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Sage 200 UKI Ideas Portal

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Business Intelligence and Memo accounts

Currently Memo Accounts are not available to use in Sage 200 BI. Only group and posting accounts are shown. Memo accounts are present in the Data warehouse. Can these be added for future use?
Guest almost 8 years ago in Business Intelligence 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

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

Shrink Business Intelligence Database

As many Sage 200 customers have been using Business Intelligence for potentially several years now there is no way to remove/shrink the size of the database for it other then creating a new database which then looses the As At cube information
Andrew Siddles almost 7 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

Being able to use Product Group Name in BI

At the moment we can only use Product Group Code, which is fine for me as I can remember which is which. But my Directors want to see sales by Product Group Name, can this be added into a Cube?
Catherine Bywater over 7 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

Original budget values not available in Business Intelligence

On the Winter 2017 enhancements a new feature was introduced for Original budget values on nominal accounts. It seems this is not currently available in BI.
Jamie Davies almost 8 years ago in Business Intelligence 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