How to customize reports

How to customize reports in Sage 50 Accounting.

1. Go to Reports & Forms and select the type of report you want. 
2. Highlight the desired report and select Options on the top menu. You can also right-click the report and select Modify, and then Options.
   • Here you can select options such as report date range or period, sorting order, summarization or showing only totals, and filters
3. Click Columns to add or remove columns by checking or unchecking Show next to the desired fields.
   • Not all fields are available for all reports. If a field isn’t listed, you can't add it. The report sorting order can also prevent listed fields from being added, indicated by the Show button being dimmed
   • You can't change the names of report columns in Sage 50. However, you can export the desired report information into Excel and change the column name in Excel
4. Change column widths by clicking and dragging the blue lines between the column headers.
5. Select Fonts to change the font, font size, or font effects.
6. Once the report is as you like it, select Save to save the changes as a custom report. If you're customizing a standard report, assign a new name as standard reports can't be overwritten.

 TIP: Customized reports will always run with the date range/period that was selected when saving the report. To change this on subsequent runs, select Options.