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Working with report favourites

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To quickly access and generate the reports you use most often, you can add them to the Favourites menu.

Tip: If you produce several reports regularly why not use the Report Selections feature to group them together? For more information, see Report selections.

You can also set your favourite reports to generate in a certain way when you run them, for example to always preview or save as a file. For more information, see Setting up your working environment.

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

To add report favourites

Pre-update reportsOpen this section
  1. Select the required employees > Payroll > Pre-update Reports.
  2. Select the reports folder you want > click the star to the left of the report name. An orange star indicates that the document is flagged in the Favourites folder.
Post-update reportsOpen this section

Tip: Alternatively, to add or remove favourites > right-click the report name > Add to Favourites or Remove from Favourites.

To open report favourites

Using the options at the top of the window you can save the file in another format, print the report, amend the page setup and change the appearance of the report.

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.

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