Filter
a Report, Form, or Financial Statement
How Do I...
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.
Filter a Report or Financial Statement
When you select a report, you can change the Filter or Sort options in the Options
window.
-
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.
-
Select 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.
Tell me about report options.
Tell me about financial statement options.
- Select OK
to display or print the report or financial statement.
Filter a Form
-
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.
-
The opens for the form that you have selected.
For assistance on working with each of the different form filters, select the Help button or press F1 when you are on the form filter screen.
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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.
What do you want to do next?