Report Designer - Add text to a document

How to add text to a document using the Report Designer.

Using Report Designer in Sage 50 Accounts and Sage 50 Payroll, you can quickly add text to your reports and layouts.

This is useful when adding wording to your document, such as bank details or terms and conditions.

Video

 

---

Add a text box

Follow the steps below to create a duplicate of the original report, with the changes you require on the new version.

1. Select the report you want to amend, then select the Edit button.
2. Go to Report, then Report Properties.
3. Enter a new report name and description, then select OK.
4. On the menu bar, go to Toolbox then Add Text.
5. Click once where you want the text to appear.
6. Enter the text you want, then click a blank area.
   
   TIP:

   If you want to change the text in a text box after you deselect it, double-click on it.

7. If required, click and drag to move or resize the text box, or edit the font or colour.
8. Go to File then Save As.
9. Enter a new file name, then select Save.
10. On the menu bar, select File then Exit.
11. Preview your changes using the new layout.

---

---