Sage 50 Accounts Training Course: Report Designer course. Write your own Sage reports and design stationery.

When you've read all the course details, you can or call us on 0845 641 0624. You can also get us to call you by filling out the enquiry form, and we'll contact you as soon as we can to discuss your training needs.

By the end of this course you will:

• Know how to create new reports using the report wizard, amend fixed reports, select variables, sort information and amend the page layout
• Be able to insert calculations into a report and change the presentation of information
• Know how to improve presentation by adding sub-totals and grand totals
• Understand how to add filters to a report to select specific information
• Be able to split debits and credits and produce meaningful transaction totals
• Know how to add ranges to a report
• Be familiar with selection filters, advanced filters and advanced criteria
• Know how to create overdue account letters and sales promotions using specific criteria and expressions
• Know how to amend an existing invoice layout or create one from scratch

Create your own high-impact layouts that incorporate data from Sage 50 Accounts. This will ensure you can easily present vital information in ways that meet specific requirements. Also learn how to amend existing stationery layouts to fit in with your own business needs.

The course is aimed at users of Sage 50 Accounts v2007(v13) and onwards (for those on Sage Line 50 v12 or below we suggest our onsite training).

Sage 50 Accounts is supplied with a range of standard reports. However, it may be necessary to alter these reports to suit your business needs, and even perform your own specific analysis by creating new reports from scratch.

Click here to search for and book your Sage 50 Accounts Report Designer training course.

Detailed course content

Sage 50 Accounts Report Designer course session 1 - Introduction To Report Design and Amending Existing Reports

• 5 Key Ideas Behind Report Design
• Amending Existing Reports
• Saving Reports

Sage 50 Accounts Report Designer course session 2 - Creating a New Report - Manually

• Creating a New Report
• Understanding Report Types
• The Design Screen
• Grouping Objects
• Editing In Preview Mode

Sage 50 Accounts Report Designer course session 3 - Creating a New Report - Using the Wizard

• Using the Design Wizard
• Multiple Sorts

Sage 50 Accounts Report Designer course session 4 - Expressions and Snippets

• Creating A New Stock Report
• Adding An Expression
• Saving Snippets
• Using Expressions In Further Calculations
• Formatting Numeric Variables

Sage 50 Accounts Report Designer course session 5 - Grouping and Totalling Data

• Adding Groups
• Adding Subtotals
• Adding Grand Totals
• Keep Together

Sage 50 Accounts Report Designer course session 6 - Grouping Data Using the Wizard

• Understanding the Audit Tables
• Adding Groups and Totals using the Wizard
• Totalling An Expression
• Error List
• Suppressing Duplicates

Sage 50 Accounts Report Designer course session 7 - Using Report Filters

• Creating Filters
• Show Field Values Button

Sage 50 Accounts Report Designer course session 8 - Editing Group Functions

• Character Breaks
• Modifying The Group
• Producing a Trial Balance
• Controlling Debit & Credit Values
• Adding Net Totals

Sage 50 Accounts Report Designer course session 9 - Adding Criteria

• Understanding Criteria
• Setting Criteria
• Printing Criteria on the Report
• User Defined Criteria

Sage 50 Accounts Report Designer course session 10 - Applying Multiple Sub-totals

• Building a Management Activity Report
• Filter Options
• Adding Multiple Sub-totals
• Moving Groups
• Dealing with Unwanted Sections
• Count Function

Sage 50 Accounts Report Designer course session 11 - Conditional Properties

• Conditional Printing
• Advanced Conditional Formatting

Session 12 - Joining Tables

• Understanding Tables
• Adding Tables
• Performing A Join
• Adding Data From The New Table

Sage 50 Accounts Report Designer course session 13 - Layouts and Letters

• Customising Invoices
• Using Your Own Stationery
• Editing Statements
• Creating Letters
• Inserting Images

Sage 50 Accounts Report Designer course session 14 - Secure Email & Batch Reporting

• Configuring Email Settings
• Secure PDF Settings
• Batch Reporting

Sage 50 Accounts Report Designer course session 15 - Introduction to ODBC

• What is ODBC?
• What does it do?

• Sage 50 Accounts setup course (1 day)
• Sage 50 Accounts stage 1 (2 days)
• Sage 50 Accounts stage 2 (2 days)
• Sage 50 Accounts stage 3 (2 days)
• Sage 50 Accounts Project costing workshop (1 day)
• Sage 50 Accounts Upgrade workshop (1 day)
• Sage 50 Accounts home study
  
  
• Sage 50 Accounts software
• Sage Accounts stationery

For your information we also supply the full range of Sage software, support and stationery. Contact us for advice and prices.

Training is an incredibility important investment. Having the right job skills in the right areas of your business is key to success in today’s competitive market. An investment with Advantage Services will actually save you money as well-trained employees are less likely to make costly mistakes. Not only will you be gaining fabulous skills for your CV, but it will help improve your business’s productivity, profitability and competitive advantage.

Get ready to experience the UK’s top tuition with Advantage Services and start working effectively and trouble-free. Contact an advisor for more information and make a booking today.