Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals

Clarification needed for new user of Report Designer

Report design issues and solutions.
Post Reply
caroldavies1969
User
User
Posts: 6
Joined: 17 Dec 2012, 09:45
Sage Version: v2017 23 UK/Europe/Africa

Clarification needed for new user of Report Designer

Post by caroldavies1969 » 17 Dec 2012, 10:07

I am new to Report Designer and trying to adapt the 1ID Invoice document to create a Quotation document. I can't find any information about how to use the "Properties" fields or "Report Explorer" to effectively get the information I need on the new document.

For example, the document already includes the "WEB_DESCRIPTION", I am trying to add "WEB_DETAILS" but only the first line of the Web Details is appearing. How do I get the rest of the details to appear?

I also want to be able to add sentences along the lines of "This quotation is valid for a period of <30> days" and "Your payment terms are <?>" and don't know how to go about this.

Any assistance that you can give me regarding the above and general beginners information to using Sage 50 Report Designer would be very much appreciated.

Our version of Sage is 18.1.0.20 and the version of Report Designer is 1.3.2011.25. We are using Windows 7 Pro, 64 bit.

Many thanks
Carol

caroldavies1969
User
User
Posts: 6
Joined: 17 Dec 2012, 09:45
Sage Version: v2017 23 UK/Europe/Africa

Re: Clarification needed for new user of Report Designer

Post by caroldavies1969 » 17 Dec 2012, 11:51

I have now worked out how to get the rest of the web details field appearing, using "Auto Grow" = TRUE.

I am now finding that if I have 3 or more items on the quotation, only 2 items appear on the first page and then a large blank space appears. The next item then appears on the next page. Is there a way of putting more items on the first page to fill it up more effectively?

Many thanks again.

User avatar
brucedenney
Site Admin
Site Admin
Posts: 4619
Joined: 28 Feb 2006, 09:56
Sage Version: v28 UK/Europe/Africa

Re: Clarification needed for new user of Report Designer

Post by brucedenney » 17 Dec 2012, 14:33

I suspect that you have left a gap in the layout.

A frequent mistake is made when attempting to adjust the positioning of bottom section. rather than adjusting the bottom section, people adjust the section above it.

If you want to attach the layout/report to a post I can be specific.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

Post Reply

Who is online

Users browsing this forum: No registered users and 18 guests