Hi Jennifer Mullenbach ,

Thanks for reaching out with your query about generating a report showing items sold by month in Sage Accounting.

To create a report that specifically shows sales of items by month, you'll want to make use of Sage Intelligence Reporting. This feature allows you to access ready-to-use reports and dashboards that provide insights directly within your Sage solution.

Here’s how you can do it:

1. Use Analysis Types: First, ensure you have created your Analysis Types in Sage Business Cloud Accounting. These Analysis Types can be included in various reports like Transaction Analysis, Profit and Loss, General Ledger, and more.

2. Access the Report: Navigate to one of the reports (e.g., Sales Day Book Report, Profit and Loss, etc.). Click on 'More' and select your Analysis Type from the drop-down menu. Note that you need to create your Analysis Type beforehand to display this feature.

3. Sage Intelligence Reporting: With Sage Intelligence Reporting, you get immediate access to reports and dashboards. This tool is particularly useful for tracking and comparing business trends, including sales data by month.

4. Customization and Export: You can customize these reports by filtering data as per your requirement. Once you have your report, you can export it in formats like PDF or CSV for further analysis or presentation.

Sage Accounting’s reporting dashboard provides a comprehensive view of your financials, including cash flow, balance sheet data, outstanding invoices, and amounts owed to suppliers. This real-time information is crucial for making informed business decisions.

If you haven’t found this information yet or need more guidance, please let us know. We’re here to assist you in the right direction and suggest additional resources or steps if needed.

Warm Regards,
Erzsi