{"id":62,"date":"2013-01-04T10:02:00","date_gmt":"2013-01-04T10:02:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=62"},"modified":"2025-07-02T06:03:01","modified_gmt":"2025-07-02T06:03:01","slug":"adding-filters-and-security-to-custom-reports-in-sage-100-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2013\/01\/04\/adding-filters-and-security-to-custom-reports-in-sage-100-erp\/","title":{"rendered":"Adding Filters and Security to Custom Reports in Sage 100 ERP"},"content":{"rendered":"

In our previous blog, we discussed Create Custom Reports in Sage 100 ERP using Business Insights,<\/a><\/b>\u00a0<\/span>now let us discuss adding filters and security to the custom reports in Sage 100 ERP (earlier known as Sage MAS 90\/200 ERP).<\/p>\n

Follow below-mentioned steps to add filters and security to the Custom reports in Sage 100 ERP;<\/p>\n

    \n
  1. After report creation is completed, click on Next and Select filter you want to add to your report. Only those fields will be available for selection which you have selected in the earlier screen for showing on the report.<\/li>\n<\/ol>\n
    \"Reporter\"<\/a><\/div>\n
      \n
    1. Select other relevant report options.<\/li>\n<\/ol>\n
      \"Reporter\"<\/a><\/div>\n
        \n
      1. Select report, if you want to print multiple report.<\/span><\/li>\n<\/ol>\n
        \"Reporter\"<\/a><\/div>\n
          \n
        1. Select role, which you want to show in the report, through this you, can manage the security as who would you like to see this report and click on Next button.<\/span><\/li>\n<\/ol>\n
          \"Reporter\"<\/a><\/div>\n
            \n
          1. Click on the Finish button to generate report.<\/span><\/li>\n<\/ol>\n
              \n
            1. Once report is generated, below screen would appear (like any other report screen)<\/span><\/li>\n<\/ol>\n
              \"Reporter\"<\/a><\/div>\n
                \n
              1. Click on \u201cPreview\u201d button to view reports.<\/span><\/li>\n<\/ol>\n
                \"Reporter\"<\/a><\/div>\n
                  \n
                1. You can also view report name under \u201cCustom Reports\u201d menu in the Accounts receivable module.<\/span><\/li>\n<\/ol>\n
                  \"Custom<\/a><\/div>\n
                  In this way, Users can create their own report in Sage 100 ERP using Business Insight Module.<\/span><\/div>\n
                  \n

                  About Us<\/strong>
                  \n                  Greytrix<\/a>\u00a0is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

                  Greytrix\u00a0has some unique solutions of\u00a0Sage 100 integration with Sage CRM<\/a>,\u00a0and\u00a0Salesforce.com<\/a>\u00a0along with\u00a0Sage 100 Migration from Sage 50 US<\/a>,\u00a0Sage Intacct<\/a>,\u00a0QuickBooks<\/a>, Sage Business Vision and Sage Business Works. We also offer best-in-class\u00a0Sage 100 customization and development services\u00a0<\/a>to Sage business partners, end users, and Sage PSG worldwide.<\/p>\n

                  For more details on Sage 100 Services, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

                  In our previous blog, we discussed Create Custom Reports in Sage 100 ERP using Business Insights,\u00a0now let us discuss adding filters and security to the custom reports in Sage 100 ERP (earlier known as Sage MAS 90\/200 ERP). Follow below-mentioned steps to add filters and security to the Custom reports in Sage 100 ERP; After\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21,23,49,171,177,187],"tags":[],"class_list":["post-62","post","type-post","status-publish","format-standard","hentry","category-business-insights","category-business-intelligence","category-custom-reports","category-report-designer","category-sage-100-erp","category-sage-mas-90200-erp"],"yoast_head":"\nSage 100 ERP Custom Reports: Adding Filters and Security<\/title>\n<meta name=\"description\" content=\"Lets Talk about securing and filtering the custom reports in Sage 100 ERP.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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