Filtering Using Customizable Fields (Overview)

You can filter many of the reports in Sage 50 by Customizable Field (for a list, see below). The labels for the Customizable Fields that appear on the report options window are set up in defaults, while the data for filtering are entered in the record windows.

Reports that you can filter by customizable field are as follows:

Accounts Receivable

Sales Rep Report (you can filter this report by both customer and employee custom fields)

Customer List

Customer Master File List

Prospect List

Customer Transaction History

Customer Management Report

Accounts Payable

Vendor List

Vendor Master File List

Vendor Insurance Report

Vendor Management Detail

Vendor Transaction History

Payroll

Employee Compensation Report

Employee List

Inventory

Item List

Item Master List

Item Price List

Inventory Stock Status Report

Inventory Valuation Report

Physical Inventory Report

Inventory Profitability Report

Inventory Unit Activity Report

Buyer Report

Inventory Reorder Worksheet

Assembly List

Bill of Materials Report

Job Cost

Job List

Job Master File List