• Custom Reports

    Is there a way to create your own reports? I need a very simple report, client orders by date, including the ones that are converted to invoices / delivery orders. The pending client orders is half of what I need, but I can't find a way to include…
  • User entries

    Hello, Is there a way to identify which entries a specific user has created, as an extra security measure and/or for reporting purposes? Thank you, Kim
  • Design a Custom Report

    I am trying to create a large report that must be done weekly. It involves: Must have: 35 Departments to report on Each on its own page Each page is a Transactions by Account Report for that specific Department Summary page of a Comparative…
  • report that identifies amounts which should have project allocated by account number

    New and hoping for some help. My goal is to identify amounts in accounts which ought to have a project tagged, which do not have a project tagged. Under Reports, Project, Unallocated Amounts I can generate this report, but it does not allow me to filter…
  • Columns on financial report AND project report

    Hello everyone, After reading many others' questions about report format and answers to them, I believe I already got an answer as "no" from previous posts related to this topic. However, I want to give a try by throwing a question here. Is there…
  • Show Totals Only on Departmental Income Statement

    Hi. I have set our Sage 50 Canada (desktop) file to use departmental reporting. I have also set up the chart of accounts to allow for "collapsable" reports (for example, I can select Totals Only and print a more summarized income statement rather that…
  • Report Customization

    Is there an add-on or something out there that allows greater customization of reports within Sage 50 Canada (desktop)? It particular, being able to add % of revenue columns. I'm forever exporting to Excel and manually customizing. And then anytime there…
  • Report writer Sage 50 Canadian

    I’m doing some Sage 50 work and it would be good to produce some custom reports and invoices. Any recommendations or suggestions? tia, jrc
  • Is there a way to get a report that shows "Last date of Revenue" in Inventory?

    Trying to condense our Inventory list to include those items that have been purchased in the last 7 years. I am trying to find a short cut or report to make "invalid" parts removed from list but not deleted. I don't want to go into each item line by…
  • Intelligence Reporting for Sage 50 Canadian version

    I was told recently by customer service that when I starting using the Department option and could not get any of the reports I needed I could use this reporting. I was told that I could use the designer report option to produce project reports by department…
  • Reports from prior fiscal years

    When I run my BI reports, I am only given the option to select a month to display. How can I run the report for a prior fiscal year? The fact that I can only run reports for the current fiscal year, causes me great concern at year end. As soon as I…
  • Project detail report that includes the additional information fields (date and description)?

    I need to run Project detail reports that include the additional information fields (date and description - not the 5 additional fields located in the ledger) available in the purchase ledger - is this possible? If not, how would I run a project detail…
  • Does anyone have new Intelligence Reports available for sales analysis?

    Hello, Is it possible for Sage 50CA IR to integrate some of the Sage 50 US IR into the Canadian system. Should be an easy process. Can we put this on a wish list for the next update? We have done some research, and Sage 50 US Intelligence Reporting…
  • Tableaux de bord Sage 50 Intelligence

    Bonjour, Nous avons installé Intelligence Report, mais je ne vois pas à quel endroit y accéder. Merci de votre aide !
  • Custom Aged Vendor by Project Report

    Hello, I have created a custom report to show aged vendor payables by project. Everything is working well, except that it is pulling all of the vendor invoices, not just the unpaid ones. I am not completely familiar with the database table and field…