How to download the Contact Activity Report

Summary

How to create and download the Contact Activity Report in Sage Accounting.

Description

Check transactions for customers or suppliers within a specific date range using the Activity Report. 

Resolution

Download the Contact Activity Report

  1. Go to Contacts, then select either Customers or Suppliers.
  2. Tick the checkbox next to the contacts whose activities you want to review.
  3. Select More, then choose Activity Report.
  4. Enter the start and end dates in the From and To fields.
  5. Select Generate.
  6. A notification will appear in your menu bar to inform you when the report is ready.

NOTE:

The report is only available as a PDF and the download time varies based on the data volume.

Solution Properties

Solution ID
222001000101097
Last Modified Date
Tue Aug 04 14:30:15 UTC 2026
Views
0