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Run the Nominal Activity - Customisable report

Created on  | Last modified on 

Summary

How to run and analyse the Nominal Activity – Customisable report in Sage Accounting.

Description

The Nominal Activity - Customisable report helps you compare periods, track variances and analyse balances in detail.

Resolution

Run the Nominal Activity - Customisable report

  1. From Reports, select All reports.
  2. Select Nominal Activity – Customisable.

You can also open this report by drilling down from the:

  • Balance Sheet
  • Profit and Loss
  • Trial Balance

Choose a default view ▼

At the top of the report, select one of the following views:

  • Current month
  • Year to date
  • Monthly summary

Each view shows balances, debit and credit values, and opening and closing balances.

Set a custom date range ▼

  1. Select the Edit icon next to Period.
  2. Choose a predefined period, or enter a custom date range.
  3. Select Run report.

Compare previous periods or years ▼

  1. From the Customise report panel, select Columns.
  2. Add a column for Previous period or Previous year.
  3. Choose how to display the variance.
  4. Select Run report.

You can display the variance as:

  • Amount
  • Percentage
  • Both

Show opening and closing balances ▼

  1. From the Customise report panel, select Columns.
  2. Select Opening balances and/or Year to date closing balances.
  3. Select Run report.

Show cumulative values ▼

  1. From the Customise report panel, select Columns.
  2. Select As cumulative over a period of time.
  3. Select Run report.

Drill down into balances ▼

To view detailed transactions:

  1. Select an underlined balance. 

    Sage opens the Nominal Activity Detail report.
  2. To return to the main report:

  • Close the detailed report
    or

  • Select Back in your browser

Save or export the report ▼

  1. Select Save as to store your configuration.
  2. Select Export to download the report in:
  • PDF
  • CSV
  • Excel

When Sage finishes generating the report, select the notification bell to open it.