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Run Sage 50/200 Report – Global Configuration

Table of Contents

This knowledgebase article will show how to setup a connection between TaskCentre and a Sage 50 or 200data source. Once configured this will allow reports to be accessed by a task using a Run Sage 50 & 200 Report step.

The global configuration for the tool can be accessed via the toolbar:

Manage -> Tools -> Format -> Run Sage 50/200 Report

Or, via the TaskCentre system tree with the Format node:

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Creating a Sage 50 Connection #

This connection uses the registered Sage 50 DSN present on the local machine and links to the required Sage 50 company folder path.

  1. Select Add to open the Connection Properties dialog.
  2. Provide a display name for the connection within the Connection Name field.
  3. Select the option Sage 50.
  4. In the DSN field provide the name of the Sage 50 DSN connection. The name of this DSN connection can be found within the ODBC Data Source Administrator.
  5. In the Data Path field used the Browse button to specify the company folder within Sage to connect to.
  6. Provide the Username and Password used for the DSN connection.
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  7. Click OK to save and complete.

The connection will appear with the Data Sources connection list. Click Test to confirm it has been configured correctly.

Creating a Sage 200 Connection #

This connection uses your Sage 200 account credentials where after a company can be selected to connect to.

  1. Select Add to open the Connection Properties dialog.
  2. Provide a display name for the connection with the Connection Name field.
  3. Select the option Sage 200.
  4. Provide the login credentials of your Sage 200 account.
  5. Use the Company drop down list to specify which company within Sage to connect to.
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  6. Click OK to save and complete.

The connection will appear with the Data Sources connection list. Click Test to confirm it has been configured correctly.

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