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Reports and exports · How-to guide

Filter Sage reports by date, status, client, staff, amount or score

Detailed client guidance covering filter Sage reports by date, status, client, staff, amount or score, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.

Audience: Administrators, finance staff and authorised integration operatorsPermission: ReportsModule v1.0.0
Jump to steps
Where to goSage Accounting Automation → Reports
Before you startConfirm the intended tenant, remote account or invoice context, and your Reports access. Keep credentials and tokens out of screenshots, tickets and exported evidence. If a previous write may have reached an external service, verify remote state before retrying.

What you’ll accomplish

Detailed client guidance covering filter Sage reports by date, status, client, staff, amount or score, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector. This article is intentionally scoped to the behaviour enforced or exposed by the supplied module and does not treat provider marketing features as implemented integration capabilities.

How the workflow fits together

The connector keeps native CRM records authoritative while mapping verified Contact, Sales Invoice and Contact Payment evidence in Sage. Queue, exception, API, reconciliation and compliance records are separate evidence layers, so each material action should be verified at both the native and remote sides.

Follow these steps

  1. Open Sage Accounting Automation → Reports.
  2. Confirm you are in the intended tenant and connected business and that your role has the required Reports access.
  3. Choose the report type that matches the evidence question.
  4. Apply the smallest useful date/status/client/staff/amount/score filters.
  5. Generate the dataset and check row count plus key totals before export.
  6. Export or email in the required format; for spreadsheets, keep formula-neutralization intact.
  7. Record or save the definition when the same evidence needs to be reproduced later.

Fields and decisions to review

This guide’s focusDetailed client guidance covering filter Sage reports by date, status, client, staff, amount or score, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.
Report typesAvailable report datasets cover reconciliation, invoice synchronisation, exceptions, compliance, API activity and document intake.
FiltersReports can filter by date/time, status, client, staff, amount, score and free-text search where the dataset supports it.
FormatsExport formats are PDF, XLS, CSV, JSON and HTML; report files can also be emailed as attachments.
Saved definitionsA named report definition can be retained with private, shared or organisation visibility.
Row limitThe default maximum is 10,000 rows; supported settings accept a bounded range of 100 to 100,000.
Spreadsheet safetySpreadsheet-oriented output neutralizes formula-style cells so exported data is not interpreted as an executable spreadsheet formula.
PDF page formatThe package contains A4/Letter portrait/landscape PDF generator options internally, but the current Settings form does not expose those option keys for editing.

How to confirm it worked

Reopen the native record and the relevant integration history/register. Confirm the stored remote accounting identifier, exact amount/status, latest timestamps and the expected audit or reconciliation evidence. If the provider-side state cannot be independently verified, keep the task unresolved and use the controlled exception or troubleshooting flow.

Questions clients commonly ask

What should I verify before I trust the result?Verify the native record, the mapped remote record, the stored remote identifier, the current status/amount and the audit or history evidence. A success message alone is not the accounting evidence.
Should I press the action again after a timeout?Not until you have checked the remote accounting service and the Exceptions/API evidence. A timeout can occur after the remote side accepted a non-idempotent write, so a blind retry can create a duplicate.
Does the connector replace the native CRM record?No. Native clients, invoices and payments remain the operational source records. The connector records mappings, remote evidence and controlled reconciliation around them.
What should I include in a support case?Include the native record ID, remote ID if known, date/time, action, exact visible error and request/audit identifier. Never send client secrets, access tokens, refresh tokens or authorization headers.

Technical basis for this guidance

This guide was checked against the supplied module code paths: controllers/Sage_accounting_automation.php; models/Sage_accounting_automation_model.php; libraries/Sage_api_client.php; libraries/Sage_reconciliation_service.php; libraries/Sage_document_import_service.php; views/admin; install.php; docs/FEATURE_MATRIX.md. It documents shipped behaviour, validation, routes and evidence controls; it does not claim successful live provider network calls from offline inspection.

Controls, checks and common mistakes

  • Work in the intended tenant and remote accounting/business context.
  • Do not paste credentials, access tokens, refresh tokens or private keys into tickets or notes.
  • Do not bypass a missing mapping, validation error, permission gate, duplicate check or remote-verification requirement.
  • Do not repeat a non-idempotent write until you know whether the previous request reached the remote service.
  • Keep native record, remote evidence and audit/history state aligned before closing the task.
Provider and accounting boundaryThe package contains A4/Letter portrait/landscape PDF generator options internally, but the current Settings form does not expose those option keys for editing.
Browse connected topics: Reports and exports Sage Accounting Automation Accounting & Bookkeeping
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