When you select a report, form, or financial statement, you will be able to filter the document by choosing the range of data to print or view on a report or the range of forms to print. The filter options are different depending on whether you select a report, form, or financial statement.
Filter a Report or Financial Statement
When you select a report, you can change the Filter or Sort options in the Options window.
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From the Reports & Forms menu, select the type of report (Accounts Payable, Accounts Receivable, Financial Statements, and so on) you want to display or print.
Sage 50 displays the Select a Report or Form window with your report area selected. Selecting a new report area displays a different list of reports.
- From the report list, scroll down to select a report, form, or financial statement you want to display or print. Click once to select or highlight a report name.
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Click the Options button in the top of the Select a Report or Form window.
Sage 50 displays the Options window. The options are different for a report versus a financial statement.
- Click OK to display or print the report or financial statement.
Filter a Form
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From the Reports & Forms menu, select Forms, then select the type of form that you want to use.
Sage 50 displays the Select a Report or Form window with the type of form you selected shown in the Forms list.
There are many types of forms. You can select a different Form Type to see other forms in the list.
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From the Forms list, select the form you want to use and click the Preview and Print button which is located below the sample form.
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The filter window opens for the form that you have selected.
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Select Print/Email to print or email the forms after making your filter selections.
Select Print Preview if you want to preview the forms before printing them.