Sample Reports

We have compiled a list of frequently requested reports for various versions of Peachtree Software and Sage 50.

 This list does not represent our entire library. This is only a cross section of some of our most popular reports.  If you wish to amend some of these reports, or if you would like a report different than the ones depicted here, go to our Custom Reports page

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Accounts Receivable & Sales Analysis Reports

Commission Reports
Report by Sales Rep & Date Range (Unpaid Sales)
Report Based on Sales rep, Profit & Date Range
Report Based on Sales rep, Date Range, Paid Sales

Sales Rep Reports
Aged Receivables by Sales Rep
Item Sales by Sales Rep, Customer, Item & Date Range
Sales Order Listing by Sales Rep, customer, Item & Date Range
Sales Comparison Report by Sales Rep (this year Vs Last year)
Sales by Salesperson by Customer current PTD & YTD vs Last Year

Sales Analysis Reports
Annual Sales Analysis by Quarter Summary
Customer Sales by City and Date Range
Customer Sales by Country and Date Range
Customer Sales with Invoice Profit Analysis
Customer Sales Matrix by Date Range
Gross Profit Report by Sales Rep
No Sales Activity for Customers by Date
Sales by Customer by Items Current PTD & YTD vs Last Year
Month by Month – YTD Sales Comparison

Aging Reports
AR Aging by Sales Rep
AR Aging with Job Cost References
AR Aging with Customer Invoice Line Detail
Past Due Call List – Detailed
Past Due Call List – Summary

General Reports
Customer Sales by Date Range-Matrix
Customer Sales Invoice Profit Analysis
Customer No Sales Activity by Date
Customer Sales Orders by Sales Rep, Customer, Item & Date Range
Customer Sales By Country & Date Range
Customer Sales by List by State & Date Range
Customer Sales by City & Date Range
Customer Invoice Register by QTR & Year
Customer List by Area Code
Customer Invoices Listing by Customer PO Number
Customer Invoice Register Sorted by Job ID
Customer Annual Sales Analysis by QTR Summary Graph
Custom Sales Invoice with Percentage Discounts

Commission & Sales Representative Reports

Commission Reports
Report by Sales Rep & Date Range (Unpaid Sales)
Report Based on Sales rep, Profit & Date Range
Report Based on Sales rep, Date Range, Paid Sales

Sales Rep Reports
Aged Receivables by Sales Rep
Item Sales by Sales Rep, Customer, Item & Date Range
Sales Order Listing by Sales Rep, customer, Item & Date Range
Sales Comparison Report by Sales Rep (this year Vs Last year)
Sales by Salesperson by Customer current PTD & YTD vs Last Year

Sales Analysis Reports
Annual Sales Analysis by Quarter Summary
Customer Sales by City and Date Range
Customer Sales by Country and Date Range
Customer Sales with Invoice Profit Analysis
Customer Sales Matrix by Date Range
Gross Profit Report by Sales Rep
No Sales Activity for Customers by Date
Sales by Customer by Items Current PTD & YTD vs Last Year
Month by Month – YTD Sales Comparison

Aging Reports
AR Aging by Sales Rep
AR Aging with Job Cost References
AR Aging with Customer Invoice Line Detail
Past Due Call List – Detailed
Past Due Call List – Summary

General Reports
Customer Sales by Date Range-Matrix
Customer Sales Invoice Profit Analysis
Customer No Sales Activity by Date
Customer Sales Orders by Sales Rep, Customer, Item & Date Range
Customer Sales By Country & Date Range
Customer Sales by List by State & Date Range
Customer Sales by City & Date Range
Customer Invoice Register by QTR & Year
Customer List by Area Code
Customer Invoices Listing by Customer PO Number
Customer Invoice Register Sorted by Job ID
Customer Annual Sales Analysis by QTR Summary Graph
Custom Sales Invoice with Percentage Discounts

General Ledger Reports
Payroll Reports

Headquarters

Locations

Fort Lauderdale/Miami/Palm Beach
Greater Atlanta

Phone: 954-961-0600

Phone: 800-780-0700

Fax: 954-961-0552

Email: support@pcosupport.com

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