Reporting center overview
Several reports are
available on the Sage partner portal to provide detailed insight
into your Sage customers and related sales transactions.
This
data is directly from Sage's database is generated on a nightly
basis and includes only information for your customers or your own
company. Because the data is generated nightly, transactions
which occur during a specific day will be available in a report the
next day.
Reports can be accessed by clicking
Reporting center from the main menu bar. In
order to view these reports, the user must be set up as a Manager
Partner on the Sage Portal. Users at your company who are set up as
Employees will not have access to these reports or even see the Reporting center tab.
The functionality varies slightly by report but typically data
can be manipulated within a
report by adding or removing fields, sorting and filtering by values in
columns. Additional analysis and formatting can be done
by exporting or pasting report data to Excel or another spreadsheet
applications. To print a report, you should export it to Excel and
print it from there.
This
tool provides significant functionality. The help topics are designed to provide basic operational
instructions which will make it possible for you to find the data you
are looking for as quickly as possible. The best way to learn about
additional functionality is to experiment with it; however, some users
may prefer to use the formatting tools within Excel to manipulate
and print the report data.
See also
Execute a report
Basic report navigation