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  • 1.  I think the answer to this is no (at least not wit

    Posted 02-01-2018 09:50
    I think the answer to this is no (at least not without a third-party reporting tool): Hi Wayne, Hope your new year is going well! I am wondering if you can create a report for us that combines all the accounts for the different categories and totals them to one number. For example all the income accounts would combine for one number, all the Cost of Sales would combine for one number, the operating expenses, other expenses, etc. What I'm looking for is a canned report in Sage that shows this. I am aware that third-party reporting tools would create such a report but I'm trying to solve a .05 problem with a no cost report. TIA


  • 2.  RE: I think the answer to this is no (at least not wit

    Posted 02-01-2018 09:51
    In reviewing reports, the General Ledger Analysis canned report might fit the bill here


  • 3.  RE: I think the answer to this is no (at least not wit

    Posted 02-01-2018 09:53
    Sage Intelligence Report Designer lets you do that, I believe


  • 4.  RE: I think the answer to this is no (at least not wit

    Posted 02-01-2018 10:04
    If the customer wants a canned report, I would think the GL Analysis is the best option.


  • 5.  RE: I think the answer to this is no (at least not wit

    Posted 02-01-2018 15:06
    So basically, they want the PL without the detail line?


  • 6.  RE: I think the answer to this is no (at least not wit

    Posted 02-01-2018 16:44
      |   view attached
    Another option


  • 7.  RE: I think the answer to this is no (at least not wit

    Posted 02-01-2018 17:53
    Export the Accounts via GL Exchange or an Excel Query, then do a quick sum in Excel


  • 8.  RE: I think the answer to this is no (at least not wit

    Posted 02-02-2018 05:41
    Maybe you could get creative with role up codes and then use the role up code as a filter for reporting. You could create running totals in the crystal report based on the codes.


  • 9.  RE: I think the answer to this is no (at least not wit

    Posted 02-02-2018 14:48
    Roll up codes are great idea! Once set up they are available in the selection options of GL reports and in Sage Intelligence too.