How to Create a New Sage Timeslips Report - dummies

How to Create a New Sage Timeslips Report

By Elaine Marmel

Although Sage Timeslips contains over 100 standard reports, it’s possible that you need to create a new report. For example, suppose that you added a client custom field to manage billing cycles for your clients, and you’d like a report that shows you each client’s nickname and billing cycle. You can use the Create a Report Wizard to create this report:

  1. Reports→Create a Report.

    Timeslips displays the first screen of the Create a Report Wizard.

  2. Click the Create a Completely New User-Defined Report option.

  3. Click Next.

  4. Click the type of data you want to include on the report, and then select a style for the report.

    For this example, choose Client for the type of data and Detail Listing for the Style.

    You can click each type of data and each report style to see a description of the option. You also can click the Learn More link to display the associated Help topic, and you can click the View Full Example link to open the Sample Reports document to the page that describes the data and style you select.

    You can create a detail or summary listing report, a graph report, a label report, or an envelope report. The type of data you select determines the style of report you can create.

  5. Click Next.

  6. Select a starting template.

    In most cases, and for this example, choose the Empty Report template.

  7. Click Next.

  8. Supply a name for the report, and select a group tab for the report to specify where you want the report to appear in the Report List window.

    For this example, name the report Client Bill Cycle Listing and place it on the Client group tab.

  9. Click Next.

  10. Click the Open Report Designer button to set up the report.

Timeslips displays the Design tab of the Print Preview window for your new report.