Modify the Recurring Transactions Report

Related topics

Print this report

View detailed information about a specific part of this report

Search for text in this report

Open this report in Microsoft Excel

Export this report to another format

Change your default printer settings for reports

Refresh this report

ClosedBefore you can perform this task

For the General report, you must have access rights to Reports for Transactions in the Accounts & General Ledger security option.

Note: The All Transactions report excludes transactions to which you do not have access rights.

To modify a Recurring Transaction report:

  1. In the Home window open the Report Centre. Select Recurring Transactions and then select the transaction report you want to modify. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. (Optional) Select Only show transactions due on or before and then enter a date to display scheduled transactions.
  4. (Optional) Select Include transactions with no due date to display unscheduled transactions.
  5. (Optional) Select any additional recurring Transaction types you want to include in the report. Click Select All to report on all transaction types.
  6. (Optional) Select Group by transaction type to arrange transactions by type.

    7. Note: If you are using consolidated companies, you do not need to perform the previous two steps. (Sage 50 Premium Accounting)

  7. (Optional) Customize:
  8. (Optional) Save the report as a template in My Reports.
  9. Click OK to display the report.

Published: June 12, 2018
© 2018 The Sage Group plc or its licensors. All rights reserved. Privacy Policy | Copyright/Trademarks