Tips

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:

  1. 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.

  1. 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

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Call us now for your FREE consultation on 01691 654545 or click here...