All your Sage 200 reports and documents contain information taken from the Sage 200 database. This information is added using a Variable. You can add or remove variables and any text and in most reports or layouts using Report Designer. For example, you may want to amend a report to show your customer's account name as well as their account reference.
How to locate the report or document
Open: 
Tools > Run Sage Report Designer
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Go to File Explorer section.
The default reports are all stored under the Defaults folder by type of report and module such as nominal, purchases etc.
If you've previously amended the report or document, it will be saved in the Custom or Company folder.
Report types- Labels - prints labels for stock items and suppliers.
- Layouts - used for printing invoices and credit notes.
- Letters - for debtor letters to send to customers.
- Reports - all reports
How to add text
There are several ways you can add text. The simplest method is to use the Dynamic help.
Open: View > Dynamic help
- Select Add text or data field and then Add text.
- Enter the required text, such as Account name.
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Choose the required style from the drop-down list. It's a good idea to use the same style as the other fields in the section.
The font, size and colour are shown below, you can change these here, if required.
- Choose how to align the text within the text box and whether to add borders.
- Click Next.
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Choose the section and location within the section.
- Click Add to report.
- Use the mouse or arrow keys to position and align the box correctly.
Add a variable
Each variable represent a data field from your Sage 200. The variables are grouped together in data tables. For example, information about your customer accounts, such as the address, code, name, status etc are held the SLCustomerAccounts table.
Open: View > Dynamic help
- Select Add text or data field and then Add a data field
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Select the table that contains the data
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Select the data field.
For example, to add the customer name, choose SLCustomerAccounts and then CustomerAccountName.
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Choose where to add the data field. If you're added a text box as the label for the new field, make sure it's the same section and approximate position as the text box.
- Click Add to report.
- Use the mouse or arrow keys to position and align the field correctly.
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To make sure it uses the same formatting as other information in the section, click on the field and then select the same style from the toolbar.
Tip: Preview the document to check that it's displaying correctly (View > Preview).
How to remove text and variables
You can remove also remove and text or variables you don't want.
Just select the text or variable and click Delete.
Tip: Don't forget, if your remove a variable, you'll need to remove the text label for it as well.
Where to save the amended report or document
When you save a customised report or document, make sure to save it in a new folder. This is to make sure that the original isn't lost.
If you have more than one
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Keep the file name the same as the default file name for the report or document.
- Save your report in the custom folder using same path as the original:
- custom/reports/<module name >
- custom/layouts
- custom/letters
- custom/labels
For example, if you add a logo to the SOP Invoice (Single Plain paper) layout , the filename will look like this: custom/layouts /SOP Invoice (Single Plain Paper).layout.
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Keep the file name the same as the default file name for the report.
- Save your report in the same folder as the original but under the company folder and add the
- <company name>/reports/<module name >/filename
- <company name>/layouts/filename
- <company name>/letters/filename
- <company name>/labels/filename
For example, if you add a logo to the SOP Invoice (Single Plain paper) layout for a company called Test, save it under company and the filename will look like this :Test/layouts/SOP Invoice (Single Plain Paper).layout
When you generate a report or document Sage 200 first looks for the version in the Company folder, then the Custom folder, and if it does not find one it uses the 'out of the box' version. For each report, it will check in a specific folder for a specific filename.
