Customizing Reports

Sage Simply Accounting offers many ways to customize reports to meet your needs. For most reports, you can:

• Select which columns you want to include on the report.
• Sort and filter the report.
• Store and recall report templates so that you can use the same customized settings without having to select them each time you print the report.
• Specify the page set up for a report.
• Change font settings for a report.
• Add a footer to your Balance Sheet, Income Statement, and Statement of Cash Flows reports . (Premium)
• Specify whether to show the accounts in groups and subgroups in your Income Statement and Balance Sheet reports. (Premium)

Many of the options that you can use to customize a report are available in the Modify Report window. It is also possible to customize a report using options that are available directly in the report viewer.

To customize the appearance of all of your reports, use the Reports and Forms Options window (in the Home window on the Setup menu, select Reports and Forms).

Notes:

If you customize an individual report, your custom report will not be affected by changes made in the Reports and Forms settings window.

Your settings will be lost, however, if you do not save the report as a template before displaying the default report template from the Report Center.

What do you want to do?

Customize report columns

Sort a report

Filter a report

Customize the print page settings for a report

Change font settings for a report

Add a footer to a report (Premium)

Save a report template

Delete a report template