In the Spotlight: Sage 200’s Excel Reporting Module

In Business Management Software, Sage 200 by Jamie

Reading Time: 4 minutes

Ah, Excel – the tried and true companion of business and finance professionals! Today, we’re delving into a vital component of any effective financial system: reporting!

We understand the challenge of wrangling vast amounts of data into coherent, reader-friendly reports. In Sage 200, you’ll discover a wealth of reporting options eagerly awaiting your exploration. and today we’re shining a spotlight on a gem that often goes unnoticed – the Excel Reporting module!

How to use Excel Reporting 

The Excel Reporting module is incredibly intuitive and easy to use, just navigate to the Excel Reporting module, update the report of your choice then download it! It’s as simple as that.

  1. Select the Excel Reports Module
  2. Select a Report
  3. Update the report with most recent data
  4. Open or Save the newly updated report

No matter which report you’re working on, there are some familiar features that you’ll find in all Excel reports.

    • On the top and left-hand sides, you’ll spot the primary filter menus. Depending on the report type, these could cover aspects like financial year, warehouse, transaction type, or account type. Initially, these filters allow for single selections, but you can easily switch to multi-select by clicking the button at the top-right of the table.
    • The heart of the report lies in the data table. Here, you have the power to apply filters and sorts using the column headers, giving you the flexibility to customise your data set on the go!
  • As you explore your report, you might notice multiple sheets at the bottom of Excel. Some reports come with additional elements like graphs, comparisons, and smaller reports that draw from the same data, such as budget comparisons. Regardless of the specific report, you’ll always have the main report sheet and a data sheet neatly prefixed with Sage_.”

How to use Sage 200 Excel Reporting

Now, here’s a nifty little trick with Excel Reporting: there are actually some extra values and fields tucked away, not immediately visible in the report. To reveal the complete list of available fields, simply click anywhere within the main PivotTable.

Then, head over to the PivotTable Analyze tab and hit the Field List button. From here, you can effortlessly incorporate any additional fields that you might want to include in your report. This comes in particularly handy when you want to add those custom analysis codes specific to your business!

Excel Reporting Field List

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Benefits of Excel Reporting

Excel, is a steadfast companion in the world of finance! Its arsenal of tools and features empowers you to swiftly sift through and mold your data into clear, insightful statements about your business or its various components. The agility to apply filters and criteria on the fly is what truly sets Excel Reporting apart as a formidable tool!

While Sage 200 offers its own array of report tools and inquiry menus, when it comes to swiftly maneuvering through hefty datasets, Excel Reporting takes the lead. With an impressive repertoire of 52 reports spanning across multiple ledgers, you’re bound to find the perfect fit for your reporting needs whenever they arise!

How to get the most out of Excel Reporting

We’ve just begun to explore the capabilities of Excel Reporting! With a few simple steps, you can unlock even more potential from these tools.

Financial Statements 

Before you’re able to use the assets and liability or revenue and cost reports within Excel reporting, you will need to ensure you have built your layouts using the financial data designer.

Making Customisations

Ever thought about adding your own logo or adjusting the branding? Perhaps including or removing specific fields? You can do all this and more in real time. Plus, you have the option to save these customizations and seamlessly upload them back into Sage, saving you valuable time for future use.

It’s as straightforward as making your adjustments, saving the file, and then uploading the updated version into the Excel Reporting module in Sage. Just remember to use the original file name and overwrite the existing report.

Deleting and Restoring Excel reports

Recognising that you may not need all 52 reports, you have the flexibility to delete the ones you won’t use. Simply select the report and click ‘delete’ from the horizontal menu.

If you’ve deleted a report or wish to revert it to its original state, head to the ‘Restore Default Excel Reports’ menu. Select the desired report and click ‘Restore’. If you’re overwriting a customised report, ensure you keep a copy in case you want to revisit it later.

How itas can help

Looking to make the most of Sage 200’s Excel Reporting? We’re here to guide you through Sage’s reports and help you become more proficient with your data!

Should you want to discuss how to get started, don’t hesitate to reach out. Call us at 01824 780000 or drop us an email at info@itassolutions.co.uk.

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