Use this window to search for text within a report or financial statement.
- With a report or financial statement displayed, select the Find button. Sage 50 displays the Find on Report window.
- In the Find what text box, enter the text you want to locate.
- Select the Search forward or Search backward option.
- If you want your search to be case sensitive, select the Match case check box. Sage 50 will search only for text that matches the case of whatever you enter in the Find what text box. For example, if you enter "SMITH" in all capital letters and select Match case, Sage 50 will search for any occurrence of "SMITH" in all capital letters. It will not search for "smith" or "Smith."
- Select the Use wildcards check box if you'd like to use wildcards in your search. For more information, see the topic about wildcards in the Learn More section below.
- If you want to search for a complete word, select the Find complete words only check box. For example, if you have this option selected and you enter "age" in the Find what text box, only the word "age" will be located-- not "Sage" or "aged."
- Click the Find Next button to start your search. Sage 50 will locate and highlight the first instance of text that matches what you entered in the Find what text box.
- To find additional text, click the Find Next button.
- When finished, click the Cancel button to close the Find on Report window.
Note: Sage 50 stores the last 20 values you entered in the Find what text box. You can choose one of your previously entered values by selecting it from the drop-down list. The list is stored until you close Sage 50.
In your search you can use two wildcard characters: ? and *.
- Use the ? wildcard character to find text that contains any single character in the position taken by the wildcard. For example, typing in SM?TH would find both SMITH and SMYTH.
- Use the * wildcard to find a string of characters. For example, typing in account* would find accounts, accounting, and accountant.
When a report or financial statement is displayed on the screen you can print it, email it, create a PDF of the report, or copy it to a Microsoft Excel spreadsheet. Click the appropriate topic below for more information.
Send a report or financial statement to the printer
Email a displayed report or financial statement
Create a PDF of the displayed report or financial statement
Copy a report or financial statement to a Microsoft Excel spreadsheet
When certain reports or financial statements are displayed, you may notice a thin blue rectangle surrounding a line that contains a transaction. When you move your cursor over the transaction line, the cursor changes from an arrow into a magnifying glass with a "Z" in the center. This is referred to as the "drill down" feature.
You can click these transactions to drill down to the task window that includes the original transaction information. From financial statements, you can drill down to the General Ledger report, where you can drill down to original transaction detail. How do I do this?
For reports, you can click and drag the blue lines around the column titles to change the column width. For financial statements, you can click the Design button when a financial statement is displayed and customize the information to fit your specific needs. For more information, click the appropriate topic below.