Exporting Supporter records with specific information

SOLVED

Hi there,

I am a fairly basic user of Sage 50, and I have a quick question. I have done some research in the knowledge base and cannot find a specific answer.

My question: I have created a report which shows me all the Supporters who have made a payment to a certain payment category.  It shows their Name, and that the date of the transaction.

How can I make the report show the supporters name, address, phone number, and email address.  And when I have that, can I export this information to a CSV file?

I hope that question actually makes sense.  Thank you for any help!

Parents
  • 0
    verified answer

    Hi Ajchafe,

    You can combine Support List under Reports, Lists, Supporters with the Revenue report to create the report you like.  

    You follow BThelp.ca's advice to export the 2 reports to Excel.  Then, you can combine them.  

    You may also want to contact one of our partners for using a 3rd party reporting tool to create the report you want.  Written below is the link that you can fine one closest to your area.

    http://na.sage.com/ca/accountant/locator

    Hope this helps.

Reply
  • 0
    verified answer

    Hi Ajchafe,

    You can combine Support List under Reports, Lists, Supporters with the Revenue report to create the report you like.  

    You follow BThelp.ca's advice to export the 2 reports to Excel.  Then, you can combine them.  

    You may also want to contact one of our partners for using a 3rd party reporting tool to create the report you want.  Written below is the link that you can fine one closest to your area.

    http://na.sage.com/ca/accountant/locator

    Hope this helps.

Children
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