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  • Sage 50 Report Designer Help

    I have a report summarising invoice totals for today, the past week and the past month. Unfortunately, if an invoice is highlighted in in the Invoice List, the report picks that up a the data source, so ignores the in-built filters for dates. How do I…
  • Filtering products supplied to a customer

    Hi, I'm looking to write a report in Report Designer which gives me information on the products that we supply to our customers. I think there may already be a standard report that shows this but as far as I can see it lists sales to the customer…
  • Layout Bug in V30

    Since updating to V30 there appears to be a strange bug that has appeared when Exporting or Printing Invoice layouts. It appears that conditional formatting is not being correctly respected for 'Suppress Print' and 'Visibility' on items. It also appears…
  • Show Department names rather than Department numbers on report page headers criteria, possibly with a sub report

    I'd like to be able to see the department name instead of the number in the selected criteria shown in the page header. Currently I see "From '2' to '3' (inclusive)", or "All", or "1, 3, 4", depending on how or which departments I select to be included…
  • Reporting - IF Function

    I am trying to create an If function to show "ON HOLD" depending on the aged balance being over the credit limit for customers, but it keeps returning the following error - expecting "then", found " What I have so far is IF SUM(Aged_Period_1+Aged_Period_2…
  • Report Designer

    Does anyone have a way of pulling specified text from within an alpha field, from right to left? Example: Job Description field contains: Hudson - Model I want to report to be able look through all job descriptions and identify which ones have 'Model…
  • Reports not working when connected to Terminal Server

    One of our users connects to our Terminal server (Server 2016) remotely, running a report gives a message The report could not be loaded The Report C:\PRO~\REPORTS\SPLAGES.REPORT (I have abbreviated this for ease) Happen on all reports Though…
  • Can you print customer memo / notes on aged debtors report

    I've been asked to print customer memo / notes on aged debtors report. Not sure if you can do this as notes are kept in a separate file - but it would be great if you could add them to a report. Does anyone know if you do this? Thanks Simon
  • outstanding stock items report

    Hi, New here so please go gentle. I am tying to run a pre-set report "Sales order quantities to dispatch by stock code" . This report seems to run but includes quantities on quotes as well as Sales Orders? I then run a filter on the Sales Orders…
  • Sage MTD for VAT Submissions Module Error

    Hi Guys, I'm getting the error "Navigation to the webpage was cancelled" Screen print attached Any ideas? Regards Michael
  • If Statement

    Hi I'm trying to write a IF statement to state IF SALES_ORDER.NOTES_1 , SALES_ORDER.NOTES_2 or SALES_ORDER.NOTES_3 is populated show 'SERIAL NUMBERS' but if not populated leave blank. I have tried the one below but serial numbers is showing when…
  • Actual stock levels available report

    I am trying to find a report to show me the following fields 1. Quantity in stock 2. Quantity Allocated 3. Quantity on Order 4. Free Stock "Available Basically it's Quantity in Stock minus Allocated = Free Stock Only want to show stock items…
  • Error: Task pane goes missing every time you run a report on Excel. How to bring it back

    Cause: There are several reasons why the task pane might not appear properly in Excel. One common reason is that it was closed by accident. In this situation, simply go to the View tab and choose Task Pane from the Show group to reopen it. Another…
  • Report Export or Save As not working as expected

    Hi All, Have a multi-user site on a network setup and one user in particular is having a constant issue when trying to export a Quote or invoice or anything for that matter. When you preview on screen and click "export" then you get the "Save As" window…
  • Sage Excel report designer add-in not working after excel update

    My excel report designer returns the following after the latest update from Microsoft 365 on 28 October. The excel toolbar also does not work.
  • Sales order with bom details

    Trying to add the component location on the sales order with bom details, but it shows the location of the last item in the bom for every component in the bom. Has anyone else come across this or what I have done wrong?
  • Stock Reporting

    I need a report to show how much stock was held and its value on a particular date, is there any such report? (The Stock movement report doesn't help much as it requires alot of manual intervention). Thanks
  • Editing a report

    I need a report for an export for obtaining Feefo reports that contains customer information but also some invoice information. I am currently editing "Day Books: Customer Invoices (Detailed)" and I need to add in the product code from the relevant invoice…
  • Report Formulas

    I would like to create a report that shows me vendors without an invoice during the past 15 months. I know I can create a condition each time for "last invoice date <= (date 15 months prior). Or create a condition based on input. Is there a way to create…
  • Pay Now button on Pro Forma Invoices

    We use invoice payments via Stripe for SOP invoices but would like to extend this to pro forma invoices also. Currently it is not possible to add a Pay Now button to a pro forma invoice layout. The benefits of having this on pro forma invoices are…
  • Intelligence Consilidated fiscal year parameter options missing a year

    For consolidated financials, how does the pop up box to choose the year determine which years to pull? We have a consolidated report that runs about 10 companies. One of those companies is currently in fiscal year 2024, where as the rest are calendar…
  • Allow ODBC Connection to Reocurring Data

    Allow ODBC connection or connection via sage report designer to the table that holds the data of reocurring invoices, including frequency, value, start date, invoice item lines etc. This would allow us to audit the reocurring invoices setup in our software…
  • How do I trace Transaction Listings in Sage 200C On-premise

    We have Sage 200c On-premise. The schema comprises of a Cube, Warehouse and Finally Sage Database. How do I know how data is being surfaced? Example: How do I trace data from Opening Balance, Transaction Listings (movements) through to Closing balance…
  • Report Designer Reverse Criteria

    Afternoon, Can anybody tell me how to reverse the criteria for this report? It is currently showing my works orders by number starting from 1 in the drop down, whereas I would like it to be the opposite and start from largest number first. Thanks…
  • Report layouts missing from report browser when printing a quotation, but not when printing a sales order?

    We need to start using the quotations feature. When we go to print a quotation, we're missing most of the templates including some sales order templates. We want to modify a sales order template so we made a copy of it, renamed it, but it's not appearing…