Searching date-ranges

[mph1976]

Hello All,

Am new to the forum, looks a very handy site with some good information. I do have something that I am a bit stuck on though, hopefully somebody can point me in the right direction!

I am trying to create a report / perform a search (either/or, can't seem to get either to display what I want) that displays supplier and product sales by month (e.g. in the month of Jan '12 'Bobs Building Bits' supplied £xx amount of product over xx transactions and xx were sold).

I've not had much success at all with the reports - am a bit more confident on the searches but keep coming unstuck with the dates - if I wanted to exclude all data that falls outside of 1st Jan-31st Jan 2012 for instance what do I have to key (is it 'greater than' etc etc)?!

ANY help or advice would be greatly appreciated - I think I've hit the wall knowledge-wise!!

NB I am running version 16.0.17.0158 (Sage Line 50 Accounts Professional 2010) on Windows XP.

Thanks for reading,

Martin

[brucedenney]

Because you want to know both what was bought and what was sold, you are looking for a report that is based on Stock.

Purchases know nothing of Sales and Sales know nothing of Purchases..

In the stock reports you want to create a report, or edit and existing one, to show what you want to see.

I suggest you use the Products Analysis Report>Product Movement (In Out) as your starting point.

Open it in the report designer (Edit)

Add the criteria to allow you to select a Stock supplier reference Data>Criteria> Click on STOCK_SUPP_REF >Modify>Enable>Ok >Ok

File>Save As> give it a name (note you are savign in MY Products Report by default which is a good place for this) >ok

Close report designer

Go to Product reports > My Product Reports and run your report.

You probably want to go back and tidy things up in the report designer,
give the report a nice name, Property Design>Name (on report root)
show a list of all the transactions (in the details section set the property "visible" to true)
add a section for supplier name so you can run report for several suppliers
add total for each supplier
add transaction sales value, cost value, transaction type
filter down, to exclude adjustments to stock?

The sky is your limit.

[mph1976]

I'm gonna give all this a go - thanks Bruce!