Payroll

Sage 50 Payroll has hundreds of great reports available to show a wide range of information to help you run your business. With so many reports it can be hard to find the right one you need.

Finding the report, you need

There are two ways to search for the report you want using the Report Finder Tool, using a filter or a search.

To access the Report Finder Tool

1. Under Homes > WebLinks > Click Find a report

Using the Report Finder tool

There are two ways to search for the report you need in the Report Finder tool, using a filter or a search.

Filters

1. Click Show filters.
2. Select the check boxes for the modules that best describes the report you would like to find.
3. Check the boxes next to the required report fields.

Tip: The list of report fields shortens based on your selection; therefore it is recommended that you select the most important fields first.

4. Click Close window to view the filtered list of reports.

Using the search bar

You can use the search bar to enter key words and the best suggestions are then presented below.

Tip: Sage recommend you only enter key words  and not full sentences, for example if you want a list of all your active employees, you can search for Active Employees.

If you need help searching for the right report or need any other help or advice with your payroll, please contact us

We can also provide a remote access service where we can link into your computer to help you resolve your Sage Accounts or Payroll problems.

Accounts

New Report Finder V30.1

Sage 50 Accounts comes with a multitude of reports, and it can be difficult sometimes to find the report you want. In Sage 50 Accounts V30.1 a new AI-Powered search engine for reports has been introduced, which means that you can use everyday language to find the reports you need.

Enable the new report finder

Go to any module with a Reports button:

1. Click Reports

The first time you access the reports window, you will be prompted to enable the new report finder:

2. Click Enable Now

Note: if you have not already connected your company to your Sage account, you will be taken through the process to do that first.

3. You will then see the new search bar:

Tips for searching

Be specific but be concise.  Tell the report finder about the report you want to create, and it will try and find it for you.

Why are my query results empty?

The search feature will try its best to make a good recommendation, but if it is not confident in providing a recommendation, you may not see a result.

If your results are empty, try adding more detail to your query or reformulating your question.

If you would like help finding the right report for you or need help amending a report or need any other help with your Sage Accounts, please contact us