Reports: How do I import a report
Description

When your payroll is update to a new version, it is often required that new or changed standard reports must be imported as well. This ensures that the standard reports are always up to date with the latest information.

Only the standard reports are displayed under Reports and Maintenance with the initial purchase or setup of the software and there are many other reports available that you can import. 

NOTE: Not all reports will be available to import as some reports are based on what you are licensed for

 

Cause
Resolution

Request all the other users to log out of VIP while you are batch importing the reports.

  • Make a Backup
  • From the Main Menu of the company:
    • Click on Reports
    • Click on Export/Import Reports
    • Click on Batch Import Reports

If you have made a Backup, click on Ok

On this screen, you could select to import all the Reports, or a selection of the following: Based on what you are licensed for certain modules might be greyed out

  • Payroll
  • Personnel History
  • Equity
  • Job Management
  • Leave
  • Skills
  • Job costing

On the following screen, you could select all reports to import by ticking the 'Select All' block at the bottom right hand side of the screen, or double click on a report to only import a report

Click on Continue. An onscreen message will confirm the import of the report. Take care of the line number to which it is importing.

You will now be able to print the imported report(s).

The print screens inserted in the articles might vary slightly from the system you are currenlty using. Sage 200c VIP, Sage Classic, Sage Premier and Sage Business Cloud Payroll Professional have many product similarities. If necessary product specific print screens will be used, alternatively, any system's print screens will be used where the product feature is the same for all products.



 

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