Accessing Report Designer & The Report Hierarchy

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.