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Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

Drill Down Reports

It would be extremely useful if Sage 200 had Drill Down Reports out of the box in the same way that Sage 50 does. Sage 50 customers upgrading see this as lost functionality

Idea Benefit Greater visibility of data to the user. Matches standard functionality in Sage 50
How do you solve for this problem today? Design reports and workspaces, use tools outside of Sage such as Excel or Power BI
Product Variant Sage 200 Professional (SPC), Sage 200 Professional, Sage 200 Standard, Sage for Education
  • Gamal Haddou
    Apr 29, 2025

    yes please do share more information on this.


  • Gamal Haddou
    Apr 28, 2025

    I was quite surprised to realise 200 Std does not have this functionality.

    We don't have Sage BI functionality with the Standard version of 200 and the finance team will miss not being to drill down from a report, as they have been doing so for 10 years with Sage 50.

    I see this idea has been floating around for 7 years! Now it's April 2025 and still no further forward.

    What is your stance please Sage? Are we getting this fairly basic functionality any time soon?

  • elaine disley
    Apr 15, 2024

    I totally agree especially the TB , P&L and BS. as we have spent days on creating these for a client.

  • Tony Davis-Coyle
    Nov 27, 2023

    Sage 200 already has this functionality, but it's not implemented very often. In fact, the last time I did it was probably 10, or more, years ago.

    I have an example where I run an account listing and then drill-down into transactions for a customer, but then am able to reprint an invoice directly without having to run a separate report.

2 MERGED

to be able to click a link on a trial balance report to see what amounts make up the total for each nominal, as Sage 50 does.

No description provided
Guest about 7 years ago in Reports 0 Idea Accepted - Gauging Support