Sage Timberline Office a.k.a. Sage 300 Construction and Real Estate allows construction and real estate firms an opportunity to streamline workflow and processes between departments to improve accounting efficiencies. This blog will provide information on the Reports Manager.
Reports Manager is a tool within each application. The primary use of Report Manager is to add new reports or delete a report you no longer need. You can change the order of reports so they are easier to locate rather than mixed in with other unused reports. Report Manager can also be used to change things within existing reports, such as the reference to the location of a file on the network or the name of the report itself.
The report name is how the report will be displayed on the main screen. The menu group is the sub-menu of where you want your report to go. If you want to add a new menu group, simply type it in the menu group field or select one that already exists. You can also leave it blank and the report will be shown on the main drop down list.
Change the source as necessary (e.g., TS report design if you designed this within Timberline Report Designer or Crystal report design if this was created using Crystal Report Designer). Don’t use the “special” source – it is very technical and gets into intricate details of programming. Special source should only be used with direct support from a Sage consultant..
Reports Manager takes a few minutes to close each time because it’s updating the system regardless of whether you made changes or not. If you are the main reports administrator, you can set up security to allow or deny access to these reports by user. Remember that not everyone can see your reports if they have limited access in the system. You will have to allow access whenever necessary.
One important practice I suggest is to never delete an original report version or save over the existing file when you revise it. Instead, I recommend saving the revised file with a new name in case something goes wrong in the process of changing it. In this event you can restore the original report and try to edit or revise it again.Written by: Annie Terracciano TGG Accounting