How to delete, edit, rename, or move a custom form or report

How to delete, edit, rename, or move a customized form or report in Sage 100 Contractor.

Create a copy of the report form or report

1. Connect to the Sage 100 Contractor server or host computer.
2. Open Windows File Explorer.
3. Go to these locations to locate custom report forms:
   • Shared custom forms reside in \\[servername\Sage100Con\Common\Report Forms
   • Private custom forms reside in \\[servername\Sage100Con\Common\User Data\[user name]\Report Forms
   • Company-specific custom forms reside in \\[servername\Sage100Con\Company\[company name]\Files\Report Forms
4. Go to these locations to locate custom reports:
   • Shared custom reports reside in \\[servername\Sage100Con\Common\Custom Reports
   • Private custom reports reside in \\[servername\Sage100Con\Common\User Data\[user name]\Custom Reports
   • Company-specific custom reports reside in \\[servername\Sage100Con\Company\[company name]\Files\Custom Reports
5. Right-click on the name of the report form or report.
6. Select Copy.
7. Right-click on the desired backup location.
8. Select Paste.

To delete, edit, rename, or move a Report Form

1. Connect to the Sage 100 Contractor.
2. Go to 13-9 Report File Manager.
3.  Click the Report Forms tab.
4.  Expand the Private, Company, or Shared folder.
   • Right-click the report form file to Delete, Edit, or Rename it.
   • Drag the report form file to another folder to Move it.

To delete, edit, rename, or move a Report

1. Connect to the Sage 100 Contractor.
2. Go to 13-9 Report File Manager.
3.  Click the Reports tab.
4.  Expand the Private, Company, or Shared folder.
   • Right-click a report file to Delete, Edit, or Rename it.
   • Drag the report file to another folder to Move it.

 

 

Where are files and folders installed for Sage 100 Contractor SQL

How do I create a custom report or report form in Sage 100 Contractor?