Filter a Report, Form, or Financial Statement
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.
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.
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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.
When you double-click a form, Sage 50 assumes you want to print it. You can select the number of forms to print, as well as filter on criteria such as ID or type. Tell me more about filter options for specific forms.
You also can select to set alignment options using the Align button on the Print Setup tab. When you click the Print/Email button, Sage 50 displays a print option dialog. If you want to preview the forms before printing them, click the Print Preview button. If you want to design a form, select the Customize this form link. The form shown in the Use this form field will open in the forms design window.
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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.