Sometimes you will want to create and store an Adobe PDF version of a Sage 50 report or financial statement. The advantage of the PDF version is that you can easily attach it to an email message for delivery to a customer, and the report will appear exactly as it does when you display or print it in Sage 50, with all formatting (including page breaks) intact.
To create a PDF from the Select a Report or Form window:
- Open Sage 50 and your company.
- From the Reports & Forms menu, select the Report area.
- Select your report or statement.
- Click the Send To button; then select PDF.
- When filter options are set as desired, select OK.
- By default, the PDF version will be saved in your company directory. To change the default, use the drop-down list in the Save in field to find and select a new location for storing the file.
- Again by default, the PDF version will be saved under the name of the original report/financial statement, with the day's date appended, and a .pdf extension (for example, Customer Ledgers 03232011.pdf). To change the default, use the drop-down list in the File name field to select a different name for the PDF file. OR type in a new name of your own choosing.
- Now, to save the report or statement in PDF format, select Save.
The Select a Report or Form window appears.
The appropriate Options window appears, letting you choose filter options that determine how the document will appear. Tell me more about filtering reports and statements.
The standard Windows Save As dialog appears.
To create a PDF with a report/financial statement in display or design mode:
- With the report or statement either displayed on the screen or in design mode, select the PDF button.
- By default, the PDF version will be saved in your company's Reports directory. To change the default, use the drop-down list in the Save in field to find and select a new location for storing the file.
- Again by default, the PDF version will be saved under the name of the original report/financial statement but with a .pdf extension (for example, Customer Ledgers.pdf). To change the default, use the drop-down list in the File name field to select a different name for the PDF file. OR type in a new name of your own choosing.
- Now, to save the report or statement in PDF format, select Save.
The standard Windows Save As dialog appears.
What do you want to do next?
- Display a report on the screen
- Display a financial statement on the screen
- Email a report or financial statement from the Select a Report or Form window
- Email a displayed report or financial statement
- Print a report or financial statement
- Perform other report or form tasks
- Read the report selection overview