Sage 200 Free Report of The Month – Winter 2021

In Sage 200 by Callum Edwards

Reading Time: 4 minutes

Happy New Year! We hope you all had a wonderful Christmas. We have one Christmas present that Santa couldn’t leave for you under the tree, free Reports for all our Sage users! Keep reading to see what the latest reports have to offer.

If you haven’t seen our Report of The Month Blog, then where have you been!? Keep reading to see what it’s all about.

Every day Sage receives requests and suggestions from their business partners and end-users on how to improve Sage. A large amount of the requests are to do with reporting on Sage. So, they take the best and most requested ideas and create reports and layouts to help improve the quality and efficiency of your Sage experience. The reports cover the majority of modules across Sage such as Sales Ledger, Purchase Ledger, Nominal Ledger, Sales Order Processing, Purchase Order Processing, Cash Book & Stock.

To ensure all of our valued Sage users are in the loop, we write this blog every quarter, so that you are up to date with the latest reports. We have also included screenshots, a description of each report to help you decide whether a report will be beneficial to you and links to where you can find them.

If you like the sound of our report of the month blogs and want to see what other reports are available then click here, to see our previous post.

Maybe your New Years resolution is to get some better reports! Luckily, you’re in the right place.

All the reports available are compatible with Sage 200cloud Ver. 8 (2011 Service Pack 7) onwards unless otherwise stated.

October: Profit and Loss (MTD-YTD Budgets Variance)

Module: Nominal Ledger 

Software: This report can be used with Sage 200 Professional, Sage 200 Extra Online, Sage 200 Standard and Sage for Education.

It’s been a while since we had a report for the Nominal Ledger. Check out this Profit and Loss report. This report is based on the standard Profit and Loss (MTD-YTD-Budgets) that now includes a variance column.

October - Nominal Ledger Budgets Report

October - Nominal Ledger Budgets Report 2

This report is great for keeping an eye on those budgets and making sure you are sticking to them, or at least trying to…

The following fields in this report are:

  • Budget
  • Actual
  • Variance
  • Trading Income
  • Trading Expenses
  • Gross Profit
  • Total Non-Trading Income Profit Before Overheads
  • Total Overheads
  • Net Profit/Loss

November: Profit and Loss (MTD- YTD Budgets Variance) by Cost Centre

Module: Nominal Ledger

Software: This report can be used with Sage 200 Professional, Sage 200 Extra Online, Sage 200 Standard and Sage for Education.

Just like waiting for the bus, the first one takes forever and then two come at once! Sage thought the first Profit and Loss report with a Budget Variance column was so good they better do it again, only this time by Cost Centre. So you can really narrow down on those budgets. Just in time for Christmas!

November - Nominal Ledger Budgets Report with CC

The following fields in this report are:

  • Budget
  • Actual
  • Variance
  • Cost Centre
  • Profit and Loss

December: 12 Month Invoiced Quantities by Stock Code

Module: Sales Order Processing

Software: This report can be used with Sage 200 Professional, Sage 200 Extra Online, Sage 200 Standard and Sage for Education.

To round off a great year of reports, we have a report for the Sales Order Processing (SOP) Module. This report shows you how much you have invoiced for a stock item per month.

December - 12 Month Invoiced Quantities by Stock Code

A useful report for keeping track of which stock items or products are selling well in each month.

 

The following fields in this report are:

  • Stock Code
  • Description
  • Months
  • Totals
  • Date and Time

Want to know where you can find these reports? 

If you think these reports could be beneficial to you and want to find out more, please click here. We recommend taking some time to look through the full list of reports that are available. A good report could save you and your colleagues a lot of time and effort.

Sage’s website separates the reports into different sections which include the Report of the Month, Archive, Free of Charge Report Library, and the Wish List Report Library.

The Free of Charge Report Library are reports which Sage has created and made readily available to download for free. These are listed under each module in Sage 200cloud for you to access and look through with ease.

The Wish List Report Library is similar to the Free of Charge Report Library. They are also free but have been requested in the Ideas Hub from Sage 200cloud Customers. Sage has made these available and again, has listed them per module.

After you have downloaded the report you want, you can use our guide, “How to add a Report to your Menu”. Please click here to see a full list of our help and user guides, including “How to add a Reports to your Menu”.

How to request a report from Sage

If you can’t find the report you were looking for or want a report that’s a little more tailored to you, you can request a report from Sage. You have to be a member of Sage 200cloud Services to receive this benefit. If you are, you can request three free reports from Sage annually. See our list of help and user guides on how to request your free report. They cannot be carried over to the new year so get them in while you can. If you have any questions about reporting in Sage 200cloud, or would like to learn to build your own reports why not take a look at our Sage 200 Report Designer Course!

Sage-200-Online-Onsite-Training-Big-Banner-CTA