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Refresh Report Levels

Automatically reorganize your financial report layout into a clean hierarchy so reports and dashboards display consistently. This feature groups rows into logical sections and sub‑sections, preserves ordering, and enforces debit/credit sign conventions for clearer rollups, totals, and navigation.

When to use​

  • Updating report hierarchies: Ensure dashboards reflect the latest structure and subtotals.

Import or refresh report levels​

  1. In the navigation panel, select Data Models and Views.
  2. Expand Sage 200, then Nominal Ledger.
  3. Right-click the Nominal Ledger data model, and select Execute Info Pages.
  4. Under Refresh Report Levels, click Refresh.