Sage 300 Reports
Reports in Sage 300 are generated in one of the following ways:
- Using Sage Intelligence Reporting Cloud
- Using report printing screens in Sage 300
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.
To use Sage Intelligence Reporting Cloud, users must be assigned to a security group with Financial Reporter security authorization for Sage 300 General Ledger
Also, for the ADMIN user you must customize two Sage 300 program files. For more information, see Sage Knowledgebase article 84722.
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 
Tax Services reports
Click Tax Services > Tax Reports to set up and generate the following Tax Services reports:
- Tax Tracking Report
Bank Services reports
Click Bank Services > Bank Transaction Reports to set up and generate the following Bank Services transaction reports:
- Bank Entries Posting Journals Report
- Bank Reconciliation Report
- Check/Payment Register Report
- Deposit Register Report
- Deposit Status Report
- G/L Transactions Report
- Reconciliation Posting Journal Report
- Transaction Listing Report
- Transfer Posting Journals Report
- Withdrawal Status Report
General Ledger reports
Click General Ledger > G/L Reports to set up and generate the following General Ledger reports:
- Batch Listing Report
- Batch Status Report
- Chart of Accounts Report
- Posting Journals Report
- Recurring Entries Report
- Source Codes Report
- Source Journals Report
- Source Journal Profiles Report
- Transaction Listing Report
- Transaction Details Optional Fields Report
- Trial Balance Report
Accounts Payable reports
Click Accounts Payable > A/P Transaction Reports to set up and generate the following Accounts Payable transaction reports:
- Aged Cash Requirements Report
- Aged Payables Report
- Aged Retainage Report
- Batch Status Report
- Check Register Report
- G/L Transactions Report
- Posting Journals Report
- Vendor Transactions Report
Click Accounts Payable > A/P Vendor Reports to set up and generate the following Accounts Payable vendor reports:
- Letters/Labels Report
- Print 1099/1096 Forms Report
- Print T5018 (CPRS) Form Report
- Recurring Payables Report
- Remit-To Locations Report
- Vendor Groups Report
- Vendors Report
Accounts Receivable reports
Click Accounts Receivable > A/R Transaction Reports to set up and generate the following Accounts Receivable transaction reports:
- Aged Retainage Report
- Aged Trial Balance Report
- Batch Listing Report
- Batch Status Report
- Customer Transactions Report
- Deposit Slips Report
- G/L Transactions Report
- Invoices Report
- Item Sales History Report
- Posting Journals Report
- Receipts Report
Click Accounts Receivable > A/R Customer Reports to set up and generate the following Accounts Receivable customer reports:
- Customer Groups Report
- Customers Report
- Labels Report
- National Accounts Report
- Recurring Charges Report
- Ship-To Locations Report
- Statements/Letters/Labels Report
Inventory Control reports
Click Inventory Control > I/C Price/Sales Analysis Reports to set up and generate the following Inventory Control price/sales analysis reports:
- Contract Pricing Report
- G/L Transactions Report
- Markup Analysis Report
- Posting Journals Report
- Price Lists Report
- Sales Statistics Report
- Selling/Price Margin Analysis Report
- Transaction History Report
- Transaction Statistics Report
Click Inventory Control > I/C Setup Reports to set up and generate the following Inventory Control setup reports:
- Account Sets Report
- Alternate Items Report
- Bills of Material Report
- Categories Report
- Customer Details Report
- Kitting Items Report
- Location Details Report
- Locations Report
- Manufacturers' Items Report
- Reorder Quantities Report
- Vendor Details Report
- Warranty/Contract Codes Report
Click Inventory Control > I/C Stock Control Reports to set up and generate the following Inventory Control stock control reports:
- Aged Inventory Report
- Bin/Shelf Labels Report
- Inventory Movement Report
- Item Labels Report
- Item Status Report
- Item Valuation Report
- Overstocked Items Report
- Quarantine Report
- Recall Report
- Reorder Report
- Serial/Lot Number Listing Report
- Serial/Lot Number Quantity On Hand Report
- Serial/Lot Stock Listing Report
- Serial/Lot Transactions Report
- Slow Moving Items Report
- Stock Transactions Report
- Transfer Slips Report
- Warranty/Contract List Report
Order Entry reports
Click Order Entry > O/E Reports to set up and generate the following Order Entry reports:
- Aged Orders Report
- Email Messages Report
- G/L Transactions Report
- Invoice Action Report
- Order Action Report
- Posting Journals Report
- Sales History Report
- Sales Statistics Report
- Salesperson Commissions Report
- Transaction Listing Report
Purchase Orders reports
Click Purchase Orders > P/O Analytical Reports to set up and generate the following Purchase Orders analytical reports:
- Aged Purchase Orders Report
- G/L Transactions Report
- Payables Clearing Audit List Report
- Posting Journals Report
- Purchase History Report
- Purchase Order Action Report
- Purchase Statistics Report
- Shippable Backorders Report
- Transaction Listing Report
Click Purchase Orders > P/O Setup Reports to set up and generate the following Purchase Orders setup reports:
- Email Messages Report