help you amend and design reports.

There are a lot of options available to help you navigate within Report Designer.

Resolution

The File menu

The following options are available from the File menu:

Option Description
New Opens the Report Wizard to create a new report.
Open Open an existing Sage Accounts report.
Close Closes the current report.
Close All Closes all open reports.
Save

This option saves the current report with the same file name.

NOTE: You cannot save over a fixed report, so if you are editing a fixed report, this option is unavailable.

Save As This option opens the Save As window for you to save the current report as a new file.
Save All

This saves all open reports with their original file names.

NOTE: You cannot save over a fixed report, so if you are editing a fixed report, this option is unavailable.

Import Open a report file from Sage Accounts v12, and convert it into the correct format for use in the new Report Designer.
Export Export the current report to one of the available file formats.
Email Send the report by email.
Print Print the current report as it currently appears on the Designer window.
Report to Excel Generate the report and export a formatted copy to Microsoft Excel.
Data to Excel Generate the report data to Microsoft Excel.
Page Setup Change the printer settings, paper sizes and margins for your report.
Watermark Add text or an image as a watermark on the report.
Recent Files Open one of the five most recent files you've edited in Report Designer.
Exit  Closes all open reports and exits Report Designer.

The Edit menu

The following options are available from the Edit menu:

Option Description
Undo Undo the previous action. You can use this option several times to step backward in the editing process.
Redo Redoes an action that you have previously undone. You can use this option several times.
Cut Take a copy of the selected item to the clipboard and removes the existing item from the document.
Copy Take a copy of the selected item to the clipboard, but leaves the existing item on the document.
Paste Insert a previously cut or copied item into the selected location.
Delete Delete the currently selected item.
Select All Select all items on the report.
Unselect All Deselect all selected items.

The View menu

The following options are available from the View menu:

Option Description
Report Wizard Opens the Report Wizard with details of the current report. You can then move through the Report Wizard to change the current report.
Designer Closes any preview and returns you to the main Report Designer window.
Preview Previews the current report. You can use this option to preview the report before you save it.
Rulers Shows or hides the rulers along the top and left-hand sides of the Report Designer window.
File Explorer Shows or hides the File Explorer pane. You can use the File Explorer pane to navigate to an existing report.
Toolbox Shows or hides the Toolbox pane. The Toolbox pane contains options you can use to amend and format the report. You can also find these options under the Toolbox menu.
Report Explorer Shows or hides the Report Explorer pane. The Report Explorer pane contains full details of the contents of the report and includes any hidden items.
Properties Shows or hides the Properties pane. The Properties pane contains information about the selected item within Report Designer. If no item is selected, it contains information about the whole report.
Margins Shows or hides the shaded grey margins on the report.
Variables Shows or hides the Variables pane. You can use the Variables pane to add new information from your Sage Accounts software to your report.
Dynamic Help Shows or hides the Dynamic Help pane. The Dynamic Help pane takes you through common report changes, such as adding images or text, step by step.
Zoom Zoom in or out of the report.
Reset Default View Set the Report Designer panes and toolbars back to the default settings.

The Toolbox menu

This menu contains the options for amending and formatting your report. The following options are available:

Option Description
Pointer Switch from another option, for example Expression, back to the mouse pointer.
Add Text Add a text box to your report.
Draw Line Add a line to your report.
Draw Box Add a box to your report.
Add Image/Logo You can use this option to add an image to your report.
Add Data Field Add a data field, or variable, to your report.
Add Barcode Add a barcode to your report.
Add Expression Add an expression to your report.
Add Subreport Add a sub report to your report. A sub report is a separate self contained report that runs within another report.

The Sections menu

This menu contains options for re-grouping your report. The following options are available:

Option Description
Add Section You can use this option to add a new section to your document.
Delete Section

Delete the currently selected section.

NOTE: If you delete a header or footer section, this also deletes the corresponding header or footer section.

Move Section Up

Move the currently selected section up the page.

NOTE: If you move a header or footer section, the corresponding header or footer section also moves.

Move Section Down

Move the currently selected section down the page.

NOTE: If you move a header or footer section, the corresponding header or footer section also moves.


The Report menu

This menu contains options for filtering and controlling the data available on your report. The following options are available:

Option Description
Report Properties Change the name and description of your report.
Email Settings Access the email settings for this report.
Joins Add additional Report Designer tables to your document in order to access additional database information.
Sorts Sort the data on the report based on a variable or expression.
Filters Limit the information that appears on the report.
Criteria Enable criteria that you can then enter when you run the report.
Change Report Data Source Change the data source used within Report Designer.

The Format menu

The Format menu contains options for aligning and presenting your reports. The following options are available:

Option Description
Alignment Align the selected items to each other. The first selected item, which appears surrounded by white squares, remains in place and any additional items are aligned to this object.
Make Same Size This option makes all selected items the same size. The size to use is taken from the first selected item, which appears surrounded by white squares.
Centre In Section Place all selected items centrally within the current section.
Order Change the stacking order of the currently selected items.
Grouping Group the selected items together. If items are grouped, when you select, move or resize one item, all of the items in the group change.
Locking You can use this option to lock the selected items. If items are locked, they cannot be moved, deleted or changed.

The Tools menu

The Tools menu contains additional options for working with your reports. The following options are available:

Option  Description
Check Spelling Run a spell check on the text items within the report.
Expression Snippets Manager Open the Expression Snippets Manager for you to add, remove or change the snippets.
Data Sources This option shows the data sources available to Report Designer.
Options This opens the Options window which contains Report Designer appearance settings, default printer offsets, and email settings.

The Help menu

This menu contains options for accessing the various types of help available to you. The following options are available:

Options Description
Search Opens the built-in Report Designer help files, and defaults to the Search tab so that you can search for the required information.
Contents Opens the built-in Report Designer help files, and defaults to the Contents tab so that you can view the contents table.
Index Opens the built-in Report Designer help files, and defaults to the Index tab so that you can view the information alphabetically.
Ask Sage Opens Ask Sage, our online support system. You can then search Ask Sage for the information you want.
Ask Sage - Report Designer index Opens an index of useful articles to help you with Report Designer.
Remote support Opens our Sage Remote Support website. This can be used when speaking to a Sage Technical Support technician to set up a remote support session.
Report Design Request Opens our Report Design Service page. This page contains information about the Report Design Service, with details about how you can submit a request for a new customised report or layout.
About Shows the Report Designer version and system information.
Check for updates Checks for any Report Designer updates available to install.


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