How to customize reports

Note: The following instructions assume the report being customized has already been opened

• Options such as report date range or period, sorting order, summarization or showing only totals, and filters can be set by selecting Options
• Information can be added or removed to a report by clicking Columns, then checking (to add) or unchecking (to remove) Show next to the desired fields

Note: Not all fields are available for all reports—if a field is not listed, it cannot be added; and the report sorting order may prevent listed fields from being added (this is indicated by the show button being grayed out)

• Column widths can be change by clicking and dragging the blue lines between the column headers
• Fonts, font size, and font effects can be changed by selecting Fonts
• Once the report has been customized as desired, select Save to save the changes as a custom report; a new Report name must be assigned

Note: Customized reports will always run with the date range/period that was selected when the report was saved; to change this on subsequent runs, select Options

• The column name of a report cannot be changed in Sage 50 — US Edition.

Note: You can export the desired report information into Excel and change the column name in the Excel program.