Using standard reports

Each Sage 200 module has its own set of reports. These are located in the Reports menu for each module.

These reports are produced by entering criteria to choose the range of records you want to include in any reports. Each report has its own criteria, for example, you can specify date ranges, or a range of accounts or transactions.

Each time you choose to print a report, the criteria window appears. You can use the default selection to include all possible records. You can also save the choices you make for any report. This allows you to produce the same reports many times, without having to remember the criteria that you need each time.

Report criteria

Use the report criteria to choose the range of records you want to include from the drop-down lists available. These will vary from report to report. The following examples are included on most reports:

• All: Includes all records with this value.
• From: Includes records with this value and greater. For example you may want to search for a minimum balance.
• Between: Includes everything between these two set values inclusively. For example you may want to search for range of accounts.
• To: Includes records up to, and including, the value. For example you may want to search for a maximum credit limit.
• Is: (equals) Includes records with this value. A/C Ref is 12345 will select the account 12345.

These choices will show at the bottom of the last page of each report:

• Help: Opens the help window.
• Save: Saves your report choices. Enter a name for this report and its settings, then click Save.
• Load: Uses report choices you have already saved. Select the file you want to use and click Load.
• Default: Restores the settings to the default for the report.
• OK: Prints the report. If you only want to print a few records enter the number of records you want in the Preview a sample report for a specified number of transactions box.
• Cancel: Closes the window.