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Contact reports

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Summary

How to create customer and supplier reports in Sage Accounting.

Description

To help you manage your customers and suppliers, you can produce the following reports:

Activity ReportThis report is useful if you want to see your customer or supplier activity. You can produce the report for one or more customers or suppliers for a specified date range.
Address ListThis report shows the addresses and contact information for a range of customers or suppliers.

This is particularly useful if you have multiple contacts and addresses for your contacts. When you produce the report, you can choose the type of address you want to appear. For example, you might want to produce a report that shows all of your customers’ delivery addresses.
Statement Summary ReportThis report shows the information that appears on your customers’ statements.

This is useful if you automatically send statements by email but also want to see the information on the statements. You can also view multiple statements on the same report for one or more customers.

These reports, once generated, can be downloaded as PDF files.

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