Exporting Supporter records with specific information

SOLVED

Hi there,

I am a fairly basic user of Sage 50, and I have a quick question. I have done some research in the knowledge base and cannot find a specific answer.

My question: I have created a report which shows me all the Supporters who have made a payment to a certain payment category.  It shows their Name, and that the date of the transaction.

How can I make the report show the supporters name, address, phone number, and email address.  And when I have that, can I export this information to a CSV file?

I hope that question actually makes sense.  Thank you for any help!

Parents Reply
  • 0 in reply to BIThelp.ca

    No problem, I click Reports>Receivables>Supporter Revenues.  In the report configuration options that appear, I select all Supporters, and under Inventory and Services Items I select just the one item.("Memberships").  Then I specify the date range and click ok.  I do not change anything else.

    As I said, the generated report shows me the name of the supporter, and that they did pay an invoice for this item.

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