How do I customise my reports and layouts?

To open Report Designer, we recommend selecting the report or layout you want to amend, then click Edit.

To view information about the different areas of the Report Designer desktop , hover your mouse pointer over the required area in the below image.

Menu	The menu bar allows you to control the report or layout and carry out most functions in Report Designer. Read more >
Dynamic help	The Dynamic Help pane in Report Designer guides you through the most popular Report Designer tasks, making it easy to amend your report or layout. Read more >
Report explorer	The Report Explorer pane shows the structure of your report, including all the pages, sections and items. Read more >
Properties	The Properties menu allows you to change the properties of a selected object, or the report or layout as a whole. Read more >

Open and save your report or layout	When you create your own reports and layouts, to save time we recommend that you edit an existing report or layout.
Rename a report	You can use Sage Report Designer to change the name and description of your reports. This helps to locate your report when you want to run it.
Email settings	You can send reports and layouts by email through Microsoft Outlook or webmail.

Change page setup options	You can use the Page Setup option in Report Designer to change settings such as page size, orientation and margins.
Print adjustments	You can adjust the output to ensure that your report or layout prints correctly on a particular printer.

Images	Add an image to your layout, for example your company logo.
Text boxes	Add a text box to your report or layout, for example to display your payment terms or bank details.
Variables	You can add most fields held in Sage 50 Accounts and show them on your layout.
Expressions	Expressions are calculations that produce values on your report or layout. For example, adding two values together.
Lines and Boxes	Customise your layout further by adding lines and boxes.

Moving and resizing objects	There may be times you need to move, resize or align an object you have added.
Conditional Formatting	You can format objects based on specific conditions, to do this use conditional formatting.
Sorts	You can use Report Designer to reorder the data on your reports and layouts to best suit your needs.
Groups	You can create totals for, summarise, or separate the data into more manageable sections. For example, grouping and totalling data by account reference.
Header and footers	Within Report Designer, the design page of your report or layout is divided into sections. The section in which you place an item determines where it appears on the report or layout.
Functions	You can return data based on variables with existing expressions using functions.

Filters	Use Sage Report Designer to filter the information that appears on a report or layout.
Remove information	Using Report Designer, you can remove content from your reports and layouts.
Criteria	Add or edit the Criteria applied to your layout.

Object properties	When you select an object, the properties pane will change to show options specific to that object. For example you can edit the date and time properties , or amend the numeric formatting.
Sub reports	A sub report is a separate self contained report that you can insert into a larger, primary report.
Bar codes	Use the Bar Code box to enter a bar code reference. You can print the bar code reference onto your report.

Use our advanced guide or one of the following guides to help you customise your layouts:

You can also search our help centre for other reporting topics.

[BCB:191:UKI - #GetMoreFeedback:ECB]