All I am after is Customer Name, Monthly Invoice Totals and Monthly Invoices Paid - just so we can see the monetary value a customer has spent and how much has been paid per month. All help gratefully received and appreciated.
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- - - - - - - - - - - - - - - - - - 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
Building a Report - Complete Newbie!
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Kestrel2016
- User
- Posts: 2
- Joined: 30 Jul 2021, 09:53
- Sage Version: Other
Building a Report - Complete Newbie!
Help please. I'm attempting to build a simple report (2014 v) but am falling at the final hurdle. I'm going into Reports, my Customer Reports, New, populating the fields etc but when I click on finish I can't find the report. I've only been using Sage a few months and while I have figured everything else out that I need to do, this has got me stumped. I know there's a simple answer but it's eluding me today.
All I am after is Customer Name, Monthly Invoice Totals and Monthly Invoices Paid - just so we can see the monetary value a customer has spent and how much has been paid per month. All help gratefully received and appreciated.
All I am after is Customer Name, Monthly Invoice Totals and Monthly Invoices Paid - just so we can see the monetary value a customer has spent and how much has been paid per month. All help gratefully received and appreciated.
-
brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Re: Building a Report - Complete Newbie!
Look in the "My Customer Reports" group.
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.
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Kestrel2016
- User
- Posts: 2
- Joined: 30 Jul 2021, 09:53
- Sage Version: Other
Re: Building a Report - Complete Newbie!
I have looked there - there's nothing there and all I have is the New icon highlighted - everything else is greyed out. I assume I don't have the correct permissions for anything else?
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brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Re: Building a Report - Complete Newbie!
open the report designer, there you can access previously saved reports. I expect you saved it somewhere else when you did it.
Once you know the path, you can move it to the correct location.
Once you know the path, you can move it to the correct location.
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.
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