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Sage 200 Report of The Month: June 2022

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Phoebe Adshead
Phoebe Adshead key responsibilities lie in marketing; ensuring that businesses are aware of the products, services and expertise available from The HBP Group.

Sage Report of The Month – June 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. We’re back this month with another!

Report / Layout: Sales Order Products by Customer
Module: Sales Order Processing
Example: Sage ROTM June 2022
 
Download The Report >

 

This report is ideal for viewing and monitoring customer sales, including a full itemised list of product sales in your base currency. Ideal for monitoring buying patterns or trends whether by month, year, or season.
 
The fields in this report are:

  • Customer
  • Description
  • Quantity
  • Cost
  • Sales Value
  • Profit, and
  • Totals for Customer

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

    1. Select the report you want to download and click the ‘Download report’ button.

 

    1. 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.

 

  1. 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.