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Sage 200 Report Designer - How to add a template

Created on  | Last modified on 

Summary

This guide explains hot to add a template to a letter or layout in Sage 200 Professional.

Description

Within Sage Report Designer it is possible to add a template in the background of your layouts and letters. This is useful to help line up stationery or if you want to email the layouts directly to your customer/ supplier with custom information in the background.

NOTE:

This article has been prepared and issued to you as a goodwill gesture only and Sage accepts no liability or responsibility for its use. For further support please refer to your Business Partner.

Resolution

This article assumes that you have located the report or layout that you want to amend and opened it in Sage Report Designer. Read more >

To add an existing Template

  1. Within Report Designer, from the top of the Report Explorer pane select the report name, then in the Properties pane click Template, then click the finder button .
  2. Browse to your template file.

    TIP:

    Within Sage 200 you can access a set of standard templates which will be save in the same location as your reports.

  3. To confirm the layout, click OK.

You have now added a template to your document.

NOTE:

It is possible in report designer version 1.3 and above to print your template. The option sits within your properties just below the name of your template.

Delete a template

Within Report Designer, from the top of the Report Explorer pane select the report name, then in the Properties pane highlight your template name and delete the text. Click anywhere on your report and the template will disappear.

To save the changes to your document

  1. To save your changes, you must change the name and description of your document. To do this, open the Report menu, choose Report Properties, enter a new name and description for the document then click OK.
  2. To save the changes, open the File menu and choose Save As. From the Save As window, in the File name box, enter a file name for your amended document. If required, browse to the required location for your document then click Save. 
  3. To close Sage Report Designer, open the File menu and choose Exit.

You have now saved your amended document.

TIP:

If you have any difficulty finding a recently saved document, you can open it from the Report Designer Recent files list and save it to the required location. To open a recently viewed report, from the Sage Accounts desktop open the Tools menu, choose Report Designer then from the Recent files list, click your required report.

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