Sage Report of The Month – September 2022
Each month, Sage release new free, downloadable reports which you can put into Sage 200 to help get even more out of your system and data. Here’s a report for you to download and use for the month of September.
Report / Layout: Cash Book Supplier Payments and Refunds
Module: Cash Book
Download The Report >
This report is grouped by cash book and lists all Supplier Payment/Refunds. Refunds can happen for a number of reasons. Most commonly, refunds are given when delivered supplies are damaged, or an order is cancelled after payment. This report is ideal for creating a clear picture of your expenses, which are categorised for better, more accurate reporting.
Alongside account details, the fields in this report are:
- Transaction type
- Transaction date
- Statement date
- Second reference
- Account totals
The report can be downloaded as a ‘.report’ file and the steps to downloading and adding to your Sage 200 system can be found below.
How to Download the Sage 200 Report of The Month
- Select the report you want to download and click the ‘Download report’ button.
- Enter your login details when prompted. When the download software and updates window appears, make a note of the filename, for example, sagereportdesigner.report then select Download.
- In the Save As window, browse to and select the required destination, for example, the Windows desktop > Save.
You have now successfully downloaded the Sage report file.
Add The Report to Sage Report Designer
For details regarding the full process of adding a new custom report to the menus within Sage 200, read our blog post on how to add a new report to Sage 200.
If you’re a HBP Group customer and need any help with adding the report to your Sage 200 system, our support team will gladly assist. To speak with a member of our support team, click here.