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Accounts Reports that the Report Design Service can't create

Created on  | Last modified on 

Summary

The types of reports that the Report Design service can't create for Sage 50 Accounts.

Description

It's not possible for the Report Design Service to create certain reports in Sage 50 Accounts.

Before logging a request, check the list below to confirm whether Sage 50 Accounts supports the report you need.

Reports we can't modify or create

▼ CIS - Reports or Invoices / Statement layouts involving CIS, CIS deductions, retention values or custom calculations 

We can’t create these reports or layouts because most information isn’t available until you submit the CIS Return.

▼ Compliance-sensitive reports

To ensure compliance and data integrity, we can't create or amend the following reports:

  • Intrastat reports 
  • OSS IOSS VAT reports
  • Self-Billing invoices 
  • CIS Payments 
  • CIS Contractor Monthly Return
  • BACS / Bank uploads
▼ Customer and Supplier communications history on a Customer or Supplier report 

Sage 50 Accounts doesn’t link Customer or Supplier communications history to records or activity data.

  1. In the Customer or Supplier record, use the Print List and Send to Excel options.
▼ Excel Report Workbooks

We can’t create custom Excel Report Workbooks. You can download and install a collection of Excel Management Report Workbooks from the Microsoft Excel support hub. 

▼ Fixed Assets depreciation history 
As there's no link between Fixed Asset data and ledger transaction data, we can only create reports using Fixed Asset record information.
▼ Invoice or Invoice Item paid status

We can't create these because no link exists between the invoice data and the ledger transaction-paid data. 

▼ Product Price list reports 

The Price List reports are designed to handle the complex product price list data they use. 

▼ Product Retrospective Valuation when your select Allow Negative Stock 

Allowing negative stock can cause the figures on the Retrospective Product Valuation to appear incorrect. This is due to the cost prices the software uses for GO transactions. For more information, see our Retrospective Product Valuation - Reasons why the figures can appear to be incorrect  article.  

▼ Product Retrospective Valuation when the Clear Stock option has been run 

Running the Clear Stock option can result in the figures on the Retrospective Product Valuation becoming incorrect.  See our Retrospective Product Valuation - Reasons why the figures can appear to be incorrect article for more information.  

▼ Project reports incorporating Child Projects 

We can't create these because no link exists between the tables required to produce this type of report.

▼ Project reports with additional criteria 

Project reports can only use project reference and date criteria. This is because item line information on project reports uses multiple tables and variables.

▼ Purchase Order report showing the invoiced value of goods received (from a Goods Received Note) 
You can’t report retrospectively on goods received where there are part‑delivered orders. This is even though the required tables link.
▼ Purchase Order combined with Sales Order information 

We can't create these because no link exists between Sales Order and Purchase Order data. 

▼ Recurring Invoice, Sales Order and Purchase Order reports 

The data tables required aren’t accessible within Report Designer.

▼ Stock / Stock activity combined with ledger activity

These reports or layouts don't link the Product record or activity data and the ledger transaction data:

  • Customer
  • Supplier
  • Nominal
▼ Sub Reports or Drill Down reports 

We can’t create reports creating Sub Reports or Drill Down reports due to testing limitations in live environments. 

Chargeable Report Design Service 

Can't find what you need and you don’t want to create it? Our specialist designers create custom reports or layouts to meet your requirements. Get in touch for advice or submit a query online to the Report Design team.