Account Activity Summary Report

Data for this report can be filtered by a date range, Product Line as well as type of purchase (Maintenance, Support, Product) to provide a dollar total by month for each sales transaction type.  Some additional fields can be dragged into the report; however, users might want to run the Account Activity Detail Report which provides details for each transaction.
Note that Quotations are not included in this report.

When to use this report

This report can be used to help reconcile your Sage account.  It provides visibility to commission transactions (CPNP credit & debit memos). To view sales for a specific customer, state or city, you can add these fields to the summary report or run the Account Activity Detail Report.

Variable Entry: Initial Selection Criteria

Use the pop-up Select Values list in each field to view and select the possible entries.

Date Interval (Interval, Mandatory) (*)	Required entry.  This date range represents the period in which a transaction was posted. For instructions on how to enter valid date ranges, click here.
Product Line	Select Value(s) from pop-up list or the report will default to all the Sage products and services your company supports. For instructions on how to use the Select Values pop-up list, click here.
M&S Plan Type	Select Maintenance, Product or Support or the selection will default to all.

Fields within the Default Report

Business Transaction Type	Amounts are subtotaled by each transaction type per month.  For a list of Transaction Types and a description of each, click here.
Calendar Year/Month	Calendar year or month.
Invoiced Sales	Net dollar amount of the transaction without tax or shipping charges.

 

Free Characteristic Fields which can be added to the default report

Account	The account who received the product or service. The account includes the name and Sage account ID.
Bill-To-Party	The account that provided payment for the transaction.
Billing Date	The date the transaction amount was made.
Calendar Day	The data on which the transaction was entered.
Calendar Year	The year in which the transaction was entered.
Calendar Year/Week	The year and week the transaction was entered.
Channel Partner	Your company name.
Invoice Number	The Sage invoice (back office) number. This field displays "#" if no invoice number was involved.  Statements and documents issued from the Sage accounting team typically reference this number.
Material	The Sage SKU and description for the item on the transaction.
Product Line	The Sage Product Line name related to the purchased product or service.
Product M&S(L5)	Whether the purchase was for Maintenance, Service or Product.
Transaction Number	The Sage order (front office) number. Numbers beginning with 1 are orders. Numbers beginning with 3 are Credit Memos. Statements/Documents issued from our sales team typically reference this number.  For a description of Transaction types and numbering scheme, click here.
Usage	Identifies how the purchase relates to what the customer  currently owns. For example: new, renewal, add on. For a list of Usage Type codes and description of each, click here.

Formatting Tips for this Report

Adding Additional Fields to the Report
On the left side of the report, there are Free Characteristics (columns of data) which can be added to the summary default report to see additional information. To add these fields to a displayed report:

• Click a Free Characteristic field name (for example, Calendar Year).
• Without releasing your mouse button, drag your cursor to the location in the Columns or Rows area where you would like to place the new column. 
• When your cursor is at the position you want to place the column, release the mouse button. 
• The report will refresh with the new column and data in place. 

To undo the last format change you made

• Right click on any column title.
• Select Back
• Select Back One Navigation Step

See also:
    Account Activity Detail Report