I must start with, I know very little about this software. I am working with a colleague who works with Sage, but I am trying to help research this issue. I have a very specific need and am wondering if there is a way to do this within the software. Ultimately, I need a .csv file, but I believe a "report" is where this data should come from within Sage. I need the report to show the totals of expense categories by month. So the rows going down the left side would be the categories of the project such as "Manager Salaries", "Staff Training", and "Office Supplies." Along the top and moving to the right would be the months of the year. Simply, "January 2020", "February 2020", and so on. The dollar amounts shown would be the totals of all transactions in those categories, within those months. So Staff Training for February 2020, would show the total expense amount for that month. Each project or "Job" would have approximately 120 expense categories (rows). Ideally, I could run one report that would show all of the categories for all projects (15-20). It would be great to always show the past 24 months. As projects are "closed" within the software, they would fall off the list and no longer show up on the report. 

I've tried to describe this in detail. If you need further explanation, just let me know. I guess I have two questions. Is it possible to do this? And if so, how do you do it? Is there a report already created that shows this or does it require a custom report to be created?

Thanks.