I am not upgrading to the 2019 Year-end Release (version 18.4) but would like to have access to the Consumer Privacy reports.

Click the links under Attachments to download the report designs. (Note that the reports were created in version 18 and tested in version 18.4.1 only.) The Address Book (AB), Property Management (PM) and Payroll (PR) reports were created in Report Designer, while the Service Management (SM) report was created in Crystal Reports. For a description of each report and the information it provides, see DocLink: What Consumer Privacy reports does Sage 300 CRE provide?

You can save the reports to the default location for Sage 300 CRE reports or to another location on your network.

• The default location for Sage 300 CRE reports is <network location>\ProgramData\Sage\TIMBERLINE OFFICE\9.5\ACCOUNTING\Report.
• The default location for Service Management reports is <network location>\ProgramData\Sage\TIMBERLINE OFFICE\9.5\ACCOUNTING\Report\Service Management.

To add the reports to the Reports menu in Sage 300 CRE, see DocLink: How do I add a report in Reports Manager?

For steps on how to add the SM report to the menu, use the Service Management Help topic called "Custom Report Manager".