Open topic with navigation

> Reporting / Report favourites and selections / Maintaining report selections

Report selections

Sage Cover Extra webinars

If you produce a number of reports regularly, why not use the Report Selections option to group them together? Running a report selection produces all the reports stored within it at the same time, making it a great time saver.

Note: If required, you can restrict access to the Reporting feature using the Access Rights option. For more information, see Securing your software.

To create or edit report selections

  1. To add a pre-update report selection > select the required employees > Payroll > Pre-update Reports > continue from step 3.
  2. To add a post update report selection > Reports on the horizontal toolbar.
  3. Then you can:

    Create a report selectionOpen this section

    1. Report Selections > New.
    2. Description box > enter a name for your report selection.
    3. Select the folder which contains the report you want, for example, Payslips > Laser.
    4. Available Reports list > select a report > Add.
    5. If required, repeat step 4 for any additional reports.
    6. Save > Close.

    Make changes to a report selectionOpen this section

    1. Report Selections > choose the report selection you want to change > Edit.
    2. If required, edit the Name or Description.
    3. To add a report, from the Available Reports select the report you want to include > Add.
    4. To remove a report, from the Selected Reports list, select the appropriate report > Remove.

      Tip: To remove all reports > Clear.

    5. Save > Close.

    Delete a report selectionOpen this section

    1. Report Selections > select the report selection you want to remove > Delete.
    2. To delete the report selection > Yes.
  4. To close the Reports window > Close.

To run a report selection

  1. For pre-update reports > select the required employees > Payroll > Pre-update Reports > continue from step 3.
  2. For post update reports > Reports on the horizontal toolbar
  3. Report Selections > select the report selection you want > Preview.
  4. Use the tabs at the top of the Preview window to move between the reports.

When you run a report, you use Sage Report Designer. There are a number of areas to help you with this software. For more information, see Sage Report Designer.

Need more help? The Ask Sage online database is available to Sage Cover members.

If you have any feedback about this topic, we'd love to hear from you.

If you have Sage Cover and you have a general support query, you can get in touch at https://my.sage.co.uk/contact-us/

If you don't have Sage Cover, you can find out more about it here.