Sage 50 Order History Extraction

I work in Sage 50 every day and need a repeatable way to pull precise order-history details for our Customers/Vendors. The goal is to extract the following fields in one clean export:

• customer or vendor name
• order (invoice) date
• invoice number
• quantity ordered
• any extra notes or user-defined fields tied to the transaction

A simple on-screen filter alone isn’t enough—I’d like an automated report, script, or ODBC-based query that I can rerun whenever the data changes. CSV or Excel output is preferred so the file can be shared with our team. If you’re more comfortable delivering it through the built-in Sage Report Designer, Crystal Reports, Python, or another tool, that’s fine as long as the result is reliable and clearly documented.

Deliverables:
1. Working extraction method that pulls only the specified Customers/Vendors and their order-history records.
2. Export file demonstrating the filter.
3. Short walkthrough (text or screencast) so I can update or rerun the process on my own.

Please let me know the approach you plan to use and how quickly you can have a test file ready.