How Do I: Reports, Forms, and Financial Statements

How Do I...

Basics

• Print a report or financial statement from the Select a Report or Form window
• Display a report on the screen
• Display a financial statement on the screen
• Filter a report, form, or financial statement
• Select data records to filter a report
• Search for information within a report or financial statement
• Set up a displayed report or financial statement for printing
• Print a displayed report or financial statement
• Print a report to a file
• Email a displayed report or financial statement
• Email a report, report group, form or financial statement
• Preview a form before printing it
• Print a single form
• Print and/or email a batch of forms from the Select a Report or Form window
• Print a batch of forms from a navigation aid
• Select and view payroll tax forms
• Drill down on transactions in displayed reports
• Print a form from a task window
• Email a form from a task window
• Copy Sage 50 report data to a Microsoft Excel spreadsheet
• Copy Sage 50 report data to the Windows Clipboard
• Create a PDF version of a report or financial statement
• Delete a report, report group, form or financial statement
• Print a report group

Printer Setup

• Set up a new default printer for customized reports and financial statements

Report Design

• Select a report to design
• Design a report
• Set up or edit a report group
• Save or rename a customized report
• Set up report styles
• Select style defaults

Financial Statement Design

• Use the Financial Statement Wizard to design a statement
• Select a financial statement to design
• Design a financial statement
• Save or rename a customized financial statement
• Copy a financial statement format from one company to another

Form Design

• Select a form to design
• Design a form
• Set up customized forms to print to a specific printer
• Save or rename a customized form
• Use the Selection tool

• Print a form using a custom paper size
• Print multiple copies of a form each time
• Preview a form

• Use data objects
• Use text objects
• Use command objects
• Use group objects
• Use OLE objects
• Paste a Background Image to a Form
• Use line objects
• Use rectangle objects
• Use rounded rectangle objects
• Use ellipse objects
• Use polygon objects
• Edit Object Properties
• Align multiple forms design objects
• Edit the order of objects in forms
• Print a Form's Object Order List
• Troubleshoot Form Errors

Lists of Reports, Forms, and Financial Statements

• Accounts Receivable
• Accounts Payable
• Payroll
• General Ledger
• Inventory
• Jobs
• Time/Expense(Sage 50 Premium Accounting and higher)
• Account Reconciliation
• Company (Sage 50 Premium Accounting and higher)
• Report Groups

Published: March 21, 2017
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