The Reports window

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The Reports window, also known as the Report Browser, 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.

 

Options available in the Reports window

Option

Description

New

Use the Report wizard to guide you through how to create a new report or document. For more information, refer to the section Creating a new report using Sage Report Designer.

Edit

Open a report to amend. For more information, refer to the section Editing a standard report using Sage Report Designer.

Delete

Removes the selected report.

Note: You can't delete a standard Sage report.

Preview

Opens the selected report in a preview window so you can check the content and layout.

Print

Opens the Print dialogue so that you can print your report.

Export

Saves the selected report in another format, such as PDF or HTML. This is especially useful if you need to send the report to someone who doesn't use Sage 50 Payroll, as they can open the report without the need to install the software.

Excel

Sends the contents of the selected report directly to Microsoft® Excel.

Email

You can email the selected report using Microsoft® Outlook or your Internet email service, such as Gmail. You can find further information about how to email reports in Ask Sage article 12659.

Favourites

To add the selected report to your favourites list, click the star . The the star changes to show it has been added to your favourites.


Need more help? You may find the Questions and Answers section useful.


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