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Contact reports

Created on 05 July 2023 | Last modified on 18 March 2024

Summary

How to create customer and supplier reports in Sage Accounting.

Description

Manage your customers and suppliers efficiently by generating various reports:

Activity Report	Ideal for viewing activities of customers or suppliers over a specific date range. Useful for tracking transactions and interactions.
Address List	Access contact information and addresses for your customers or suppliers. This report is particularly helpful for managing multiple contacts and selecting specific address types, such as delivery addresses.
Statement Summary Report	Access contact information and addresses for your customers or suppliers. This report is particularly helpful for managing multiple contacts and selecting specific address types, such as delivery addresses.

You can download these reports as PDF files for easy access and sharing.

Resolution

Producing the Activity Report >

Go to Contacts and choose Customers or Suppliers.
Tick the boxes next to the contacts you're interested in or select all.
Select More then Activity Report.
Enter the start and end dates then select Generate.
TIP: The report will download automatically. A notification appears when it's ready. You can keep working in the meantime.

Producing the Address List >

Go to Contacts, then select Customers or Suppliers.
Tick the boxes next to the contacts you're interested in or select all.
Select More, then Address List.
If required, choose the type of address you want to show on the report, then select Generate.
TIP: The report will download automatically. A notification appears when it's ready. You can keep working in the meantime.

Producing the Statement Summary Report >

Go to Contacts, then Customers.
Tick the boxes next to the contacts you're interested in or select all.
Select More, then Statement Summary Report.
Enter the start and end dates then select Generate.
TIP: The report will download automatically. A notification appears when it's ready. You can keep working in the meantime.