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Post Info TOPIC: Sage Instant Accounts v12 - Reporting
Steve Dolphin


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Sage Instant Accounts v12 - Reporting
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Hello all, 

First post so bear with me, but I have a query about reports in Sage Instant Accounts v12.

We have various products which are linked to product categories (as expected) - there are only three of these as it happens and what I'd like to do is generate a report that shows months worth of information for sales against each category.

I assume it's possible because otherwise why would the category information exist in the first place?

However, under Products and Reports there is no way to achieve this.

Do I need to use the report builder, and if so how do I actually get data out of it? (I seem to be stuck with PDFs of the design!)

Thanks,

Steve


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nautica


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Hi
Dont know if its the same for V12 but if you you open Suppliers on the left hand side and then on reports you should find my products reports . and should see what you are looking for there .

Sorry its products  on the left  its Details Products Report  then Products Category List





Martyn

-- Edited by nautica on Monday 28th of February 2011 11:38:03 AM

-- Edited by nautica on Monday 28th of February 2011 11:41:27 AM

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Steve Dolphin


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Thanks Maryin,

I'm afraid not! cry

Under the reports section for Products (as that's what I'm after) the required report is simply not there.

Capture1.jpg

I've opened a report in report builder and re-saved it under "my products reports" but it still doesn't show up in this list.

I assume what I want would be under "Product Sales Reports", but as you can see, it's empty!


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nautica


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I see what you are saying you my need to ask Sage on this one as you my need to update to get bettter reports but lets hope someone on hear will have a way round it

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Steve Dolphin


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I hope so, additional reports appear in the report designer but I don't know what to do with them!

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Donna CBK


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I believe with an older version it would be a new report would be required. Best way is to start off with a report similar to requirement and work from that. Sorry, not sure of one that matches perfectly.

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Donna Curling - Complete Book-Keeping Ltd (CBKLtd) - 07939 101900

Payroll & bookkeeping solutions - info@completebookkeeping.co.uk

www.completebookkeeping.co.uk

IAB Training centre - Ringwood

 
Steve Dolphin


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Donna,

I don't understand how to actually get the new reports to run though, I can find the report designer, which works fine, but then can't do anything WITH the reports.

All I really want is to be able to dump all sales into a .csv so that I can total up different categories :(

Steve


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Donna CBK


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possibly better using the sage integration reports rather than trying to dump to csv as I do find columns are sometimes mixed. Have you set up integration yet?
if stuck email is: info@completebookkeeping.co.uk


Just to make aware, version 11 is obsolete this year - support ends April 2011.

Let me know if need an upgrade quote !

-- Edited by Donna CBK on Tuesday 1st of March 2011 01:43:40 PM

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Donna Curling - Complete Book-Keeping Ltd (CBKLtd) - 07939 101900

Payroll & bookkeeping solutions - info@completebookkeeping.co.uk

www.completebookkeeping.co.uk

IAB Training centre - Ringwood

 
Steve Dolphin


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Donna, as I'm sure you can tell from the title I have version 12, but thank you :D

Instant Accounts doesn't seem to have sage integration reports.


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Donna CBK


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Hi, have asked Sage on this to make sure of reply - please see below
You would need to edit the Product Sales report within the Invoicing module.

You would need to add the grouping for the Stock Code category and then move the neccesary varibles from the STOCK_CODE Header section into the STOCK_CAT Header on the report and also the varibles from the STOCK_CODE Footer section into the STOCK_CAT footer.


__________________

 

Donna Curling - Complete Book-Keeping Ltd (CBKLtd) - 07939 101900

Payroll & bookkeeping solutions - info@completebookkeeping.co.uk

www.completebookkeeping.co.uk

IAB Training centre - Ringwood

 
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