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Sage Report Designer

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Your software comes with a selection of business reports, payslips and cheque layouts. Most people start reporting by choosing one of these standard reports, which you can use immediately or amend in Sage Report Designer.

If you need to change your reports, Sage Report Designer includes a comprehensive set of tools that you can use to produce your own more complex or specialised reports and other business related documents.

Tip: To find out more about the standard reports available in your software, see Using reports.

To use the Reports window

The Reports window gives you easy access to all your reports. This window appears whenever you produce reports from your software and automatically shows your favourite reports. You can add reports to Favourites with one click and quickly preview the reports before you run them. We’ve also added full descriptions of the reports to explain what each one does. For further information, please refer to The Reports window.

To edit a standard report

To edit a pre-update report

1. Select an employee from the employee list > Payroll > Pre-update Reports
2. Browse to and select the report you want > Edit.

To edit a post-update report

1. Horizontal toolbar > Reports
2. Browse to and select the report you want > Edit.

To create a new report

1. Horizontal toolbar > Reports > New.
2. Follow the instructions in the wizard to create your report.

Working in Sage Report Designer

Designing your own reports can be complex, so to help you the following resources are available:

• When you're in Sage Report Designer, press F1 to open the specific Sage Report Designer help.
• If you have Sage Cover or Sage Cover Extra, you can find more information about reports using Ask Sage. For more information about Sage Cover, visit the Sage Store.

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.