Adding a new report to the menu

This help sheet will guide you through where to save your custom report on the network, adding it as a new feature in the Sage 200 System Administration tool and finally adding it to the Sage 200 menu.

Adding and configuring a feature

Save your report within the reports folder on the Sage server e.g. \\sageservername\sage\reporting\custom\reports and then the folder that is relevant to your report e.g. Sales, Purchase, SOP etc.

Launch the Sage 200 System Administration tool. Use the shortcut icon on your desktop or browse to Start > Sage UK Limited > Sage 200 Administration if there isn’t one. You must be a Sage 200 administrator to log into the Administration tool.

Click on Features on the left-hand menu.

Select the relevant folder for the new menu item.

This would generally be the reporting folder, but a new folder can be created for custom reports should you wish to file them separately.

To do this, right-click on Reports under the appropriate module and select Add New Group Feature and give it a name e.g., Custom.

Once the new folder is in place, right-click on it and select Add New Feature.

Enter a name for the feature and click on OK.

This will add the feature to the menus.

We now must point the new feature to the report layout.

Right-click on the feature that has just been created and click Add Target.

The following form is displayed.

Target Name: Enter a name for the target (again, enter the report name etc.)

Target Type: Select the target type (if this is a report, select Report)

Target Action: Point this to the filename of the report you have saved (e.g. \\sageserver\sage\reports\custom\reports\... )

Click Save.

We now need to select which groups can use this report.

To do this, right-click the feature and select Role Authorisation.

Move the Roles you require to have access to this feature to the Authorised Roles side of the screen.

We have now completed the setup of the feature and assigned role permissions to it. However, it will not appear on the Sage 200 menu until we complete the following steps.