When a new custom report is created and users want it to appear for all users in SAGE 200 the following process needs to be applied:


A) The Report creator MUST send a link detailing the location of the report (e.g. \\xxx.xxx.xxx.xxx\reporting\custom\reports\nominal\Example_Report.report


B) IT will need to add the report to menus with the following process:


Firstly in SAGE System Administrator:

  1. Open SAGE System Administrator
  2. Click on Features
  3. Expand the folders to the relevant folder for the report (e.g. Features -> Sales Ledger -> Reporting -> Reports
  4. Right Click on the lowest folder (in this case "reports") and click on Add
  5. Enter a Name for the New Feature
  6. In the Feature Properties section (At the bottom), select Targets and click "Add New Feature"
  7. Enter a Name for the target
  8. Select Report from the Target Type drop-down menu
  9. Click the Browse button and select the report
  10. Click Save

Next in SAGE 200

  1. Open SAGE 200
  2. Open the navigation area and select the Menu View
  3. Click on Edit Menu (the pencil icon)
  4. Click on the + at the top and select Add New Menu Item
  5. Enter the Title of the report
  6. Expand the folders and select the Target you created using the System Administrator
  7. Click on OK
  8. Optionally afterwards you can use the up and down arrows to position the menu item in the list.
  9. When finished Click on the X at the top of the menu to exit Editing and check the new item is in your menu


This completes the process for the new report.