Add a group to a Sage Accounts document

You can use Sage Report Designer to group together and sort items of data that appear on a Sage Accounts report or other document. This means you can create totals for, summarise, or separate the data into more manageable sections. For example, grouping and totalling data by account reference.

Before following the steps below you must open your document in Sage Report Designer.

If any of the panes mentioned in this article are not visible, on the menu bar click View, then click the required pane. If the pane doesn't appear, you can reset the Report Designer view to its default.

Add a group

  1. In Report Designer, on the menu bar click Sections, point to Add Section, then click Group Header And Footer.
  2. In the Fields pane, browse to the data field you want to group by, for example SALES_LEDGER.ACCOUNT_REF.
  3. Click and drag the data field into the left-hand pane, then click OK.
  4. New group header and footer sections appear on the document design.

  5. Add any totals and edit the group properties as required.

Move a group

  1. In Report Designer, in the Report Explorer pane click the header or footer section of the group you want to move.
  2. On the menu bar click Sections, then click Move Section Up or Move Section Down as required.

    When you move a header or footer section, the corresponding header or footer section also moves. All items within the group header and footer also move.

Delete a group

Deleting a group also removes all objects within the group header and footer sections.

  1. In Report Designer, in the Report Explorer pane click the header or footer section of the group you want to delete.
  2. On the menu bar click Sections, click Delete Section, then click Yes.

Once you've added or amended your groups you should save the changes to your document.