Customize Report Columns

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There are several ways that you can customize the columns in your reports:

Note: If a report's Modify Report window doesn't have the Report Columns option, you cannot customize the columns.

  1. Open the Modify Report window for the report.
  2. Click Report Columns in the options box on the left-hand side and select Custom report column settings.
  3. (Optional) Select the columns you want to exclude from the report and click Remove. Click Remove All to clear all of the columns and start from scratch.
  4. (Optional) Select the columns you want to include in the report and click Add. Click Add All to include all available columns.
  5. (Optional) Change the column widths as required.
  6. (Optional) Use the Move Column arrows to change the order that the columns appear in.
  7. Click OK to display the report.

Note: If you want to revert your column settings to the Sage 50 Accounting defaults, click Reset.

You can also customize columns from the report viewer:

  1. Click on the column header's right or left border, hold the mouse button down and drag the border to the desired width.
  2. Release the mouse button.

You can also double-click the edge to the right of a header so that the width automatically fits the contents.

Note: Different columns have different minimum and maximum widths. You can see the range for a particular column in the report's Modify window.

  1. Right-click on any column header.
  2. Click on any column in the list to add or remove it from the report.
  1. Click on the column header, hold the mouse down, and drag the column across the header bar to the desired position.
  2. Release the mouse button.