Master list of clients with state column?

I have my accounting department who use Sage 50 on a daily basis but couldn't really answer my question.

I  have Sage 2015 Premium.

I am trying to create a sales territory list. I want to use the data from Sage 50 to calculate how much each US State brings in.

I thought about creating a master list of clients and how much they spend from Sage 50 into Excel. Then I could seperate the states and add up the sales.

However, I'm having difficulty getting the list generated.

Any ideas?

Thanks in advanced

  • 0

    You could likely take one of the core reports (Customer List, Invoice Register, etc), drop it into excel, do some editing and get what you want or close to it .  But you would have to do Excel editing each time you wanted the report.

    By far the quicker, more efficient route would be to use Sage Intelligence. With SI, you could set it up one time and be able to get any list or chart you'd like by state (city or whatever you desire).  Sage Intelligence works with Excel and allows you to setup, save your Excel layout once. Then anytime you want the report, you just run it from Sage 50 and the report would automatically run out directly to Excel in the whatever format you setup, without any additional editing.

    Example of SI report-Sales by State

    .

  • 0 in reply to Suzy Payne Rabb
    Thank you for your response.
    I did sign up for the trail of intelligence reports but cannot for the life of me figure out how to run a state by state report.
    Are there step by step instructions anywhere?
    I'd much rather do that then have to edit in excel every time I want to run a report.

    I appreciate your help!
  • 0 in reply to SSiegel97
    There are all kinds of classes, webcasts, etc on Sage Intelligence, but I know of no step by step instructions to do this particular report. Probably the quickest, easiest way to get this particular report done is to do it together online (sounds like a very basic report that could be done quickly with existing templates). That way we could get the report done, plus provide you with an intro to SI. Please email me at [email protected] for more information. Thanks, Suzy