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Sage 200 UKI Ideas Portal

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Excel Reporting

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Financial Data Designer - Balance Sheet

When creating the Balance Sheet in the excel reporting area, all PL AND Balance Sheet reporting categories are shown, it would be much more efficient if the B/Sheet behaved like the old style financial statement layouts and could have the system g...
Guest over 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Reports - organisation

Can you create a system so we can organise the excel reports - we currently have a long list of reports and it can be hard to find the one you want. A folder system would be useful.
Guest over 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Department budget vs actuals summary

A report in excel that produces a one line summary of budget vs actuals for a specified month and YTD. The report should include totals and full department names to make it as useful as possible. As a school the majority of our internal management...
Guest over 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Reporting (Date/FY) FiIters before opening excel

Some clients, with years + years worth of data, and as such, the functionality to amend the pivot tables, create new graphs etc.. and re upload into Sage to be used next month is not available as the file size is too big. The function to amend and...
Guest over 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Reports - Add Favourites

It would be good to be able add excel reports to favourites
Saeed Malik over 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Add the new Nominal Analysis Codes to all related Reports, Workspaces, BI and Excel Reporting

Please add the ability to report on the new Nominal Analysis codes in Sage 200C to all related reports, Workspaces, Excel workbooks and BI. It would be useful to analyse Nominal transactions and Accounts by these new codes. I have a few customers ...
Guest over 7 years ago in Business Intelligence / Excel Reporting / Workspaces 0 Idea Accepted - Gauging Support

Excel Reporting to data criteria & increase maximum rows limit

Excel reporting has the potential to be very useful, there are 2 limitations that make is not so useful. 1. There is an upper limit of 1 million rows, whilst this may appear to be a high number it is nowhere as high as can be seen in some SQL tabl...
Guest over 7 years ago in Excel Reporting 1 Not an idea

Allow multiple Excel reports to be updateable/ viewable

Within Excel reports there is a check box column down the left side allowing selection of multiple reports. Current functionality greys out the Update and View buttons when more than one report is selected. Could the check boxes be removed to less...
Guest over 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Financial Report Pack to have values for Budget for the Year & Forecast for the Year

Budget for the Year & Forecast for the year are key values for financial analysis, these are not currently available in the Pivot Table Field list
Saeed Malik over 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Ability to create an Excel Workbook based on any area within Sage 200

I frequently have to create SQL Views via an ODBC link in Excel to get additional Excel based reports. Please provide a method to create our own reports and allow these to be linked to most if not all areas within Sage 200 including Project Accoun...
Guest about 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support