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Trying to create a report in Sage 50 Quantum that I used to be able to use with crystal reports in Peachtree

Posted By golfrangeguy over 6 years ago

I used to have a report in crystal reports that allowed me to choose a product and then it would list the customer who bought and how many they bought.. I cannot find anything like it in the current program. Is there a way to create that report in the current versions?

0 Muttaqi over 6 years ago

The Sales Analysis report allows you to get this information. It is a standard report in Sage Intelligence.

1. Run the report for the desired dates

2. Click the "Sales Analysis" tab in Excel

3. The report is a pivot table in Excel. Click anywhere in the report, then select PivotTable Tools at the top, then select the Analyze tab.

4. Click "Field List" in the Excel ribbon.

5. In the "Rows" box, simply switch the order of "Line description" and "Customer Name" to get this information.

If you need further clarification, feel free to contact me.
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0 golfrangeguy over 6 years ago in reply to Muttaqi

OK, I got as far as the pivot table tools at the top. However, the only two tabs are "options" and "design" I do not see an "analyze" tab. Where am I going wrong?

Thanks,

Scott
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Sage 50 US

Trying to create a report in Sage 50 Quantum that I used to be able to use with crystal reports in Peachtree

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