Sage 200 Report Designer - How to add groups to reports and layouts

Summary

One of the features available in Report Designer is the ability to group together and sort items of data. You can then create totals or summaries per group, or separate the data into more manageable sections.

Resolution

The standard sections on a report

A standard Sage report will normally be grouped in the following way:

  • Page Header
  • Page header 2
  • Details
  • No Transactions
  • Page footer 2
  • Page Footer

This means that if you added, for example, another page header that Report Designer would automatically name it Page header 3.

Add a group

  1. Sections > Add section > Select the type of grouping you would like to add
  2. If you have chosen Report Header and Footer or Page Header and Footer, these will be added automatically and you will not need to provide any further information.
  3. If you choose Group Header and Footer please select the table and variable by which you want to group the document > OK.

    Note:
    Choose Report Header and Footer to add sections to the start and end of the report.
    Choose  Page Header and Footer to add sections at the start and end of each page within the report.
    Choose Group Header and Footer to add a section which allows information to be broken down and totalled by a specific range.

  4. The new section will now be on the report, this can be moved up and down using the buttons on the right hand side of the bar if you need to alter the positioning.

Amend section properties

Select the section that you want to amend, go into Properties, and then modify the settings as required. The following options are available. Note that not all options are available with all sections and depend on the section type.

 FilterFilters can be applied to sections as well as the whole report. More information on filters can be found here.
 Print on first copy onlyIf you will be printing multiple copies, choose 'true' if the section should only be printed on the first copy.
 Suppress printingIf the printing is suppressed, any information added to the section will show on the report design screen but not on the print/preview etc.
 Page Break AfterInserts a page break after the section has printed. This option is commonly used on group footers, so that the next group commences printing on a new page.
For example, a report that groups transactions by customer might have a page break on the SLCustomerAccounts.CustomerAccountNumber Footer section, ensuring that the next customers details begin on a new page.
 Page break only when filter metAs above, but linked to a filter.
 Align to bottomThis option aligns the contents of the footer to the bottom of the page. This option leaves the space required for the footer at the bottom of each page, but only prints the footer at the end of the group.
 Allow overlapAllow sections to overlap
 VisibleDisplays the section in Report Designer. If this is set to false, the section is not visible in Report Designer.

Note: It is possible to have a section that is not visible within Report Designer, but is still set to print.

 HeightThis field indicates the height of the section. You can increase or decrease the height by by overtyping the value.

Note: Height can appear in inches or centimetres. To check or change the height measurement, open the Tools menu then choose Options.


Delete a section

To remove a section from the document, select the required section then click the X button on the right hand side of the section bar, then when prompted to confirm the deletion, click Yes.

Note: When you remove a section:
• The relevant group is removed from the document.
• The corresponding header and footer is removed from the document.
• All variables held within the header and footer sections are removed from the document.

You have now deleted the section. Sections can also be moved using the up and down spin buttons on the right hand side of the bar when selecting a grouping.

If you are viewing this article from the Sage website, a list of Sage 200 Report Designer articles are available now.



Solution Properties

Solution ID
200427112305308
Last Modified Date
Thu Oct 06 12:43:52 UTC 2022
Attributes
Product Details
Modules: Bank feeds
Modules: Payroll solutions
Modules: Order Entry
Modules: Purchases
Modules: Suppliers
Modules: Tax
Modules: VAT
Modules: Inventory Optimization
Modules: Project accounting
Modules: Bookkeeping for clients
Modules: Sales
Modules: Point of Sale
Modules: Report Writer
Modules: Customers
Modules: Customer information
Modules: Contact Management
Modules: Bank Manager
Views
0