Reports and documents in Sage 200

Reporting in Sage 200 covers: running reports, printing to document layouts, printing labels and printing letters.

Using standard reports

Standard versions of all report types are provided in Sage 200. In each Sage 200 module, most standard reports are located in the Reports menu for each module. Each report has a set of criteria allowing you to select the range of records from that module to include on the report. Each report can be printed, emailed and exported to an Excel spreadsheet. Additional standard reports are available at points in Sage 200 where a report is produced as part of a process, for example, converting a quotation to a sales order.

Reporting options in Sage 200

When setting up Sage 200, you must:

• Choose where to print reports by default. This can be straight to the printer, to a preview window, or to the spooler where the report is saved to print at a later date.

• Choose the layouts that you want to use for your documents, such as invoices and purchase orders. You can use the standard layouts provided with Sage 200 or create your own using Report Designer.

Designing your own reports

You can use the Report Designer module, which is a separate module provided with Sage 200 (and which has its own help system), to edit the standard reports, layouts and letters to suit your business, or to create your own reports.

Saving your own reports in the required file structure

You must use File > Save as within Report Designer to save your own versions of reports.

Reports must be saved into a similar folder structure as the default folder structure, but in a different location. Within the structure, each report type is stored in its own folder. Document layouts are saved in the layouts folder, labels in the labels folder, letters in the letters folder and reports in the reports folder.

You must save each report type in the correct folder within the structure. As long as you save your reports in this way, then the new report, layout, letter or label will be used when the relevant option is selected in Sage 200.

A full description of the required folder structure is given in Designing your own reports.