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Generating reports and documents

To help make day to day processing as efficient as possible, and to ensure you can easily see the information you need to make vital business decisions, in Sage Accounts you can produce a wide range of documents including:

• Documents to send to your customers and suppliers, such as letters, invoices, credits, remittances, orders and statements.
• Reports to give you the accounts information you need, such as debtors and creditors reports, bank statement reports and financial management reports.
• Labels showing customer, supplier, product, invoice or order details.

In addition to the many standard reports and documents which are ready to use straight away, if you want to make changes to these or set up new ones, you can do this using Report Designer, which is a reporting tool supplied with your software.

To generate a report or document

1. Sage Accounts desktop > open the relevant module, for example, Customers.

   Note: If the customer list does not appear automatically, from the Links pane, click Customer List.

2. Click Reports, Letters, Labels or the relevant layout option, for example, Statement.

3. Locate and select the required report, layout, letter or label > Preview.

4. If a Criteria window appears, enter any required criteria > OK.

More information

Batch reporting

Drillable reports

The report browser and report favourites