After customizing a report (or financial statement), you may want to save the report for future use. You can customize a report in two ways:
To save a report
- Click Save at the top of the Report window after displaying or designing the report or financial statement on the screen. Sage 50 displays the Save As window.
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Enter or select a name for the report, form or financial statement. Then, enter a brief description.
Note: Sage 50 will not let you overwrite pre-defined reports (those that came with the software). If you customized one of these, you must select an alternate name.
- When you have entered the name and description you want to use, click OK.
- Select Close to return to the Select a Report or Form window.
The new report or financial statement appears in the report list.