Report Designer - How to set up a no transactions report or inactivity report
Description

Using Report Designer, you can create a report to show only records which have no transactions in a selected period.

This can be used to report on slow moving products or inactive customers.

Cause
Resolution
Download from the Advanced Reports Library

The Sage Accounts Advanced Reports Library contains Slow Moving Products, Inactive Customer List and Inactive Supplier List reports.  Download now >

Create the report manually

You can also set up a no activity report manually by following these steps. 

  1. Select the document you want to amend, then click Edit.
  2. If required, to make space on the layout you can click and drag items.
  3. Click the Report menu and click Report Properties and enter a new name and description for the report then click OK.
  4. Drag any required variables into the No Transactions section.



  5. For each variable, if a title for the variable already appears on the report, move it into the relevant page header or report header section.
  6. To suppress any unwanted sections on the report click the section and click Properties then set Visible to False.
  7. Click Edit, then click Unselect All, then set Include Records with no Transactions to True.
  8. On the menu bar click File, then click Save As.
  9. Enter a new file name then click Save.
  10. On the menu bar click File, then click Exit.

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