Our support team have created various reports, such as management, turnover, stock and advanced budgeting forecasting reports.
You can access downloads for these reports from our Help Centre.
Management reports
The Microsoft Excel management reports show values based on the chart of accounts you hold within Sage 50 Accounts. You can use them to see monthly values by department and to drill down to nominal code or even transaction level. For most the reports, you can also specify any date range regardless of your financial year settings. The following reports are available:
- Monthly Departmental Profit and Loss
- Monthly Departmental Budget V Actuals
- Monthly Departmental Trial Balance
- Monthly Departmental Balance Sheet
Turnover reports
The Microsoft Excel turnover reports show your customer, supplier and nominal turnover, including the ability to drill down to transaction level. All reports display department information and can use the department specified on the transaction, customer record, or supplier record. The following reports are available:
- Monthly Customer Turnover Report by Department
- Monthly Supplier Turnover Report by Department
- Monthly Nominal Turnover Report by Department
Stock reports
The Stock Sales report is available, and shows monthly sales of stock by customer, including the quantity sold and net amount for each month. You can also drill down on the values to show invoice information.
Advanced budget forecasting report
An Advanced Budget Forecasting report is available, and shows budget values for the current year, prior year or forecasting year.