We’ve all been there – you spend hours on a document, only to discover you haven’t saved your changes. It’s frustrating, especially when you’re working on something as important as a report.
In this article, we’ll take you through how you can save your changes on reports you’re working on in Report Designer, and some best practices for doing so.
Before making changes in Report Designer, best practice is to save a copy of the layout. This ensures you have a version of the original layout to hand until you’re happy to replace it with the updated one.
To do this, in the layout you want to save changes to, navigate to File > Save As.
In the box that appears, check if the location that the copy is being saved to is correct. The two locations you can save the copy to are:
- Company – for files relating to specific Companies in Sage 200
- Custom – for files relating to all companies in Sage 200
Once you’ve picked where you want the file to be saved, give it a name. This name must be different to the original file (if one exists).
When you’ve finished amending the layout, save the file again, with the same file name.
To replace the existing layout with your amended layout, select File > Open, then navigate to the location of the layout.
Tip: If you can’t see any files in the location, change the file type in the small drop down on the right hand side of the dialogue box.
Right-click on the existing version of the layout and click Rename. Add the word Old, and the date that you retired the layout. This means you can track older versions of reports at a glance.
Right-click on the new version of the layout and click Rename. This time, remove any extra text you added while you were drafting the report.
Tip: It’s a good idea to create a folder to store old layouts. To do this, right-click, select Folder, and create a folder called Old. Drag and drop relevant files into this folder.
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