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Excel Reporting

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Improve Excel VAT Transactions Report

The current VAT Transactions report (Excel) records the VAT on Sales Invoices as a positive amount, rather than as a negative amount and Sales Credits as negatives instead of positives so that the cumulative total differs from the VAT return. Can ...
David Waller 9 months ago in Excel Reporting 4 Idea Accepted - Gauging Support

Export / Import Excel Financial Statements

To have the ability to export and import your Excel financial statement layouts like you can with the main ones. Seems mad that you can't already.
David Shearer 6 months ago in Excel Reporting 0 Idea Accepted - Gauging Support

Add narrative column to excel report Supplier Transactions

I would find the Supplier Transactions report, which can be found in the excel reports, much more useful if a column showing the narrative was included. When processing invoices we leave the default narrative, which includes the supplier code and ...
Guest over 1 year ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Reporting - Revenue and Cost report: flip sign on budgets

A client is using the Excel Revenue and Cost report to extract budgets and actuals from Sage 200 for reporting. The actual values are signed flipped, so that the revenue credits are displayed as positives and the cost debits as negatives. Budgets,...
Gregor Imrie over 3 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Sage 200 web users able to drill down into budget line details

We have rolled out "My Budget Overview" access to our managers for keeping more up to date view on budget spend than monthly management accounts allow. However it would be useful if the figures in actual/committed POs/etc columns were able to be d...
Jo Clarkson over 5 years ago in Excel Reporting / Roles 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 almost 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 almost 7 years ago in Excel Reporting 1 Not an idea

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 6 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

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 almost 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 almost 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support