Ideas

Showing 24

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

4 VOTE

Excel Reports - Add Favourites

It would be good to be able add excel reports to favourites

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

5 VOTE

Authorised nominal accounts

Add nominal accounts each user is allowed to see on the user settings to reduce mis-postings and confusion.

Guest about 10 years ago in Bank/Nominal - Allow Access To Specific Codes 0 Idea Accepted - Gauging Support

4 VOTE

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

2 VOTE

Nominal Transactions Excel Report Glitch

Hi, I have identified an issue with the Nominal Transactions Report in Excel reporting when you pull this off the reports section for us as we have been with Sage just over 2 years so on this report it shows Current Year, Last Year 2 Year but when...

Guest almost 6 years ago in Excel Reporting 1 Not an idea

2 VOTE

Financial Data Designer to have the same functionality as Amend Financial Layouts

eg Subtotals so that you can show Gross Profit, Operating Profit, EBIT, Net Profit etc Text lines to put spacing in the report At the moment you have manually add a total in the Pivot Table settings for Net Profit etc ...

Saeed Malik over 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

2 VOTE

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

2 VOTE

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

2 VOTE

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

2 VOTE

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

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