Sage 300 Reports

Reports in Sage 300 are generated in one of the following ways:

This article lists reports available in Sage 300, and describes how to find and open these reports.

Sage Intelligence Reporting Cloud

Use Sage Intelligence Reporting Cloud to set up and generate the following financial reports.

To learn more about setting up and printing these reports, review the Sage Intelligence Reporting Cloud Help.

Important!

To use Sage Intelligence Reporting Cloud, users must be assigned to a security group with Financial Reporter security authorization for Sage 300 General Ledger and Sage 300 Web API security authorization for Sage 300 Common Services.

Also, for the ADMIN user you must customize two Sage 300 program files. For more information, see Sage Knowledgebase article 84722.

  • Balance Sheet More...

    The following variations are included for the Balance Sheet report:

    • Actual 1-12
    • Actual 1-12 - NA
    • Actual vs. Prior 1-12
    • Actual vs. Prior 1-12 - NA
    • Opening Balance Current Period & Year To Date
    • Opening Balance Current Period & Year To Date - NA
  • Income Statement More...

    The following variations are included for the Income Statement report:

    • Actual 1-12 & YTD
    • Actual Prior Variance 1-12 & YTD
    • Actual Q1-Q4 & YTD
    • Actual vs. Prior 1-12 & YTD
    • Current Period & YTD
  • Trial Balance More...

    The following variations are included for the Trial Balance report:

    • Actual vs. Prior - Current Period & YTD
    • Actual vs. Prior - Current Period & YTD - NA

Sage 300 reports

Use Sage 300 to set up and generate the following reports.

To learn more about setting up and printing a specific report, open the report, click the Help Image of Help icon. menu, and then review available help articles about setting up and printing the report.