Sage 200 UKI Ideas Portal

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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 almost 2 years ago in Excel Reporting 4 Idea Accepted - Gauging Support

    Sage report criteria dropdown selections are too slow

    When running various reports in Sage such as the 'Receipts and Despatches' report, criteria selections can be very slow to load, for example if you select criteria 'Order/Return Number:' Is and click the drop down, it takes 7 seconds on a small da...
    Tim Critchley 6 months ago in Criteria 2 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 2 years 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 4 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

    Add Excel Pivot on Invoicecredit and Invoice Credit Line

    Useful to bolster existing trading reports e.g. if stock updated by despatch date then such trading information is unavailable.
    Owen Orr 6 months ago in Excel Reporting 1 Further Information Required

    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 6 years ago in Excel Reporting / Roles 0 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 over 1 year 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 about 8 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 about 8 years ago in Excel Reporting 1 Not an idea

    Saving criteria in Report Designer to be retained

    A customer of ours is using a report but wants it to default to a particular range via saving the criteria in the report designer design mode. When running the report this isnt saved so has to be manually entered. They could save the criteria on r...
    Gary Butler over 4 years ago in Criteria 0 Idea Accepted - Gauging Support