Sage 200 UKI Ideas Portal

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    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

    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

    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

    Accruals - Allow for more than one Nominal Code/Cost Centre

    Ability to code an accrual to more than one nominal code/cost centre to take into account invoices where there are multiple different costs (e.g. mobile phones to different cost centres etc)
    Guest about 4 years ago in Prepayments/Accruals 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 over 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

    Split Prepayment & Accruals to more than one Profit and Loss Account

    Split Prepayment & Accruals Journal Entries to more than one Profit and Loss Account i.e. departmental or Cost Centre split based on %
    Guest over 10 years ago in Prepayments/Accruals 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 about 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 about 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 about 2 years ago in Excel Reporting 0 Idea Accepted - Gauging Support