Set
Up or Edit a Report Group
It allows you to group reports, financial statements, and views together so that you can print them in a batch.
- From the Reports & Forms menu, select Report Groups. Sage 50 displays the Select a Report or Form window.
If the Select a Report or Form window is already displayed, select the Report Groups report area on the left.
To create a new report group
-
Select a report group you want to modify in the Report list, if any exist. Then select the Group button at the top of the Select a Report or Form window. Sage 50 displays the Report Groups window.
Note: If no report groups exist, simply select the Group button to display a blank Report Groups window.
- Select each report listed in the Report Group list (if any), then select Remove.
- Select the desired reports from the Report Index list, then select Add.
- Select Save to save the new report group. Sage 50 displays the Save As window.
- Enter or select a report group name and description. Then, select OK.
- Select Close to return to the Select a Report or Form window. The new report group is displayed in the report list.
To edit an existing report group
-
Select the report group that you want to modify from the Report list, then select the Group button at the top of the Select a Report or Form window. Sage 50 displays the Report Groups window.
Note: You can also double-click on the report group listed in the Report list to display the Report Group window.
- To remove a report listed in the group, select it on the right side, then select the Remove button.
- To add a report, select the desired reports from the Report Index list, then select the Add button.
- Select Save to save the modified report group. Sage 50 displays the Save As window.
- Enter or select a report group name and description. Then, select OK.
- Select Close to return to the Select a Report or Form window. The modified report group is displayed in the report list.