Sage 200 Report of The Month: October 2022
2 min read
Sage Report of The Month – October 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 October.
Report / Layout: Customers with Preferred Items by Product Group
Module: Customers
Example:
Download The Report >
This is a great report for spotting trends and patterns with your customers. You’ll get a good and accurate view of what items are popular in various product groups for each customers, ideal for upselling opportunities.
Alongside customer details, the fields in this report are:
- Product group
- Descriptions
- Preferred item(s) code
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.
info@thehbpgroup.co.uk
01482 423910
