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Sage 200 UKI Ideas Portal

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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

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

Reports that have criteria for Analysis Codes should only list values in the drop down list that are present in the analysis code used in the criteria

eg the default reports installed show all analysis codes in the drop down lists when you click on Criteria, each report has to be amended to restrict the values.
Saeed Malik about 7 years ago in Criteria 0 Idea Accepted - Gauging Support

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

To have the option to enter leading zeros on Report Criteria

It can be quite time consuming have to enter the leading zeros when filling out a criteria on a report. So it would be useful if you could select oneither the criteria within the report, or the report criteria within Sage 200 if you want to enter ...
Guest almost 9 years ago in Criteria 1 Idea Accepted - Gauging Support

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

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