In Sage 50 Accounts you can use the Report Designer feature to add filters to reports and other documents to control what information appears on them. For example, you might want to exclude customers with a zero balance from appearing on your sales report.

If you haven't used Report Designer to add filters before, we recommend you start with our Report Designer filters guide.

Once you're familiar with how to add a filter, below you can find some common filters that you may find useful. You can copy these from the article and paste them into your Report Designer Filter window. 

TIP:  Just so you know, you can also create filters to view information in your software and run reports, using this guide  How do I filter my lists?

NOTE: When entering filter values, make sure you surround text values with quotation marks and enter any dates in the format #dd/mm/yyyy#, for example, #13/05/2024#.

Customer and supplier filters

Exclude fully paid transactions from a report

AUDIT_HEADER.FOREIGN_AGED_BALANCE <> 0

or

AUDIT_SPLIT.FOREIGN_AGED_BALANCE <> 0

Exclude customers or suppliers with a zero balance

SALES_LEDGER.BALANCE <> 0

or

PURCHASE_LEDGER.BALANCE <> 0

Show customers or suppliers where the balance has exceeded the credit limit

SALES_LEDGER.BALANCE > SALES_LEDGER.CREDIT_LIMIT

or

PURCHASE_LEDGER.BALANCE > PURCHASE_LEDGER.CREDIT_LIMIT

Exclude the suspense account from customer or supplier reports

AUDIT_SPLIT.NOMINAL_CODE <> 9998

NOTE: If you use a different nominal code for your suspense account, replace 9998 with the relevant nominal code. To check this, on the menu bar click Settings, then click Control Accounts.

Show invoices over a certain value on supplier reports, for example, supplier invoices over £100

AUDIT_HEADER.FOREIGN_NET_AMOUNT < "-100"

or

AUDIT_SPLIT.FOREIGN_NET_AMOUNT < "-100"

Include credits on a customer itemised chase letter

• Change AUDIT_SPLIT.AGED_CUM_30 > 0 to the following:
  
  AUDIT_SPLIT.AGED_CUM_30 <> 0

NOTE: The rest of the filter should remain the same.

Exclude invoices or credits below a set value

As an example, the following filter excludes invoices or credits with a value of less than 10p.

(AUDIT_SPLIT.FOREIGN_AGED_BALANCE > 0.10 OR AUDIT_SPLIT.FOREIGN_AGED_BALANCE < "-0.10") AND AUDIT_SPLIT.INV_REF NOT LIKE "REVAL"

Exclude accounts flagged as inactive 

SALES_LEDGER.INACTIVE_FLAG=0

or

PURCHASE_LEDGER.INACTIVE_FLAG=0

Sales order filters

Transaction filters