Understanding how to effectively modify reports in Sage 100 Contractor can significantly enhance your reporting capabilities. This guide will walk you through the basics of report modifications, including layout changes and field additions.

Identifying Modifiable Reports

Not all reports in Sage 100 Contractor are directly modifiable. For instance, the trial balance and general ledger reports are locked and do not allow for extensive changes. However, you can identify which reports can be modified by looking for a "Modify Report" button.

Form Design Adjustments

Despite some reports being locked, you can still modify their form design. This includes changing the orientation, adding company logos, and adjusting header and footer fields. Let's explore how you can enhance the presentation of your reports.

Modifying Headers and Footers

By accessing the form designer, you can customize the headers and footers of your reports. You can insert additional fields, change fonts, align text, and adjust colors to meet your reporting needs.

Note: Basic reports only allow header and footer modifications and do not permit changes to the report's main font.

Advanced Report Customization

For reports that offer more flexibility, such as the receivables client list, you can make more significant modifications. The report writer tool enables you to add or replace fields, adjust the layout, and customize the appearance of your data.

Adding and Replacing Fields

Let's say you want to add a field to display the state for each client in the receivables client list. By using the report writer, you can insert the "state" field and position it accordingly within the report layout.

Example: Replacing the fax number with the client's state field can provide more relevant information at a glance.

Saving and Applying Changes

Once you've made your desired changes, you can save the report design with a unique identifier. This allows you to either keep the modifications for personal use, share them with everyone in the system, or limit access to users within the same company.

Conclusion and Next Steps

In conclusion, customizing Sage 100 Contractor reports can greatly improve your reporting process. Whether you're adjusting headers and footers or adding critical fields, the modifications you make can provide clearer and more actionable insights.