Logicim's ready-to-use Sage 50 CA Pivot Table Income Statement with Chart.

Introduction

The Pivot Table Income Statement with Chart Report combines pivot-table income-statement analysis with chart views.

Prerequisites

View Requirements here

XLGL Requirements dropdown on the Logicim product page

What the Report does

It summarizes revenue, expenses, and profitability in a pivot table and charts that visualize trends, comparisons, and variances.

How to use the Report

Step 1: Enter the required period inputs in C8 and C9.

Step 2: Select Refresh on the XLGL ribbon.

Step 3: Review the Report and Chart results.

Customization options

Adjust the desired year on the Parameters sheet and use the pivot-table header Autofilter to select a type.

Common use cases

  1. Analyze income-statement data in tables and charts.
  2. Compare financial performance across supported dimensions.
  3. Visualize revenue, expense, profit trends, and variances.

Troubleshooting

Issue: No data is populated.
Solution: Verify the input parameters and confirm that the selected period contains records, then select Refresh.

FAQs

Q: Can I add an additional field to the pivot table?
A: Yes. Add the required column through the pivot-table field list.

Best practices

  1. Confirm the inputs before refreshing.
  2. Refresh before comparing pivot-table results.
  3. Review active Autofilter selections when expected values are missing.

References

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

Related articles
Logicim's ready-to-use Sage 50 CA comparative automated income statement
Logicim's ready-to-use Sage 50 CA automated project income statement
Logicim's ready-to-use Sage 50 CA Transaction Report
Logicim's ready-to-use Sage 50 CA 2-column income statement by projects
Logicim's ready-to-use Sage 50 CA automated trial balance
Logicim's ready-to-use Sage 50 CA mapped balance sheet
Logicim's ready-to-use Sage 50 CA pivot table vendor invoice log
Logicim's ready-to-use Sage 50 CA departmental income statement
Logicim's ready-to-use Sage 50 CA detailed cash flow
Logicim's ready-to-use Sage 50 CA invoice with taxes
Logicim's ready-to-use Sage 50 CA automated detailed cash flow
Logicim's ready-to-use Sage 50 CA automated trial balance by department
Logicim's ready-to-use Sage 50 CA vendor standard invoice
Logicim's Ready-to-Use Sage 50 CA pivot table trial balance with chart
Logicim's ready-to-use Sage 50 CA ratios
Logicim's ready-to-use Sage 50 CA income statement by projects
Logicim's ready-to-use Sage 50 CA vendor list by department
Logicim's ready-to-use Sage 50 CA customer standard invoice
Logicim’s ready-to-use Sage 50 CA customer list
Logicim’s ready-to-use Sage 50 CA customer aging
Logicim’s ready-to-use Sage 50 CA vendor list
Logicim’s ready-to-use Sage 50 CA vendor aging
Logicim's ready-to-use Sage 50 CA Balance Sheet.
Logicim’s ready-to-use Sage 50 CA Reports transactions list
Logicim’s ready-to-use Sage 50 CA summary cash flow
Logicim’s ready-to-use Sage 50 CA formatted customer aging
Logicim’s ready-to-use Sage 50 CA inventory analysis
Logicim’s ready-to-use Sage 50 CA formatted vendor aging
Logicim’s ready-to-use Sage 50 CA financial statements side-by-side
Logicim’s ready-to-use Sage 50 CA dashboard
Logicim’s ready-to-use Sage 50 CA transactions Report
Logicim’s ready-to-use Sage 50 CA project budget by period
Logicim’s ready-to-use Sage 50 CA physical count worksheet
Logicim’s ready-to-use Sage 50 CA ratios
