End-your-Reporting-Nightmares-Sage-200-Blog

End your Reporting Nightmares with Sage 200

In Sage 200 by Ryan Evans

Reading Time: 4 minutes

There’s nothing scarier than not knowing what’s going on in your business! This is why it is important to utilize the reporting tools that exist in your System. Two Sage 200 reporting tools that often get buried and forgotten about are Excel Reporting and Workspaces. It’s time to bring these tools back to life and incorporate them into your daily operations!

Excel Reporting

There are over 50 helpful reports within the Excel Reporting tool. One of our favorites here at Itas is the Budget v Actuals report. Keeping an eye on your budgets is important for any successful business. Running out of budget could leave you feeling like you’re in a Stephen King novel!

The Budget v Actual report gives you complete visibility over your budgets and allows you to filter on a variety of criteria including:

  • Period
  • Cost Centres
  • Nominal Type
  • Reporting Categories
  • Nominal Name
  • Department
  • Analysis codes

Once you have filtered down to your budgets you will be able to monitor the status of your budgets, let’s hope you’re in for a treat. The remaining budget for both the month and year is displayed along with the remaining budget percentage.  If you need further analysis, with Excel Reporting you have the ability to add formulas, charts, graphs, and formatting. Don’t worry about having to do this every time you update the report because you can save your updated report and upload it into Sage for future use. If you would like any more information on Excel Reporting don’t be afraid to get in touch, we’re not that scary!

Workspaces

The Workspace reporting tool pulls live data from various areas of Sage into multiple views. This helps users analyze the contents of their system in much more detail. Unfortunately, we don’t have a secret potion to get your customers to pay on time but we do have a workspace that might help!

The credit-control workspace consists of three data panes:

  1. Company overview – This provides us with information about the customers such as their balance, credit limit, the average time to pay, and payment terms. If you did require further information within this pane there are some fields that can be added to suit your requirements.2. Current sales transactions list – Here you can view the individual orders that influence the company overview data. This section is great for finding the troublesome orders and investigating them.3. Additional Details – The final pane can be changed to suit your preference. In the dropdown, there are 10 different categories to choose from. This allows you to view all the information you may need about a company or transaction without going into a different area of Sage.

Utilizing this workspace can help you to make decisions that will speed up your credit control processes. You also have the ability to add and save filters helping you get to the key information faster. One of the best things about this tool is that it displays live data so you know what your viewing is relevant. Don’t forget you don’t need a full Sage user license to be able to view these reports. If you have someone who just needs to be able to view the data within sage, you can purchase a web user license which is considerably cheaper!

Report Designer

However, if neither Excel Reporting nor Workspaces suit your specific needs why not check out the Report Designer tool! Report Designer provides the user with hundreds of pre-built reports across the system. These reports are heavily customizable, so if you think of something that may enhance your report you can add it! With the courses and guides we offer here at itas you will be customizing your own reports in no time. Report Designer is integrated into each module providing you with excellent visibility over all areas of your business.

Alternatively, if there’s a completely new report you will benefit from you can get Sage to make it for you. Don’t forget your Sage subscription includes three free custom-built reports included per year. We also recommend that you keep an eye out for our report of the month blog. Each month Sage will take their favorite, custom-built report and release it online. There may be some useful reports that you’ve never considered, make sure to subscribe to our email updates so that you don’t miss any. To view our latest post discussing the new reports Sage has released click here.

When it comes to Sage 200, users are spoilt for choice! These are just three examples of reporting tools within Sage 200. There are various other reporting capabilities within Sage 200 which all have their own benefits. Whether you already have Sage 200 and you’re looking at how you can get the most out of your system, or you are looking at what it can offer, feel free to get in touch!