| 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. |
Resolution | Download from the Advanced Reports LibraryThe Sage Accounts Advanced Reports Library contains Slow Moving Products, Inactive Customer List and Inactive Supplier List reports. Download now >
Create the report manuallyYou can also set up a no activity report manually by following these steps. - Select the document you want to amend, then click Edit.
- If required, to make space on the layout you can click and drag items.
- Click the Report menu and click Report Properties and enter a new name and description for the report then click OK.
- Drag any required variables into the No Transactions section.
- 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.
- To suppress any unwanted sections on the report click the section and click Properties then set Visible to False.
- Click Edit, then click Unselect All, then set Include Records with no Transactions to True.
- On the menu bar click File, then click Save As.
- Enter a new file name then click Save.
- On the menu bar click File, then click Exit.
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