Logicim's ready-to-use Sage 50 CA Sales by Salesperson and Item.

Introduction

The Sales by Salesperson and Item Report summarizes item-level quantity, sales, cost, and profit by salesperson.

Prerequisites

View Requirements here

XLGL Requirements dropdown on the Logicim product page

What the Report does

The Summary Report worksheet shows Salesperson, Item, Description, No. Trans, Quantity, Unit, Sales, Cost, and Profit. The Detailed Report worksheet adds Date, Customer Name, and Source. The Chart worksheet includes a salesperson filter.

How to use the Report

1) Enter the start date in Instructions!C8 and the end date in Instructions!C9, then select Refresh.

2) Select Go to Summary Report... to review item totals by salesperson.

3) Select Go to Detail Report... to review transaction lines.

4) Select Go to Chart... and use the salesperson filter.

Customization options

Change the period in Instructions!C8:C9. Use table filters on Summary Report and Detailed Report and the salesperson filter on Chart.

Common use cases

  1. Review item sales, cost, and profit by salesperson.
  2. Compare summary totals with transaction details.
  3. Use Chart for a quick salesperson view.

Troubleshooting

Issue: Expected transactions or the selected period are missing.
Solution: Verify Instructions!C8:C9, select Refresh, and review the active table and salesperson filters.

FAQs

Q: What is the difference between Summary Report and Detailed Report?
A: Summary Report groups item results by salesperson; Detailed Report adds Date, Customer Name, and Source.

Best practices

  1. Confirm the date range before refreshing.
  2. Start with Summary Report, then use Detailed Report for transactions.
  3. Confirm chart observations against the supporting rows.

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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