Sage 200 Report Designer- How to add totals to your report

Summary

This article explains how to add totals to your report.

Description

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

Quick Steps

These are the basic steps that explain how to add totals to your document. They include:

NOTE:

Quick steps provide the minimum amount of information you need. For further information, please refer to the Detailed steps tab.

To add a total in the report footer section
  1. Report Designer > Variables pane > select the required table > variable list > select the variable that you want to total.
  2. Click and drag the variable onto the report footer area of the report.
  3. Select the new variable > Properties pane > Function > choose Sum.
 
To add a total in a group footer section
  1. Report Designer > Variables pane > select the required table > variable list > select the variable that you want to total.
  2. Click and drag the variable onto the relevant group footer area of the report.
  3. Select the new variable > Properties pane > Function > choose Sum > Reset Section > choose the current group footer section.
 
To add a running total
  1. Report Designer > Variables pane > select the required table > variable list > select the variable that you want to total.
  2. Click and drag the variable onto the Details section of the report > if Active Complete appears, click Cancel.
  3. Select the new variable > Properties pane > Function > choose Sum > Is Cumulative > choose Yes.
  4. Properties > Reset Section > choose the required option as follows:
    To create a running balance for each account From the drop-down list choose the relevant group footer, for example, ACCOUNT_REF Footer.
    To create a running balance for the whole report From the drop-down list, choose None.
  5. You will then need to save the report and add this to your menu. For information with adding reports to your program please click here.
 

 

Detailed Steps

The following detailed steps contain everything you need to help you add totals to your document.

NOTE:

If any of the panes mentioned in this section are not visible, open the View menu and select the required pane.

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

To add a total in the report footer section
  1. Within Sage Report Designer, from the Variables pane, select the required table, for example, SLCustomerAccounts, then from variable list, select the variable that you want to total, for example, AccountBalance.
  2. Click and drag the variable onto the report footer area of the report where you want the total to appear.
  3. To total the variable, click it once, in the Properties pane, select Function, click the drop-down arrow then choose Sum.

    TIP:

    If you have chosen to auto-hide any of your Report Designer panes, the name appears in a tab to the left or right of your window. To expand a pane, click its name.

You have now added a total to the Report Footer section of the document. You should make any further changes and then save the document and add this to your menu. For information with adding reports to your program please click here.

To add a total in a group footer section
  1. Within Sage Report Designer, from the Variables pane, select the required table, for example, SLCustomerAccounts, then from variable list, select the variable that you want to total, for example, AccountBalance.
  2. Click and drag the variable onto the report footer area of the report where you want the total to appear.
  3. To total the variable, click it once, in the Properties pane, select Function, click the drop-down arrow then choose Sum. Select Reset Section, click the drop-down arrow then choose the current group footer section.

    TIP:

    If you have chosen to auto-hide any of your Report Designer panes, the name appears in a tab to the left or right of your window. To expand a pane, click its name.

You have now added a total to a group footer section of the document.

You should make any further changes and then save the document and add this to your menu. For information with adding reports to your program please click here.

To add a running total

If required, you can add a running total to your document by adding the required variable into the Details section of the report, and setting the Function to Sum.

  1. Within Sage Report Designer, from the Variables pane, select the required table, for example, SLCustomerAccounts, then from variable list, select the variable that you want to total, for example, AccountBalance.
  2. Click and drag the variable onto the Details section of the report where you want the running total to appear.
  3. Select the new variable, then in the Properties pane, from the Function drop-down list, choose Sum, then from the Is Cumulative drop-down list, choose Yes.
  4. In the Properties pane, from the Reset Section drop-down list, choose the required option as follows:
    To create a running balance for each account From the drop-down list choose the relevant group footer, for example, CustomerAccountNumber Footer.
    To create a running balance for the whole report From the drop-down list, choose None.

You have now added a running total to your document. You should make any further changes and then save the document and add this to your menu. For information with adding reports to your program please click here.


Sage 200 Services

Did you know Sage 200 customers now have access to a range of services direct with Sage. These include a bespoke Report Design Service, a library of How to Webinars and Ideas Portal just to name a few. Explore your potential using Sage 200 Services.

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