• Customised supplier report

    Hi everyone, Our company are using Sage Business Cloud Accounting, what is the best way to generate a customised supplier report e.g. monthly profitability report on our purchases from a specified supplier (one report per supplier). We are currently…
  • Sales report by Customer

    Good day We need monthly comparison reports for monthly sales to our customers. Example: Customer Jan Feb March Apr May June July Aug ABC 0 123 147 158 …
  • Reporting

    Hi everyone, 1. We are not happy with the standard Customer reports in Sage I have had a look at Sage Intelligence reporting, but this only reports on the financials (Profit & loss and the Balance sheet) in various lay-outs - nothing on sub-modules…
  • Third-Party Reporting/Analytics Connection

    Unfortunately both Sage Intelligence and the Business Cloud built-in reports aren't flexible enough for our cash flow forecasting and financial reporting needs, and we really need to be able to pull our data into a third-party reporting tool so we can…
  • Scheduling & Emailing Reports

    Does anyone have ideas (including 3rd party integrations) for scheduling reports to be emailed? For example, we would love to be able to receive a weekly transactions report by account so we can stay on top of them and make sure we've been allocating…
  • Bulk/Quick Updates of Analysis Codes

    Hello! We are a nonprofit and recently migrated from Pastel to Business Cloud Accounting at the beginning of 2021. At the time, we didn't know much about analysis codes and hadn't set them up. Because of our different departments, we desperately need…
  • Custom Layout Designer overwrite an existing report

    I have made some tweaks to a report I use (Supplier Invoice). I made it under a different report name just to check it would work whilst not risking the existing report from being messed with. I was hoping to 'save as' and overwrite the report currently…
  • Barcodes ( QR Codes)

    Hi All Maybe someone on the group has had some success in creating a QRCode that contains more than one data binding ( concatenated fields ) - we are using document management software and would love to automate the filing of our signed documents via…