Search
Generic filters
Exact matches only
Search in title
Search in content
Filter by Custom Post Type
< Back

Many times people want to save reports they run often on their Sage desktop.

There are two ways to do this:

Option 1: When you are on the report printing window and have the report highlighted you want to create a shortcut for, just click on Create Shortcut. It will then proceed to ask you which tab you want to save it under, then once you choose, it will be on that tab as a shortcut for you.

 

tipstricks1.png

Option 2: You can drag and drop on the tab you wish to create a short cut. On your dashboard, click on the dashboard icon, then choose the icon to drag and drop, (the dotted rectangle, then click on the report you want as a shortcut, then drag and drop. Then choose save.

tipstricks2.jpg

 

Want Exclusive Sage Tips?
Join Our eNewsletter
Get Sage promotions, events and updates delivered straight to your inbox!
Subscribe
Give it a try, you can unsubscribe anytime.
close-link
X