Sales

The Sales Ready-to-Use Report gives you a sales summary for Sage 50 US over a selected date range. It shows customer-level sales activity, sales tax, cost, and total amount details, and includes a chart view for the top 10 customers.

Prerequisites

1. Microsoft Windows 10 Pro, Windows 11 Pro, or Windows terminal server (2012 and above)
2. Microsoft Office 365
3. Sage 50 US edition (2021 and above) 
4. Internet connection
5. The Sales Ready-to-Use Report is available from the US Accounts Receivable catalog.

What the Report Does

The Sales Report uses the dates entered on the Instructions worksheet to show sales activity on the Report worksheet. The visible output includes Customer, Date, Transaction Type, Reference, Cost, Sales, Sales Tax, and Total Amount. The workbook also contains hidden Data, COGS, and ChartData worksheets that support the visible Report and chart calculations. The Chart worksheet shows Top 10 Sales, Costs, and Taxes by Customer for the selected period.

How to Use the Report

Step 1) Enter the report period on the Instructions worksheet. Use C8 for Start: and C9 for End

Step 2) Click Refresh on the XLGL ribbon to update the Report after changing the dates.

Step 3) Select Go to Report... to review the Report worksheet. Use the customer groupings, transaction rows, subtotals, and Grand Total to review sales, cost, sales tax, and total amount values.

Step 4) Select Go to Chart... to review the Chart worksheet for the top 10 sales, costs, and taxes by customer.

Customization Options

You can change the date range on the Instructions worksheet and refresh the Report. You can also use standard Excel formatting, sorting, filtering, or printing options on the visible worksheets. The workbook includes a Click here to have this report customized for you link on the Instructions worksheet for changes beyond ordinary date selection or Excel formatting.

Common Use Cases

1. Review sales activity by customer for a selected fiscal period.
2. Compare customer sales, costs, sales tax, and total amounts in one Report.
3. Review sales invoice and customer credit memo activity shown in the Transaction Type column.
4. Use the Chart worksheet to identify the top 10 customers by sales, costs, and taxes.

Troubleshooting

1. Issue: The Report still shows the previous period. Solution: Confirm the Start: and End: dates on the Instructions worksheet, then click Refresh on the XLGL ribbon.
2. Issue: The Report opens with no expected sales rows. Solution: Confirm that you are connected to the correct Sage 50 US company and that the selected date range contains sales activity.
3. Issue: The chart does not match the period you expected. Solution: Refresh the workbook after changing the dates, then reopen the Chart worksheet.

FAQs

1. Q: Which dates control the Report? A: The Start: value in C8 and the End: value in C9 on the Instructions worksheet control the period shown on the Report and Chart worksheets.
2. Q: What transaction details are visible? A: The Report worksheet includes customer, date, transaction type, reference, cost, sales, sales tax, and total amount details.
3. Q: Does the workbook include a chart? A: Yes. The Chart worksheet shows Top 10 Sales, Costs, and Taxes by Customer for the selected period.
4. Q: Can this Report be customized? A: Yes. Use the customization link on the Instructions worksheet or contact Logicim to request a Custom Report.

Best Practices

1. Confirm that Excel is connected to the correct Sage 50 US company before refreshing the Report.
2. Review the Start: and End: dates before comparing sales results.
3. Refresh the workbook after changing the date range.
4. Use the Grand Total row on the Report worksheet to validate the total sales, sales tax, and total amount values for the selected period.
5. Keep a backup copy before making structural workbook changes.