Reports and exports
Browse 9 code-inspected Sage guides for reports and exports, with exact routes, prerequisites, controls, verification evidence, limitations and troubleshooting steps.
Choose the right Sage integration report
Detailed client guidance covering choose the right Sage integration report, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.
Open guide →GuideFilter Sage reports by date, status, client, staff, amount or score
Detailed client guidance covering filter Sage reports by date, status, client, staff, amount or score, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.
Open guide →GuideExport a Sage report as PDF, XLS, CSV, JSON or HTML
Detailed client guidance covering export a Sage report as PDF, XLS, CSV, JSON or HTML, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.
Open guide →GuideEmail a generated Sage report as an attachment
Detailed client guidance covering email a generated Sage report as an attachment, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.
Open guide →GuideSave a reusable Sage report definition
Detailed client guidance covering save a reusable Sage report definition, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.
Open guide →GuideChoose private, shared or organisation visibility for a saved Sage report
Detailed client guidance covering choose private, shared or organisation visibility for a saved Sage report, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.
Open guide →GuideUnderstand and set the Sage report row limit
Detailed client guidance covering understand and set the Sage report row limit, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.
Open guide →GuideUnderstand spreadsheet formula-injection protection in Sage exports
Detailed client guidance covering understand spreadsheet formula-injection protection in Sage exports, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.
Open guide →GuideUnderstand the current Sage PDF page-format behaviour
Detailed client guidance covering understand the current Sage PDF page-format behaviour, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.
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