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Sage 200 UKI Ideas Portal

Enabling Custom Reports access through API calls

I'm currently working on a project that involves creating dashboards in Power BI, which requires integrating with our company's accounting software, Sage 200 Standard Edition. I successfully downloaded the Power BI component to link the two systems and have built dashboards using the standard data brought in through the API. I've also expanded the integration to include Supplier invoices and product data from the Sage 200 API.

However, I've encountered a significant issue when reporting on the cost of purchased products. The API pulls the average buying price as the cost price for sales orders, rather than the actual price paid at purchase order. This leads to inaccuracies when trying to report on product costs.

Allowing users to call custom reports would provide much-needed flexibility in the data they can pull for reporting. Currently, I’m unable to accurately match cost figures with revenue figures on a product-by-product basis to calculate gross profit (GP). While I can report costs on a business-wide scale, the lack of product-level cost data forces us to revert to exporting sales data monthly and processing it in Excel. Implementing custom reporting capabilities would resolve this issue by enabling users to access the specific data needed for accurate reporting.

Idea Benefit Enable users to pull the exact data they need.
How do you solve for this problem today? Currently export sales data once a month into excel which I then feed into power bi compared to having it refresh automatically overnight meaning all figures are up to date and refreshed.
  • Eddie Chadwick
    Reply
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    Jan 27, 2025

    As I haven't heard back I thought I would post more information here.

    I was hoping the current API could be developed to be able to access custom reports from within Sage and pull in the data that is within them. For example we have a sales orders report which pulls accurate costing and sales prices along with the product information, similar to the api call invoice_credit_live_view, but this report matches the costing rather than using the average buying price which is what is used by the api calls.

    We have a number of other important custom reports which would also benefit from being able to be accessed via API calls, which would improve business function.

    <redacted by sage>

    Regards,
    Eddie

    4 replies
  • Eddie Chadwick
    Reply
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    Jan 22, 2025

    Hi Jo Kirkup,

    Sorry I haven't been receiving your requests. Could you let me know what email the request comes from.


    Regards,

    Eddie

    1 reply
  • Admin
    Jo Kirkup
    Reply
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    Jan 22, 2025

    We've been trying to get more information on this idea, we're unable to progress a review without it. If we do not hear from you then we'll close this idea.

    2 replies
  • Admin
    Jo Kirkup
    Reply
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    Nov 11, 2024

    Thanks for the idea, our team have tried to contact you a number of times to discuss this further. If you can please respond to those requests as we need to speak to you to ensure we understand your ask correctly.