Learn how to make changes to your Sage 200 reports in Report Designer!
This webinar has now ended, please click the button below to watch the recording.
Questions:
What if the field I wish to add isn’t listed in Variables?
This will require joins to be added to the report/layout. Our support team will be able to assist you in adding the relevant joins.
What if someone updates the Live system and they shouldn’t have?
If they have renamed the old version you can reinstate the previous version by changing the file name. It might be a good idea to ensure any changes to internal documentation are agreed within the business first and signed off by the appropriate persons before making changes to the live company.
How will I be supported with reports I make myself if they don’t work?
Our support team will review the report for any obvious errors and advise the necessary actions to correct the report wherever possible. Any issues that need more than 1 hour of investigation or need a re-write may be chargeable.
Our support team are always here to help, but sometimes it’s much easier for you to make basic changes yourself, saving you the time that you would’ve spent contacting support or waiting for changes to be made.
Learning how to use Sage 200 Report Designer allows you to speed up small changes by doing them yourself as and when you need to, so you can quickly and easily make your reports look exactly how you want.
Agenda
This webinar will help you become more confident in editing your own reports by showing you how to:
- Access Report Designer
- Understand which report/layouts to amend
- Understand the Report Hierarchy
- Add, amend and align fields
- Save changes to reports (including Sage’s ROTM)
- Add criteria and conditional formatting
And much more…
Editing your reports yourself might seem like a daunting task if you’ve never done it before, but with the help of this webinar you will be able to confidently amend reports to fit your personal requirements, helping you to quickly and easily make your reports look more professional.
We’ve got a recording of the session for anyone who missed it, click the button below to access the video.
If you have any questions regarding Report Designer please email [email protected] or call 01332 959008.
Alternatively, if your question is regarding the webinar please email [email protected].