Accessing Report Designer & The Report Hierarchy

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When it comes to making your reports look exactly the way you want them, Report Designer is an invaluable tool. Finding it is easy once you know where to go – and once you’ve got to grips with the report hierarchy.

Confused? We’ve got you covered.

In this article, we’ll show you how to access the Report Designer in Sage 200, and explain how its report hierarchy works.

Understanding the Report Hierarchy

Before you start using Report Designer, it’s a good idea to spend some time learning about its report hierarchy.

Doing this early on in the process means you’re more likely to avoid updating or deleting an incorrect file by mistake.

The ‘report hierarchy’ is the way that Sage 200 searches for a file name in its folder structure, when a report or layout is first created. This means it starts from the top of the folder structure and works its way down.

There are three different folder types that would be checked within the report hierarchy.

  • Company – storing company-specific reports and layouts
  • Custom – customised reports and layouts, usable across all Sage 200 companies
  • Default – contains Sage 200’s default reports and layouts. Sage 200 will always revert back to using a default report if a layout isn’t found in the previous two folders.

WARNING: The default reports should NEVER be changed. If you’re currently using a default report or layout and would like to make changes to it, save the file within the Company or Custom folder, depending on where you want those changes to be reflected.

The report designer’s report hierarchy as seen in Sage 200.

Accessing Report Designer

Within Sage 200, click on the cog icon in the top right hand corner.

In the drop down, click on Run Sage Report Designer.

This will take you to the main Report Designer screen.

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