Modify an Inventory & Services Transaction Report

You must have access rights to Reports for Transactions in the Inventory & Services security option.

1. In the Home window, open the Report Centre. Select Inventory & Services and then Transaction Summary. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. In the Select From section, select the type of items you want to report on.
4. In the Report quantities in section, select the unit of measure you want to use in the report.
5. (Optional) Select Include inactive items.
6. Select the item information you want to appear in the report. Click Select All to report on everything in the list.
7. (Optional) Select Show Locations and click Select Locations. (Sage 50 Premium Accounting)
8. Select the transactions you want to include in the report
9. (Optional) If you allow inventory levels to go below zero, select Include Variance to show the difference between average and actual cost.
10. (Optional) Select Balance Forward to display the quantity and value of the inventory on hand prior to the start date of the report.

This box can only be selected if you are reporting on all transactions. Balance forward also includes Variance

11. Select the Start and Finish dates for the report.
12. (Optional) Customize:
    • Columns that appear in the report
    • Printer settings for the report
    • Fonts in the report
13. (Optional) Save the report as a template in My Reports.
14. Click OK to display the report.

1. In the Home window, open the Report Centre. Select Inventory & Services and then Transaction Detail. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. In the Select From section, select the type of items you want to report on.
4. In the Report quantities in section, select the unit of measure you want to use in the report.
5. (Optional) Select Include inactive items.
6. Select the item information you want to appear in the report. Click Select All to report on everything in the list.
7. (Optional) Select Show Locations and click Select Locations. (Sage 50 Premium Accounting)
8. Select the transactions you want to include in the report
9. (Optional) If you allow inventory levels to go below zero, select Include Variance to show the difference between average and actual cost.
10. (Optional) Select Balance Forward to display the quantity and value of the inventory on hand prior to the start date of the report.

This box can only be selected if you are reporting on all transactions. Balance forward also includes Variance

11. Select the Start and Finish dates for the report.
12. (Optional) Customize:
    • Columns that appear in the report
    • How your report is sorted
    • Results using filters
    • Printer settings for the report
    • Fonts in the report
13. (Optional) Save the report as a template in My Reports.
14. Click OK to display the report.