Set Up or Edit a Report Group

It allows you to group reports, financial statements, and views together so that you can print them in a batch.

• From the Reports & Forms menu, select Report Groups. Sage 50 displays the Select a Report or Form window.

If the Select a Report or Form window is already displayed, select the Report Groups report area on the left.

To create a new report group

1. Select a report group you want to modify in the Report list, if any exist. Then select the Group button at the top of the Select a Report or Form window. Sage 50 displays the Report Groups window.

   Note: If no report groups exist, simply select the Group button to display a blank Report Groups window.

2. Select each report listed in the Report Group list (if any), then select Remove.
3. Select the desired reports from the Report Index list, then select Add.
4. Click Save to save the new report group. Sage 50 displays the Save As window.
5. Enter or select a report group name and description. Then, click OK.
6. Select Close to return to the Select a Report or Form window. The new report group is displayed in the report list.

To edit an existing report group

1. Select the report group that you want to modify from the Report list, then select the Group button at the top of the Select a Report or Form window. Sage 50 displays the Report Groups window.

   Note: You can also double-click on the report group listed in the Report list to display the Report Group window.

2. To remove a report listed in the group, select it on the right side, then select the Remove button.
3. To add a report, select the desired reports from the Report Index list, then select the Add button.
4. Click Save to save the modified report group. Sage 50 displays the Save As window.
5. Enter or select a report group name and description. Then, click OK.
6. Select Close to return to the Select a Report or Form window. The modified report group is displayed in the report list.