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Open and save your reports and layouts

Created on  | Last modified on 

Summary

This guide explains how to open and save your reports and layouts in Report Designer in Sage 50cloud Accounts and Sage 50cloud Payroll.

Description

When you create your own reports and layouts within Sage 50cloud Accounts and Sage 50cloud Payroll, to save time we recommend that you copy and edit an existing document that's similar to what you want.

Resolution

Open your document

  1. Open Sage software, navigate to the relevant module.
  2. Click Reports and locate and select the report you want to copy.
  3. Click Edit.

Save a customised document

If you've already customised this document, you can simply save your changes.

  1. On the menu bar click Report, then click Report Properties.
  2. Enter a new report name and description if required.
  3. Click File, then click Save.
  4. Click File, then click Exit.

Save a standard document

If you're editing a standard document, you can't overwrite it and should save your changes as a new file.

  1. On the menu bar click Report, then click Report Properties.
  2. Enter a new report name and description if required.
  3. Click OK, then on the menu bar click File.
  4. Click Save As and enter a new file name.
  5. Click Save.
  6. On the menu bar click File then click Save.
  7. On the menu bar click File, then click Exit.

The original report remains unchanged.  You can run your new version from the relevant folder within your software.



Where is my report saved?

By default, your report or layout will automatically be saved to the correct reports folder. For example if you edit a customer report and click Save As, the report will be saved to My Customer Reports.

For more information on where specific reports and layouts are saved, you can view our help guide.

TIP: Can't find a report or layout? Read our Troubleshoot missing reports and layouts guide.

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