Setting Up New Reports as Features/Menu Items

By setting up the new reports Features/Menu Items, you allow yourself, and others, to access it easily and efficiently.

Follow this week’s Tip of the Week for more information.

Save the report on the server in the following file location:

ServerName/Sage\reporting\custom\reports\CompanyName

This makes it easy for you and your support team to find these reports later if any changes need to be made.

As a rule, we recommend that you only save changes to existing reports in the relevant ledger folders within ‘Custom’.

All new reports are best saved in a folder with your company name for ease of access.

Go into Sage System Administration > Features > and right click on the features screen and ‘Add New Feature’.

(Usually in an existing or create a new ‘Custom’ folder).

Name the feature and press ‘OK’.

Select the feature – at the bottom of the screen, choose the ‘Targets’ tab and ‘Add’.

Choose a name for the Target Action, and change the Target Type to ‘Report’, then browse to the new file you have saved.

Right click on the ‘New Report’ and select ‘Role Authorisation’. Apply all user roles you wish to be able to have access to this report.

This is now fully set up as a Feature in System Admin. Next, open Sage to create the new report as an option in the menu.

Click the pencil icon at the top of the menu to edit your menu layout.

Select the module you wish to add the report to and click the ‘+’ to add a new menu item.

This should give you a list of features to add on to the menu. Select the feature you wish to add and click ‘OK’.

You can move the feature up and down as needed with the arrows.