Good Morning
I am really struggling to edit a built in report in Sage 50.
The company I work for uses numerous job numbers to which all sales invoices and purchase invoices are tied to. For me to create their monthly accounts I need to be able to work out which for which projects we have invoiced and received costs against and then I can accrue accordingly. To do this I need to edit the built in Nominal Activity Report to add in a project name where there should be one. I know there is a report within projects which details out all the info regarding projects and costs/sales etc but I need one where I can export all nominal activity for a given month and if there is a project name attached then to return the relevant project and if not to leave the column blank.
I would be really grateful of any help with this matter as I tried to do this all day yesterday and the best I could come up with was my first nominal code being repeated for the whole report next to each and every job number we have listed out and no amounts at all.
I know it will be a case of adding in the correct join, which I would be able to do in SQL however, Sage 50 doesn't work with SQL and I am not familiar with the report designer format.
Thank you in advance.
Version of Sage is Sage 50 Accounts Professional 2010 version 16.0.17.0158
Faye
Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals
Adding Project Name to Nominal Activity Report
- brucedenney
- Site Admin
- Posts: 4619
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Adding Project Name to Nominal Activity Report
Sage does use a SQL like arrangement to link tables, open up in report designer go to tools.joins and as you know SQL you should be able to link in tables and create joins form there.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Who is online
Users browsing this forum: No registered users and 12 guests