Are you using Sage Intelligence?  The Report Designer will bring that GL data in for you.  You can add reports from other connections to the Report Designer if you want to report across systems. 

Yes. But what about if you started with a Union report first and then wanted to add GL account balances. in other words, I first created a Union report with the information from other systems. How do i get GL balances to that Union report.  Or are you saying I should have started withe The Report Designer because that's a Union report?

Yes, the Report Designer is a Union Report and has the formulas to calculate all account balances- Opening Balances, Closing, Actuals Act YTD, Budget Budget YTD - these are formulas in the Report Designer Task Pane that allows you to drag in and set up according to your account list and account ranges.  The hidden sheets of the Report Designer include all the data needed to calculate and set up your financial layouts. Best to start with the Report Designer for your financials then you can add sheets (standard reports) from other databases (and other tables within 100).  I hope this helps but happy to talk further.  Here is just one of many videos we have on using the Report Designer. https://www.youtube.com/watch?v=WklFq50_7ug  I'm happy to talk further if needed.   

Sandra,

How can we get the GL data in a stardard report (not union)?  We are trying to pull in month end balances for 4 different general ledger accounts.

Not to see balances. Do you not have the Report Designer or do you not want to use it? 

Happy Friday!

Yes, we have Report Designer. Unfortunately I built a very large report before I thought about including the GL data (Ops!). I was just hoping there was a way to include the GL data without rebuilding the entire report.

That being said, now that I have to rebuild the report, how should I start? I’m assuming I can copy all of my existing standard reports into the new report, correct?

Any advice would be greatly appreciated!

Happy Friday!

Yes, we have Report Designer. Unfortunately I built a very large report before I thought about including the GL data (Ops!). I was just hoping there was a way to include the GL data without rebuilding the entire report.

That being said, now that I have to rebuild the report, how should I start? I’m assuming I can copy all of my existing standard reports into the new report, correct?

Any advice would be greatly appreciated!

I only have Report Viewer & Report Manager, not Report Designer.

Ok. You check with your Sage Partner to obtain the Report Designer.