Logicim's ready-to-use Sage 50 CA Items Sold by Customers.

Introduction

The Items Sold by Customers report shows which products or services specific customers purchased during a selected period.

Prerequisites

View Requirements here

What the Report does

Breaks down sales transactions by customer and purchased item.,Shows available quantities, amounts, dates, or invoice references.,Provides Report and Chart views for customer-purchase analysis.

How to use the Report

Step 1: Enter the start date in cell C8 and the end date in cell C9.

Step 2: On the XLGL ribbon, click Refresh.

Step 3: Review the results in the Report and Chart views.

Customization options

Adjust the desired year in the Parameters sheet to generate data for another period.,Use Autofilter to filter the desired column or row.

Common use cases

  1. Analyze customer purchasing patterns.
  2. Identify top-selling items by customer segment.
  3. Support targeted sales strategies and monitor customer demand.

Troubleshooting

Issue: No data appears after refresh.
Solution: Verify the entries in C8 and C9 and confirm that sales records exist for the selected date range.

FAQs

Q: How can I filter the report?
A: Click the arrow on a column to access the Pivot Table filtering options.

Best practices

  1. Save a backup copy before making significant changes.
  2. Refresh the report after changing dates or the year in Parameters.
  3. Use consistent periods when comparing customer purchasing patterns.

References

Request a Custom Report: https://www.logicimtech.com/en/Services/CustomReport

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Edited: Monday, August 31, 2026

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