If you have several reports that you usually print at the same time, you can save some time by using a report group. A common example would be month end reports. You could make a group that prints a balance sheet, income statement, aged receivables, aged payables, and inventory valuation report, and whatever else you want, all at once. Here is all you need to do:
- Open the Reports & Forms menu and click on Groups.
- Click the Group button at the top of the Window.
- In the list on the left, click on the report you want to add to the group and then click the Add button. Keep in mind that the reports will print in the order that they were added to the group. You can make it easier to find a report by using the drop down list at the top to filter the list.
- When you have added all of the reports you want, click the Save button. Enter a name for this group and a description if you want.
To print your reports, go back to Reports & Forms and click on Groups. Select your group from the list and click the Print button.
Sage 50 assumes that the reports in a group are already set the way you want them. So it will automatically send the reports to your default printer. It will also use the time period that is set in each report’s options; you will not be prompted to set a date for the reports so make sure that they are all set for relative time frames like “This Period” and not an exact date.