Report Designer 2025 - Digital webinar series

Summary

Our free webinars help you to discover more efficient and effective ways to use Sage 50 Accounts.

Description

What you need

Webinars are live online events with the sound provided through your computer, so you need headphones or speakers to listen in but you don't need access to your Sage software.

Simply register for any sessions you'd like to attend and join us for live demonstrations and the chance to ask a Sage expert your questions.

Resolution

Mark your calendars and earn your digital badge

We're running sessions that introduce you to the Report Designer in Sage 50 Accounts, from adding your logo to your invoice layout through to applying filters and criteria to your reports. Explore the Report Designer, boost your knowledge, increase your confidence and earn your digital badge by simply attending at least five of the seven topics available, plus a quiz session.

NOTE: Attendance is tracked by your email address. Don't register with multiple emails, as they won't be merged. If you can't access your work emails from another device, forward your registration email to one you can. Watching recordings don't count towards earning the digital badge.

#1 - Before you think about changes!

Wed 1 Oct 2pm

With so many reports in Sage 50 Accounts, it’s likely that the report already exists, or the data in the relevant list screen can be quickly sent to Excel. So, join this session where we cover - selecting records, setting up and using custom fields, applying filters and using wildcards, and more.

#2 - Using the design tools to personalise your invoices and other layouts

Thurs 2 Oct 11am

Learn how to add a logo, text, insert data fields, lines and boxes to an invoice layout. You can use the same tools to update statements, quotations, sales and purchase orders and remittances.

#3 - Tables and variables used by Report Designer

Tues 7 Oct 2pm

Are you looking to add information, or simply want to understand where a report is pulling information from? Do you know the difference between an audit header and an audit split? Understanding tables and variables will help.

#4 - Introduction to Expressions

Thurs 9 Oct 2pm

You can add expressions to reports and layouts to create custom calculations by combining data fields and mathematical operators. Expressions can also be used to form text information, for example, adding payments terms to invoices which are customer specific.

#5 - Introduction to Sections and Groups

Tues 14 Oct 2pm

This session aims to provide a basic understanding of the structure of reports in Report Designer. Learn how to add sorts to a report to change the order of the report data and understand how adding a group to a report affects the report structure to make the data more meaningful.

#6 - Introduction to Criteria

Thurs 16 Oct 2pm

When you run reports in Sage 50 Accounts, if you find you have too much information, there are several ways you can exclude data not required. In this session, you'll learn how to add Reporting criteria than can be selected when running reports in Sage 50 Accounts.

#7 - Introduction to Filters

Tues 23 Sept 11am / Tues 21 Oct 2pm

When you run reports in Sage 50 Accounts, if you find you have too much information, there are several ways you can exclude data not required. In this session you'll learn how to add filters to the design of your report to help limit the data included.

#Quiz - Test your knowledge

Thurs 25 Sept 11am / Tues 30 Sept 2pm / Wed 22 Oct 2pm / Fri 24 Oct 11am

The quiz includes themed rounds based on the topics we've covered throughout this webinar series. It’s the perfect way to challenge yourself, have fun, and see how much you've learned to earn your digital badge.