Report Options

Dates

Depending on the report, you can either select a date, select from a drop-down list of periods or select a date or range of dates from a calendar.

ClosedMore about dates

On the calendar, click the left and right arrow buttons to change the month. Click the date you want to run the report for.

Note: On many transaction reports that offer a date range, you can include data from previous, closed years. You may be able to drill down on transactional detail, but you won't be able to change amounts from a closed year.

Sort

This lets you change the order in which data appears on the report. For example, sorting by Customer Name would list all customers alphabetically, based on the Name field. Sorting by Due Date or Invoice Date lists transactions starting with the earliest due date.

Summarize Report: Check this box to omit transactional or other detail and just include totals or "rolled-up" detail.

Other Options

Columns

Fonts

Print Setup

Filters

When you select the method you want to use to filter the report on the left, a set of options will display on the right.

Note that you can have multiple filters, and that a list of all current filters displays at the bottom of the Modify Report window. For example, on an Aged Receivables report, you could choose to filter for a range of customer ID's, and then to omit credit memos, and so forth.

For more specific help with different types of filters, click on the filter type in the list below.

ClosedAll/Range Filters

When you choose your filter on the left, you get a different set of options on the right.

For some records you can choose to display all records or a range of records. If you choose the Range option, the From and To boxes become available. The From box reads First Record, and the To box reads Last Record. In these boxes you can either enter the desired range or use the dropdown buttons to select the range. If you select only a From record, then the range will go to the last item in the list. If you select only a To record, all records from the beginning of the file up to and including the chosen To record will be displayed.

ClosedOne or More Filters

For some filter types, the All/Range filter option includes a One or More option. This allows you to select multiple contiguous or noncontiguous data records to appear on the report. For example, in the illustration below One or More has been chosen as the type for the Customer ID field.

Just click with your mouse in the box beside those records you want to include on your report.

ClosedAll/Equal To Filters

Some filter types have an All or Equal To option. You can either include all entries that fit the filter type, or select a specific entry.

For example, if you select Accounts Payable Account ID as the filter, selecting All would include all general ledger accounts with an Account Type of Accounts Payable. Selecting Equal To lets you specify a single Accounts Payable account.

ClosedAccount Segment Filters

Wildcards make it easy to select a range of account numbers. In Sage 50, the only valid wildcard character is an asterisk. An asterisk represents any number or character. (It does not represent ALL remaining characters, as in other programs.) So you have to type in an asterisk for each position in your account number.

Let's look at an example. Say you set up your account numbers like this:

In this example, you would type *****01 to include all departments ending in 01. You would type ****M** to show only main branch numbers on the report. You could type 10***** to find all asset-type accounts for all branches and departments (assuming your asset accounts all begin with 10).

Clear All Filters: Use this option to remove any customized filtering and return to the default configuration of the report.

Help With a Specific Report

Some reports have specific options. For help about a specific report, click the report in the list below.

ClosedAccounts Receivable Reports
ClosedAccounts Payable Reports
ClosedPayroll Reports
ClosedGeneral Ledger Reports
ClosedFinancial Statements
ClosedInventory Reports
ClosedJob Reports
ClosedAccount Reconciliation Reports
ClosedTime/Expense Reports
ClosedCompany Reports

Published: March 11, 2019
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