WEBVTT Kind: captions Language: en 00:00:00.120 --> 00:00:05.820 hello and welcome to the Sage 200 Standard Online  Report Designer video on using custom report  00:00:05.820 --> 00:00:10.920 manager and saving a standard document  during this demonstration we will look  00:00:10.920 --> 00:00:16.860 at how to upload a customized report how to  upload a customized layout how to receive a  00:00:16.860 --> 00:00:22.260 standard report for further customization and  how to receive a standard layout for further  00:00:22.260 --> 00:00:26.880 customization you may or should do this in order  to make your layout or report more unique to  00:00:26.880 --> 00:00:32.220 your business as an example an invoice layout  you might want to add your business logo as  00:00:32.220 --> 00:00:37.500 an image to the layout before you send it out to  your customers so in order to upload a report we  00:00:37.500 --> 00:00:42.420 need to go to settings and then organizational  and financial and then custom report manager  00:00:43.680 --> 00:00:51.180 once that screen opens if you then click on upload  and then browse to the location on your machine or  00:00:51.180 --> 00:00:57.300 network where the file is Select it and then  select open and then okay we now need to add  00:00:57.300 --> 00:01:03.360 that to this window so if we click on ADD and then  select the report from the report drop down give  00:01:03.360 --> 00:01:08.100 it a name as how you would like it to appear  within your screen on the left hand side and  00:01:08.100 --> 00:01:13.560 then which module you want it to be visible in and  whose rules you would like to be able to see the  00:01:13.560 --> 00:01:20.520 report and then click on OK and then OK again and  in order for you to be able to see the report you  00:01:20.520 --> 00:01:28.500 must close and then reopen the Sage 200 Standard  online program then go into customers and then  00:01:28.500 --> 00:01:35.340 custom reports and you'll then be able to see the  new report within that area so to upload a layout  00:01:35.340 --> 00:01:42.420 we need to go to settings organization Financial  then custom report manager then if we click on  00:01:42.420 --> 00:01:47.760 the upload button and then browse to the location  of where the layout file is we need to change the  00:01:47.760 --> 00:01:52.620 drop down at the bottom right from report files  to layout fails select it and then choose open 00:01:55.200 --> 00:02:02.940 and then okay close report manager down then we  need to go to Report Designer through the Cog at  00:02:02.940 --> 00:02:11.700 the top right locate the layout file within custom  reports and then user defined and then open it up  00:02:12.480 --> 00:02:18.720 and then we need to receive it into  custom layouts so go to file save ours 00:02:21.120 --> 00:02:24.960 browse to that location give  it a new name and then save  00:02:25.740 --> 00:02:31.740 we then close Report Designer down we can now  go and choose layouts via the Cog at the top  00:02:31.740 --> 00:02:39.540 right to allocate that layout to the relevant  invoice or statement Etc as I'm showing you here 00:02:53.880 --> 00:02:59.820 so if I want to save a standard report in the  program I go to the Cog at the top right then  00:02:59.820 --> 00:03:06.120 Report Designer then when in default reports and  then the relevant module select a report to open  00:03:06.120 --> 00:03:14.820 it up then I need to go to file save as and then  it defaults to save into custom reports and then  00:03:14.820 --> 00:03:20.520 within there you've got to use a defined folder go  into there give it a new file name and then click  00:03:20.520 --> 00:03:28.380 on Save what I can now do is go into settings  organizational and Financial custom report manager 00:03:31.260 --> 00:03:37.560 and then click on ADD select a new report  that we've just saved give it a name I want  00:03:37.560 --> 00:03:43.680 to appear on the left hand side then select  the module you want it to be visible in  00:03:45.000 --> 00:03:50.700 and select the role for the users that you wish  to be able to see the report and then click on OK  00:03:52.500 --> 00:03:59.100 click on OK again and then you need to close and  then reopen the program to then be able to see the  00:03:59.100 --> 00:04:06.180 report now receiving a layout label or letter is  the same procedure apart from you save it in the  00:04:06.180 --> 00:04:12.600 relevant folder so if we go to the cog at the  top right and then Report Designer into default  00:04:12.600 --> 00:04:17.400 and then on this occasion we're going to amend or  receive a layout so we select layout and then I'm  00:04:17.400 --> 00:04:25.560 going to open up the invoice single layout then  I need to go to fail at the top left and then  00:04:25.560 --> 00:04:32.400 save as and it automatically defaults to custom  layouts so we just need to give it a file name  00:04:33.360 --> 00:04:37.800 and then click on Save if we  then close Report Designer down  00:04:39.420 --> 00:04:43.860 and then go to the Cog again and then  choose layouts and then from the first  00:04:43.860 --> 00:04:49.740 drop down I want to allocate that new layout  against invoice so I'll select that and then  00:04:49.740 --> 00:04:56.040 click on the browse button and then within custom  layouts select a new one choose open and then ok  00:04:57.720 --> 00:05:05.580 thanks for listening to this Sage 200 Standard  online video if you have any feedback please  00:05:05.580 --> 00:05:12.600 email us at smbfeedback@sage.com or you  can press F1 anywhere in your program