5 Simple but Effective Ways to Get Custom Reports in Your Sage 200

In Sage 200 by Sioned Roberts

Reading Time: 3 minutes

Do you know all your options?

Custom reports are there for you to have what you want out of Sage 200, whether that be more detailed reporting or reports that are easier to read!

There are a number of options out there for you, do you use any of them?

After researching your options, and gathering some feedback from our own customers, I have listed out the main options for you below, so you can choose just the one or go for them all!

It’s up to you!

 1. Enroll in one of our Report Designer Courses to learn how to DIY…

Why not learn the skill yourself so that you can invent and design your own custom reports and layouts specific to your needs as a company? We hold regular Report Designer Online courses so that you can learn either from home, at work or on the go. The course can cover a number of topics, from a very beginner level of simply opening a report to the far more advanced level of creating joins to bring in various tables into any report or layout. However, if you learn better in a classroom environment, we can do that too! We can come to you, or you can come to us!

2. Learn report designer using our Report Designer E-courses on our YouTube channel… 

We have recently released Report Designer E-courses that we provide as a starter pack for our customer’s pre-training. This course talks you through the basics of navigation within report designer, adding images and fields into the report or layout. This is great if you only want to add a logo onto your layout so that they are specific for your company and not just the generic. It also provides you with the confidence of saving the layouts without overwriting the defaults.

3. You may not know it but… You are entitled to 3 free reports a year from Sage Services! 

That’s right… FREE! As part of Sage’s support for you, they provide you with a number of free custom reports. Yes, there are limitations, but to be fair… not many! They have a whole library of reports for you to choose from, or you can even design your own! If you’d like to know more about the limitations that Sage has for this, they document it all on their website. Holly has also put together a guide explaining exactly how the process works for you! Click here to view Holly’s Guide on How to Request a Free Report in Sage 200.

3. Give one of our report designer guys a challenge and fill in a report request form for a quote!

There is nothing our report design team hates more than to think that there is something that they cannot do! They are dedicated to designing the very best reports they can. This is for you to have exactly the detail you want in your report, and in the format that you find best.

Why not fill in one of our report request forms? Please see the bottom of the page to fill a form out.

4. Subscribe to our monthly newsletter ‘Sage 200 Buzz’ which includes a ‘report of the month’… 

Each month we release a newsletter with links to our latest blogs, guides, podcasts and a ‘report of the month’ directly to your inbox. Are you missing out? If you’d like to sign up, please do!! We even have a guide on adding these custom reports into your menu in Sage 200!

5. Upgrade your support with us to ‘MAX’ for unlimited reports :

How many do you really want?! Do you just not have the time to be putting these together, but have loads of ideas about how efficient reporting would improve your business’ processes? We give our MAX support customers an unlimited number of reports. If it can be done, we’ll do it for you! Not only do you have our unlimited reports. You can have any of our custom reports from our reports library!

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