Report Designer - common tasks

Summary

This article covers the most popular tasks users perform when using Report Designer.

Description

Sage Accounts contains lots of standard reports and other documents to get you started. But every business is different, and at some point you may want to amend a document to suit your exact needs. For example, you may want to:

 

  • Add your company logo to documents.
  • Add additional text or some extra information from your accounts data.

Whether it's a small report change or something more advanced, you can use Report Designer to create the document you want.

TIP: For further support with Report Designer, visit our Help Centre today.  Visit now >

 

Open and save your document

When using Report Designer we recommend that you edit an existing document that's close to what you want, rather than creating a completely new document. You can save the document as a new file so you still have the original document, plus your newly amended one.

  1. Open the relevant Sage Accounts module, for example, Customers.
  2. Click Reports or the relevant document option, for example, Statements or Labels.
  3. Select the document you want to change then click Edit.
  4. On the menu bar click Report, then click Report Properties.
  5. Enter a new report name and description, then click OK.
  6. On the menu bar click File then click Save As.
  7. Enter a new file name, then click Save.

Your new document saves in the My Reports area of the module, or in the same area as the original layout, for example, Statements or Print. You can now make the required changes to your document. When ready to save your changes, on the menu bar click File then click Save

 

Add text to your document

  1. On the menu bar click Toolbox, then click Add Text.
  2. Click once where you want the text to appear, enter the text you want, then click a blank area.
  3. If required, click and drag to move or resize the text box.

 

 

Add an image to your document

 TIP: Before you start, ensure that your image is saved as a BMP, GIF, JPG, JPEG, PNG, ICO, EMF or WMF file.

  1. On the menu bar click Toolbox, then click Add Image / Logo.
  2. Click the document where you want the image to appear.
  3. Select Browse my PC or network for an image.
  4. Browse to the folder that contains your image file, click the image file then click Open.

Once you add your image, you can move, resize or amend it as required.

 

 

Add a data field or variable

To show information from your accounts data on your document you can add a data field, also commonly known as a variable. Most fields within your software have a corresponding data field in Report Designer. 

 TIP: Use our Tables and variables used by Report Designer article to find the right variables for your report. 

  1. On the menu bar click Toolbox, then click Add Data Field.
  2. Click once where you want the data field to appear.
  3. In the Add Data Field window, expand the relevant table, for example, COMPANY.
  4. Click the required data field, for example, TELEPHONE, then click OK.
  5. If required, click and drag to move or resize the data field.

Recover lost reports and layouts

There may be times when your reports and layouts may no longer show in your software.  For example if you've upgraded or moved your data location.  We've collected the different causes and solutions to bring back your reports and layouts. Read more >



 TIP: For extra help, take a look at our guide to Report Designer.

 

 

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Solution Properties

Solution ID
200427112409701
Last Modified Date
Tue Jun 25 15:14:57 UTC 2024
Attributes
Product Details
Modules: Report Writer
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