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Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

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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 almost 8 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 about 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

allow additional fields to be added to excel reporting reports

client would like to add the user field to excel reporting report cashbook transactions but not on the list of fields available in the pivot table tools analyse section
joanne scott almost 9 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Provide Sage 200 Educational users with a compatible file(s) to Import the ESPO/ YPO Product Catalogs

More and more Educational establishments are taking up Sage 200 Standard Online. A number of these institutions rely on the ESPO and YPO product catalogues for stock inventory. Currently both ESPO and YPO provide rudimentary import files which are...
Guest over 8 years ago in Stock catalogue import 0 Idea Accepted - Gauging Support

Excel Reporting for Sage 200

Report directly from excel to help analyse the data in a more in depth manor and in line with existing processes
Guest over 2 years ago in Excel Reporting 2 Already Exists

To be able to drill into Committed costs on Nominal Outturn Report

Logging on behalf of a customer who cannot access Ideas Hub. The Nominal Outturn and Nominal Outturn by report category shows committed costs of Purchase Orders received but not yet invoiced, via Excel Reporting. You can drill into this to see the...
Guest over 2 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

FInancial Data Layout to be sorted by the order you add things NOT alphabetically

We have customers running excel reporting and the order goes group - gross profit - sub group - Sales - sub group - purchase. this is for cost and revenue and we all know P and L goes Sales then purchases. What Sage does is sort this alphabeticall...
Guest over 2 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Allow nominal ledger analysis codes to be used for reporting such as funds or budget forecast returns etc for academies

MATs using a single database within Sage for Education are unable to easily to allocate nominals and transactions to funds. One way would be to use the nominal analysis fields but it is not possible to report on nominal totals by analysis field. A...
Guest over 2 years ago in Month End Report Suite for Schools 0 Idea Accepted - Gauging Support