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How to Set Up Report-Specific Options in Sage Timeslips

If you click the Options button in the Report Entry window in Sage Timeslips, you can set report-specific options and you can control some report formatting. For example, most reports show, by default, the filter criteria you establish for the report, but you can suppress this information. The steps that follow use the Aged A/R Balances report as an example:

  1. Click Reports, and then click the group containing the report you want to produce.

    To set report-specific options for the Aged A/R Balances report, choose Billing as the report group.

  2. In the Report List window, double-click the report you want to produce.

  3. Click the Options button to display the Report Options dialog box.

    The Options button is at the bottom of the Report Entry window, just below the Filter Groups list. The available options depend on the report you select in Step 2. Here are the options for the Aged A/R Balances report.

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  4. Set any options you want.

    To hide the selection criteria for a report, deselect the Show Selection Criteria option.

  5. Click OK.

The Global Options button appears beside the Options button in the Report Entry window. You can click the Global Options button to display the Global Options dialog box and make changes that affect all reports. Typically, the default settings in the Global Options dialog box work fine and don’t need to be changed.

On the vertical toolbar on right side of any Report Entry window, you can click the Print Setup button (the third button from the bottom of the toolbar) to display the Print Setup dialog box shown in the figure. From this dialog box, you can establish, for example, the paper size and orientation that you want to use for the report.

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