Reports available from the Excel Report Design Service

Summary

Sage 50 Accounts reports available from our Microsoft Excel support team, such as management, turnover, stock, and advanced budgeting forecasting reports.

Description

If you have Excel support and would like to request one of these reports, you can log a support case.

NOTE: This service does not apply to Excel Integrated Reporting (EIR).

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 the majority of 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 of the reports view department information, and can be set to use the department specified on either the transaction or the customer 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

The Advanced Budget Forecasting report is now available, and shows budget values for the current year, prior year or forecasting year.

Upgrading your licence

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