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Post Info TOPIC: specifying report layout in sage


Guru

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specifying report layout in sage
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Is there a way to specify what data groupings can be shown on reports in Sage?

For example, when I run a P&L - all sales relating to 'services' are shown under the service heading. However, when the data was initially keyed in, I had broken down the 'services' even further i.e. Service type A, B, C etc - is there a way to show the breakdown of these services on a Sage report?



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Thanks, Nadia.



Senior Member

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hi

if i understand correctly, you want to show more detail in the p&l reports..?

if so then you need to amend the chart of accounts.

in the nominal ledger module, press the coa button.

this shows the groupings for the reports.

you can change the narrative, nominal groupings and insert new rows if required.

press save, then 'check' to ensure there are no nominal codes missing from the chart.

hope that helps

jeremy

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Guru

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Jeremy, this is exactly what I needed. It has worked!!!
Thank you

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Thanks, Nadia.



Senior Member

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you're welcome - any sage queries welcome

glad it helped

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Want to see what all the fuss is about? Click here: OptegraMRP

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