Sage Report Designer User’s Guide
Creating a Report Which Groups Each
Customer's Transactions Using the Report
This example creates a 'Customer Balance with History' report using the Report Wizard. The
report shows the transactions which make up the balance for each customer account. All the
items for one sales account reference are shown together by using the 'Group' option.
The report contains each customer's account reference, company name and account balance,
as well as the following columns: transaction number, type, date, details, net amount, tax
amount and gross amount per customer.
In this example, you will be:
Using the Report Wizard to create your Customer Balance with History report, with the
variables which will appear in the main body of your report, each with its own column
Adding a group to the report so that the variables are grouped by account reference and
adding a total per customer.
Arranging the text and variable objects on your report.
Changing the style of the total variables on your report to over and underlined.
To use the Report Wizard to create your Customer Balance with History
1. From the Sage 50 main toolbar, click 'Reports'.
The Report Designer Browser appears.
2. From the Report Designer Browsers main toolbar, click 'New'.
The 'Report Wizard' appears displaying the 'Introduction' page.
3. Click 'Next'.
The 'Document Type' page appears.
4. From the 'Report' tab, select the 'Customer' option. In the 'Enter a document description'
box, type Customer Balance with History, as the description for your report.
5. Click 'Next'.
The 'Report Variables' page appears.
6. From the 'Table' drop-down list, select the 'SALES_LEDGER' table.
The 'Variables' list changes to show all the variables available in the 'SALES_LEDGER'