Summary
Description
CAUTION:
If the report has criteria which looks like this then you must insert dates for the report to run otherwise you will receive an error message.
Reports created on the back of wish list requests can be found here
Sales Ledger Reports
| Report | Example | File | Added |
|---|---|---|---|
| Sales Ledger Emails and Roles Grouped by customer, the report lists each email contact, role and if it is the preferred contact or not. | View report | Download | Sep 2021 |
| Sales Ledger Net Values for 2 Periods The sum of 2 periods net values posted against the customer record based on the date range provided when running the report. | View report | Download | Jun 2021 |
| Sales Ledger 12 Month Net Turnover 12 monthly net values posted into the customer record with totals per customer and per month. | View report | Download | Jan 2021 |
| Sales Ledger Branches by Head Office Grouped by the head office account, a list of branches with the contact name and current balances. | View report | Download | Aug 2020 |
| Sales Ledger 12 Month Gross Turnover 12 monthly gross values posted into the customer record with totals per customer and per month. | View report | Download | Nov 2019 |
| Invoice and Credits Summary Transactions by customer in base currency for invoices and credits only with totals. | View report | Download | Jun 2019 |
| Sales Ledger Customer Alert Report Grouped by customer a list of alerts created (this report can used in Sage 200 Professional Summer 2018 or above / Sage 200 Standard / Sage for Education). | View report | Download | Nov 2018 |
| Average Days to Pay Invoices Customer summary of average days to pay. | View report | Download | Aug 2018 |
| Customer Commission 10% Net by Analysis 1 Grouped by the Analysis Code 1 field within the customer record, then by customer, a list of invoices and credits with a commission value based on 10% of the net value. | View report | Download | Apr 2018 |
| Top Customer Turnover 2 Financial Years Values for current YTD and last year turnover taken from the Account Enquiry > Turnover by Year £ fields. | View report | Download | Dec 2017 |
| Sales Ledger - Outstanding Invoices by Due Date Grouped by customer this report lists invoice transactions sorted by the due date. | View report | Download | Aug 2017 |
| Sales Ledger Net Turnover by Month Net turnover grouped by customer then month and year. | View report | Download | Apr 2017 |
| Sales Ledger Daily Transactions All transactions, shown itemised, posted on the date specified in the report criteria. | View report | Download | Jan 2017 |
| Sales Ledger Accounts Due Credit Review Customer accounts due a credit review, showing last credit review date and next credit review date. | View report | Download | Sep 2019 |
| Sales Ledger Aged Debtors Report with Project Code (Detailed) Portrait Detailed aged debtors with project code for each transaction. | View report | Download | Mar 2016 |
| Sales Ledger Accounts Credit Limit Exceeded List of customers who have exceeded there credit limit and by how much | View report | Download | Jan 2016 |
| Sales Ledger Accounts With Last Invoice Date Customer list with there last invoice date, due date of last invoice and the Net/VAT split | View report | Download | Dec 2015 |
| Aged Debtors report (Summary) by Balance One line for each customer, to quickly view the outstanding balances. Sorted by the current balance. | View report | Download | Dec 2015 |
| Aged Debtors Report (Detailed) by Balance Every outstanding transaction, to view detailed information of what each customer owes. Sorted by the current balance. | View report | Download | Dec 2015 |
| Sales Ledger Aged Debtors (Summary) Portrait Aged Debtors (Summary) Portrait | View report | Download | Jun 2015 |
| Sales Ledger Aged Debtors (Detailed) Portrait Aged Debtors (Detailed) Portrait | View report | Download | May 2015 |
| Department Sales Ledger Aged Debtors (Detailed). Based on the department attached to the customer record Aged debtors detailed report by customer department, with sub-totals per department. | View report | Download | May 2015 |
| Sales Ledger Agents Commission 10% Gross Grouped by agent, listing invoices for every customer with a net/vat/gross split. For each transaction, it shows the gross amount and also calculates 10% of the gross amount as an indication of commission. | View report | Download | Jan 2015 |
| Cost Centre Sales Ledger Aged Debtors (Detailed). Based on the cost centre attached to the customer record Customer aged debtors detailed report by customer cost centre with sub-totals per cost centre. | View report | Download | Jan 2015 |
To download and add a report to Sage 200
- Locate your report in the list and click Download.
- When prompted, enter your login details.
- Make a note of the filename, for example: Sales Ledger Emails and Roles.report
- Click Download.
- In the Save As window, browse to and select the required destination, for example, Windows desktop then click Save.
You've now downloaded the report, you then need to add the report to Sage 200, if you already know how to do this, great, if you need some guidance, refer to the following article >.
If you're using Sage 200 Standard or Education please refer to your program help guide for help adding it to your menu.
Licence information
The software and other material sent with or attached to this article is copyright Sage (UK) Limited. You do not own it, but may use it as described in, and subject to the terms of, the software licence agreement which accompanied the associated Sage product, for which you have already acquired a licence.
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