Report Designer Basics
You can use the Report Designer to create all of the reports and stationery layouts your
business needs. The Report Designer provides you with a Report Wizard to help you create
your reports. You can use the Report Wizard to add titles, variables, totals, groups and sorts to
your report. Alternatively, you could just use the Report Wizard to add a title to your report and
add your variables, sorts, groups and so on manually.
Preparing to create a new report
The first thing you need to consider when creating a report is exactly what the purpose of
the report is, and what the information is that you need to display.
We advise you to make a note of the information types you want before you start, and
what order you want them to appear in on your report.
If you are using Sage 200, from the Sage 200 tree menu, click the 'Report Designer'
Select the type of report that you want to create, for example, Financials or
The Report Designer appears.
From the 'Report Designer' window 'File' menu, select 'New'.
The 'Report Designer Wizard' appears, and you are now ready to start creating your
Variables are codes that represent specific types of data. When you print your report, instead
of the variable appearing in the final report, the data it represents is printed. For example, if you
place the variable object called, NAME on your report, when you print your report, your
company's name will appear in exactly the same place as you had placed the variable.
Variables are divided into different tables, and the tables that are available vary according to
which type of report you are creating. For example, if you were creating a Nominal Ledger
Report, you would only be provided with tables that include information relating directly to the
Nominal Ledger. This saves you time, as you do not need to search your database to find the
relevant information for your report.
You can view or print information about the variables that are available for your report at any
time. For more information about viewing and printing variables see To view or print the variable
list on page 20 following.
Variables can be added to your report in two different ways:
When you use the Report Wizard to create your report
By adding a variable from the Report Designer window.