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Andy Stoneman

Report designer - Losing pre written email messages in Report Layouts

SOLVED
Posted By

Hi,

Over time I've set up custom messages in my report layouts for when these are emailed.

I've noticed that on a number of occasions these do not appear and, instead, the message defaults to the " Your report is attached in pdf format. You will need Adobe to read this.....etc"

I then have to rewrite the message content to keep my emailed reports looking professional. I'm rewriting these too often now and it's becoming annoying.

Does anyone know why this is happening?

Many thanks

Andy S

  • 0

    Hi Andy,

    Thanks for using Sage City.

    There are a number of possible causes here, I'll outline some below and see if we can narrow it down to a solution.

    • Is a backup ever restored? This could overwrite the layouts you've previously saved.
    • Does anyone "remote" on to the software, if the computer is restarted during this process it can cause the layout to revert to the original format.
    • If you apply email defaults to the layout from the Settings menu, that can also cause it to revert to standard text.

    If none of the above apply, is there anything you've noticed that is common to when the text disappears? Any messages or prompts, or is there nothing that stands out and the text effectively just disappears?

    Regards

    Andy

    Sage UKI

  • +1 in reply to Andy Rickeard
    verified answer

    Hi Andy,

    Thanks for your reply.

    I have found out what the issue is.

    In the past I have edited layouts in one version of the program and when a new version arrives this creates a new folder in the Sage data directory. Any layouts changed after that in Report Designer were stored in the new "company.000/layouts" data path for the current version. At the moment I have V29.0 Sage which has created a 2023 folder in C:\ProgramData\Sage\Accounts. My current Sage data path is in the 2018 folder. Other updates have created 2020,2021 and 2022.

    I have the "Use Data Path for Reports" checkbox checked in Company Preferences/Reporting so 2018 is where Sage expects to find the layouts however they are dotted around in the "Compay.000/layouts" folders created by the various updates.

    I'm not sure if this is a common problem or whether I'm not using Report Designer correctly when saving a layout. I simply save using the "save" icon. I don't "save as" which might be what I have to do?

    Regards

    Andy

*Community Hub is the new name for Sage City