You can add any report in Sage 50 Accounts to EIR.

Add an existing report to EIR

You can amend any report in Sage 50 Accounts and use it in EIR.

1. In Sage 50 Accounts, go to the module for your report, for example Customers.
2. Select Reports then double-click the relevant folder, then select the report.
3. Click Edit to open Sage Report Designer. 
4. Select any fields, including report headings that you don't need, then press Delete.  
5. Go to Edit then click Select All.
6. On the menu bar, go to Format, select Alignment then select Left. To clear the selection, click any blank area on the main window.
7. To align each report column, click the column heading, press and hold the Shift key. At the same time, click the other objects in the column.
8. On the menu bar, go to Format, select Alignment, then Left.
9. To align any additional columns, repeat steps 3 and 4.
10. In Report Designer, on the menu bar click Report, then click Report Properties.
11. Enter a new report name and description, then click OK.
12. On the menu bar click File, click Save As.
13. Browse to the following directory:
    'C:\ProgramData\Sage\Accounts\[year]\Company.000\Reports\Excel'
    
    
14. Enter a new file name for your report, then click Save.
15. On the menu bar, go to File, then select Exit.

Open the report in Excel

1. Open Excel, then select the Sage 50 Accounts tab.
2. Select the company in Recent Companies, then the report in the Report dropdown.
3. Click Insert.

• Set up and use Excel Integrated Reporting
• Report locations when using Excel Integrated Reporting
• Run a report with Excel Integrated Reporting 
• Troubleshooting Excel Integrated Reporting