Reporting Center

These help topics will introduce you to the reporting functionality on the Sage Partner Portal and provide instructions on how to use specific functionality.

Available reports

Click a report name to view information about that report including available fields and filter criteria.

• Account Activity Summary Report
• Account activity detail report
• Customer data
• Maintenance and support report
• Customer segmentation
• Renewal status
• Quotation details

Key Functionality

• Execute a report
• Report navigation
• Filter report data
• Enter date ranges
• Sort report data
• Move a column or change the grouping of records
• Add or remove sub-totals within a report
• Format characteristics of fields within a report
• Modify the column width or row height
• Save a report layout
• Export data to a spreadsheet
• Print a report

Reporting center security and setup

Learn about who has access to the reporting center

See also
Reporting center overview