Looking for a new Sage 50 Accounts report?

1 minute read time.

You may already have it…

Our Report Design team have picked out the most requested reports that already exist in the software and we’ve detailed them below.  Have a quick check and see if there’s a report there that would work for you.

Which products are my customers buying?

Report name Product Sales by Customer
Where do I find it? Invoices and credits > Reports > Invoice details

How do I see my top customer turnover?

Report name Sales Ledger Turnover Period and Year To date 
Where do I find it? Customers > Reports > Credit Control

Top tip: Export this report to Excel and sort by period balance to show the top customers in order.

Where can I see my product sales?

Report name Sales by product (Detailed) 
Where do I find it? Invoices and credits > Reports > Invoice Profit

Where can I find profit reports with customer and stock information?

Report name Various reports available 
Where do I find it? Invoices and credits > Reports > Invoice Profit

How can I analyse my nominal accounts by department?

Report name Nominal Departmental Analysis
Where do I find it? Departments > Reports > Nominal Analysis

How can I look at the profitability of a project?

Report name Project Summary and Project Activity with Sales Costs and Profit
Where do I find it? Projects  > Reports > Project Details

More help with finding the profit or valuation report you need is available in this article >>

Don’t forget, if you have Sage Cover, there’s a range of extra reports available to download from our website >>

Parents
  • FormerMember
    FormerMember

    Is it possible to add a data field into the 'Project Summary' report so that it has a column to show payments received? Then the profit/loss accuracy of the project is more accurate as you will have what's been invoiced, what payments have come in and what's been spent on costs too?? If there is a step by step instruction on how to do this, I would welcome it!

Comment
  • FormerMember
    FormerMember

    Is it possible to add a data field into the 'Project Summary' report so that it has a column to show payments received? Then the profit/loss accuracy of the project is more accurate as you will have what's been invoiced, what payments have come in and what's been spent on costs too?? If there is a step by step instruction on how to do this, I would welcome it!

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