Logicim's ready-to-use Sage 50 CA Inventory Aging
Logicim's ready-to-use Sage 50 CA Job Retainage
Logicim's ready-to-use Sage 50 CA Unbilled Job Expense
Logicim's Ready-to-Use Sage 50 CA Commissions by Percentage
Logicim's Ready-to-Use Sage 50 CA Customer Profitability Summary
Logicim's ready-to-use Sage 50 CA Customer Aging- Detailed and Summary
Logicim's Ready-to-Use Sage 50 CA Customer Invoice Log - Cust
Logicim's Ready-to-Use Sage 50 CA Customer Invoice Log - with Commission
Logicim's Ready-to-Use Sage 50 CA Customer Invoice Log
Logicim's Ready-to-Use Sage 50 CA Customer Analysis
Logicim's Ready-to-Use Sage 50 CA Gain or Loss
Logicim's Ready-to-Use Sage 50 CA Inventory Analysis - DB
Logicim's Ready-to-Use Sage 50 CA Product Analysis
Logicim's ready-to-use Sage 50 CA Purchase Analysis.
Logicim's ready-to-use Sage 50 CA Summary Cash Flow - DB.
Logicim's ready-to-use Sage 50 CA Tax.
Logicim's ready-to-use Sage 50 CA Unallocated.
Logicim's ready-to-use Sage 50 CA Sales Analysis - DB.
Logicim's ready-to-use Sage 50 CA Income Statement.
Logicim's ready-to-use Sage 50 CA Income Statement - Current Month - Actual vs Budget.
Logicim's ready-to-use Sage 50 CA Mapped Income Statement Example.
Logicim's ready-to-use Sage 50 CA Pivot Table Comparative Income Statement.
Logicim's ready-to-use Sage 50 CA Pivot Table Departmental Income Statement.
Logicim's ready-to-use Sage 50 CA Pivot Table Cash Flow.
Logicim's ready-to-use Sage 50 CA Pivot Table Comparative Trial Balance.
Logicim's ready-to-use Sage 50 CA Trial Balance.
Logicim's ready-to-use Sage 50 CA Trial Balance- 2 Departments Comparison.
Logicim's ready-to-use Sage 50 CA Trial Balance by Department.
Logicim's ready-to-use Sage 50 CA Standard Receipt.
Logicim's ready-to-use Sage 50 CA Single Stub Receipt.
Logicim's ready-to-use Sage 50 CA Standard Packing Slip.
Logicim's ready-to-use Sage 50 CA Service Bill.
Logicim's ready-to-use Sage 50 CA Retail Invoice.
Logicim's ready-to-use Sage 50 CA Retail Invoice with Statement.
Logicim's ready-to-use Sage 50 CA Standard Payment.
Logicim's ready-to-use Sage 50 CA Receipts by Payment Method.
Logicim's ready-to-use Sage 50 CA Sales by Salesperson and Item.
Logicim's ready-to-use Sage 50 CA Sales Item Summary.
Logicim's ready-to-use Sage 50 CA Balance Sheet - Unf.
Logicim's ready-to-use Sage 50 CA Comparative Monthly Balance Sheets - Unf.
Logicim's ready-to-use Sage 50 CA Departmental Balance Sheet - Unf.
Logicim's ready-to-use Sage 50 CA FIFO Costing.
Logicim's ready-to-use Sage 50 CA Inventory and Services List.
Logicim's ready-to-use Sage 50 CA Inventory and Services Summary.
Logicim's ready-to-use Sage 50 CA Inventory List - Inv.
Logicim's ready-to-use Sage 50 CA Inventory Summary.
Logicim's ready-to-use Sage 50 CA Items Sold by Customers.

Edited: Monday, August 31, 2026

Was this article helpful?

Thank you! Your feedback matters.

We'd love to hear your thoughts! Please provide a comment before submitting.

Thank you for your message!

Would you like a Logicim team member to reply to your message?

If so, please enter your email address below.

You will also receive a copy of your comment.

We protect your personal information.

Thank you for your message!

Verify your inbox or spam folder to find the copy of your comment.
Contact clientcare@logicimtech.com if you didn't receive it.

Contact support@logicimtech.com for technical support or reporting questions.
Book your FREE consultation now with a Logicim Sage 50 Reporting EXPERT.

Fullscreen Image