To learn more about Sage 300 Construction and Real Estate Report Designer, visit Sage U at www.SageU.com.

300C – Sage 300 Construction and Real Estate – Beginning Report Designer

300C – Sage 300 Construction and Real Estate – Report Designer: Beyond the Basics

1. Click on the report link to download the report design.
2. Select Save As.
3. In the Save in box, browse to your Report folder. Example, \\[server name]\Timberline Office\9.5\Accounting\Report folder.
4. Click Save.
   Note: Some Internet Service Providers don’t allow direct access to an attachment. Download to asset location, like the Downloads folder. Then, copy the report design from the saved location to your Report folder using Windows Explorer.

To Add a Report Design to the Reports Menu:

Note: Adding reports to Purchasing (PO) and Inventory (IV) follows detailed steps. See How do I add a report to my Reports Menu in Purchasing and Inventory?

For other applications:

1. Start the application where you want to add the report to the Reports menu.
2. From Reports, select Reports Manager.
3. Click New.
4. Type the report name you want to show on the menu in the Report name box.
5. To assign this report to a menu group, type the name in the Menu group box.
   • Note: Click List to select an existing menu group. Leave the box blank to add the report to the main Reports menu.
6. In the Source section, select the option depending on if this is a TS report design (Sage Report Designer report) or a Crystal report design.
   • Note: If the report provided by Sage is a Crystal report, the design name will include a (CR) designation.
7. Place your cursor in the File name box, click List.
8. Browse to the report design you want to add.
9. Select the report design and click Open.
10. Click OK, then Close.

Note: The report may not show on the Reports menu if Sage 300 CRE security is set up. In this case, modify Sage security so the operators have access to the report. See Why is my report or inquiry missing from my Reports or Inquiry menu?

To Print a Report from Report Designer without adding it to the Reports menu:

1. In Report Designer, from File, select Open Design.
2. In the Look In box, select the drive and folder where the report design is located. Example: \\[server name]\Timberline Office\9.5\Accounting\Report
3. Select the report and click Open.
4. From File, select Print. Make file selections as needed.
5. Click Print Preview to view the report on screen. Click Start to print the report.

[BCB:156:Chat 300 CRE US:ECB]

How do I give users access to reports and inquiries in Security Administration?