Is there a report that allows me to see the gross sales by customer? Sage 100 2017 Contractor
Is there a report that allows me to see the gross sales by customer? Sage 100 2017 Contractor
Moving this post to the Sage 100 Contractor forum in the Sage Construction and Real Estate Support Group.
Thanks,
Derek
Hi,
All Sage Intelligent reports reflect the standard 100 Contractor reports but with the ability to run the report out to Excel so that you can customize the report to suit your needs. If you do not have Sage Intelligence you can download a trial version to run out the reports and see if any give you what you need. There are many options. With Sage Intelligence you can create a new report by connecting to the SQL database and choosing which fields you want to capture. Here are a few videos: https://www.youtube.com/channel/UCkxO0gENMlLOgDabpuycA6g
Here is the trial version if you don't already have Sage Intelligence: https://www.sageintelligence.com/solutions/sage-100-contractor/trial/
I hope this helps.
If you bill by jobs, consider 3-1-2-41. If you bill by service work orders, consider 11-1-2-31. If you bill both by job and by service work order and adding together the two reports is not something you want to do, a custom report can be written fairly easily by a certified consultant that will consolidate and total billings by client.
*Community Hub is the new name for Sage City