| Advanced report writer (ARW) |
Description | If you have specific reporting requirements of your own. To meet such requirements, you can use the Advanced Report Writer (ARW) software that came free with Sage Payroll to design your own reports. NOTE: Need a report created just for you? We can design this for you. For more information, Contact our technical support team to discuss your requirements in more detail. |
Resolution | Log in to ARW - From the Windows desktop, open the relevant tax year version of ARW. For example, ARW 2021.
- When prompted to log in, enter the same log in details as you do to open Sage Payroll then click Ok.
NOTE: If either of the following messages appear, you must Install an ODBC driver:
- 'Data Source Error Filling Lattice'
- 'Cannot Read User File - Please ensure that ODBC is installed'
- Once you've successfully logged into ARW, the main window appears:
Create a new report in ARW - From the main ARW window appears, click Create Report.
- Select the relevant Sage Payroll master data file that you can pull payroll information from.
- Double-click New.
- Select the fields you want to display on the report, then click OK.
- If you want to reposition a field, select the relevant field then click either Up or Down, until the field is in the correct position.
- To remove a field completely from the report, select the relevant field then click Remove.
- To add additional fields to the report, double-click New, then select the relevant fields and click OK.
- To edit a field's attributes, select the relevant field then click Format. Make the necessary adjustments, then click OK to save the changes you've made.
- Repeat step 8 for all fields that you want to change attribute details for.
TIP: If you want to, you can Sort the information on this report into a specific order. Add filters to restrict particular data field information from appearing on your report or Use the values of other fields to perform calculations. - Click Printer Setup then click Printer.
- Under Orientation, select Landscape.
- Check the rest of your printer settings are correct, then click OK.
- Enter the report name in the Report Name field - this name will appear in the Menu window in ARW.
- Click Save, browse to the location you want to save the ARW report to.
- In the File name box, enter a title for the report (up to eight characters in length), then click Save.
- To proceed, complete one of the following options:
- To view the output of the report, click Preview.
- To print the report, click Print, check the printer settings and edit if required. Then click OK.
- To run the report in to Microsoft Excel, click Excel.
- To save the report as a CSV or TXT file, click File Output. Browse to the location you want to save the file, then select the Save as type option and click Save.
- To close out of your ARW software, click Exit.
Open or edit an existing ARW report - Log in to ARW.
- Under Menu, select the relevant report then click Edit.
- To add fields to the report, scroll to the bottom of the list, and double-click New.
- Select the fields you want to display on the report, then click OK.
- Make any necessary changes to the report, then click Save and then click Save again.
- When prompted File Exists, Do you wish to Override?, click Yes and then click Yes again.
- To proceed, complete one of the following options:
- To view the output of the report, click Preview
- To print the report, click Print, check the printer settings and edit if required. Then click OK
- To run the report in to Microsoft Excel, click Excel
- To save the report as a CSV or TXT file, click File Output. Browse to the location you want to save the file, then select the Save as type option and click Save
Other report options in ARW |
|