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Rayann Orr

Sage 300 Report path

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We have a big problem, back when the upgrade for 9.5 & Sage changed the software folder from TSGOLD to Timberline Office/9.5/Accounting we had an consultant that copied all our custom reports from the custom folder to the TSGOLD/REPORT folder and the company settings for reports is turned to the old TSGOLD report folder. So all of the report menus', macros grab reports from the old folder. The problem is when we get any new report's from Sage they are installed in the new report folder & also MyAssistant grabs reports off the menu if the designs are in the new report folder in 9.5 folder. We have been running Sage software since version 3, so we have a gazillion reports... Any suggestions on the best way to clean this up and change to the correct report folders?

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    You can print a listing of the reports that are on each of the application menus by select, Report, Report Manager, then click the PRINT button. This can be printed to the printer, a file, previewed on screen. The information included is the report Sub-menu, Title, Design Type and the Report Design names. Reports stored in folders other than the default \\Sage\Timberline Office\9.5\Accounting\Report folder will show the full path to the location of the report as well as the design name in the Report Design Name column. Using this information you can first copy each of your custom reports to the desired location, then use Report, Report Manager, Change to point to the new location where you will store each report. Many customers create a folder under the \\Sage\Timberline Office\9.5\Accounting\Report folder named "Custom Reports" to store the custom reports in a subdirectory. The report menus work a bit different in Purchasing and Inventory. In Purchasing and Inventory, all reports MUST reside in the 9.5\Accounting\Report folder. There is also not a way to print the report menus from these applications Additionally in Purchasing and Inventory the report menus are data folder specific.
    If you use Service Management the reports are stored in the \\Sage\Timberline Office\9.5\Accounting\Report \Service Management folder. Customization of standard reports that are provided with the software will be stored in the 9.5\Accounting\Report\Service Management\Custom.
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    SUGGESTED

    Sage 300 CRE uses a hierarchy to search for the report design when running reports from the Reports menu. The Hierarchy can be found in the knowledgebase, article 22806: https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=22806

    You can copy all of the reports from the old folder to the new one and when prompted, do not overwrite anything. Then in the new folder, in Windows Explorer, sort the files by Date Modified. All of Sage's reports will have the same date, and the custom reports different dates, so you can move the custom reports to a different folder (optional). Then change the File Location to point to the new custom reports folder.

    Let me know how it goes!

*Community Hub is the new name for Sage City