Add Reports and Layouts to Favourites
You can save time by setting reports and layouts you use on a regular basis as favourites in Sage 50cloud Accounts. This means that you don’t have to search through the many reports to find the one you want each month or struggle to remember where it is.
Add a report, layout, letter or label to Favourites
- Browse to the required report or layout in your software. For example, click Customers, then click Reports, then select the required reporting area eg Aged debtors.
- Find which report you want to use eg Aged Debtors Analysis (Detailed) and click the star on the left of the document name.
When a document is added the star turns yellow and the document is added to your favourites menu.
Run a document from Favourites
When you browse to the required report or print area, for example, Customer Reports, the report browser will automatically show you the reports you have set as favourites.
To remove a report, layout, letter or label from Favourites
- Browse to the required report or print are, for example Customer Reports.
- Right-click the required report, layout, letter or label, then click Remove from Favourites
If you would like help adding reports, layouts, letters or label to Favourites or need help finding the right report, layout, letter or label for you or need any other help with your Sage Accounts please contact us