You can create your own reports and layouts within Sage 50 Accounts and Sage 50 Payroll. When doing this, you can save time by copying an existing document that's similar to what you want. Then, edit the copy to create your new report.

Open your document in Report Designer

1. In your Sage software, browse to the report you want to copy.
2. Right-click the report, and select Edit.

Save a customised document

If you have already customised this document, save your changes with the steps below.

1. On the menu bar select Report, then choose Report Properties.
2. Enter a new report name and description if required.
3. Select File, then press Save.
4. Select File, then press Exit.

Save a standard document

If you're editing a standard document, you can't overwrite it. Instead, save your changes as a new file.

1. On the menu bar select Report, then choose Report Properties.
2. Enter a new report name and description if required.
3. Press OK, then on the menu bar select File.
4. Choose Save As and enter a new file name.
5. Press Save.
6. On the menu bar select File, then press Exit.

The original report remains unchanged.  You can run your new version from the relevant folder within your software.

Where is my report saved?

Your software automatically saves any new report or layout to the correct reports folder. For example, if you edit a customer report and click Save As, the report will be saves to My Customer Reports.

For more information on where your software saves specific reports and layouts, visit the reports and layouts location article.