Sage 200cloud Report of the Month – Autumnal Reports 2019!

In Business Management Software, Sage 200 by Tom Leslie

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Welcome to the Autumnal Reports blog! Fresh with the last three report releases from Sage. Now I know you have been sitting at the edge of your seat waiting for it to drop, but if this is your first time seeing our quarterly blog post then there is some basic information you need to know.

As well as your three free reports you can claim from Sage, they also release monthly reports that cover a wide range of modules. We take a look at these reports for you and try our best to describe what they can do for you every quarter! These reports are known as the ‘Report of the Month‘ and are released by Sage towards the start of the month. The reports, in particular, have either been suggested by end-users or requested by Sage Partners.

This quarterly blog is a quick summary of the information you can get within each report.

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

October: Purchase Ledger 12 Month Gross Purchases

Module: Purchase Ledger

To start us off this Autumn is October’s report. This report is for your Purchase Ledger module. You can use the report to bring through 12 monthly values posted to the supplier records. Useful for when you want to see a monthly total for each suppliers you have purchased off for the last 12 months.

Purchase Ledger 12 Month Gross Turnover

The following fields found are:

  • Account ID
  • Account Name
  • Accounting Period 1 -12

November: Sales Ledger 12 Month Gross Turnover

Module: Sales Ledger

The second report for Autumn was released in November. Your eyes are not tricking you this does look the same as above, with one major difference. This report is similar to last month’s report for Purchase ledger that was dropped in October. This report is useful to look at which customers have added the most turnover and which months.

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Sales Ledger 12 Month Gross Turnover

The following fields found are:

  • Account ID
  • Account Name
  • Accounting Period 1 -12

December: Fixed Asset Activity by Location

Module: Fixed Assets

Just as the last leaf drops so must the last report drop for Autumn. Available since December this report is to be used with your Fixed Assets. The report will pull back a list of your fixed assets but group them by location. This would be useful to find out which assets are where and useful for internal auditing purposes.

Fixed Asset Activity by Location

The following fields found are:

  • Location
  • Asset ID
  • Asset Name
  • Assets Status
  • Depreciation Date
  • URN

Where can you get the Reports from?

Do these reports sound like your cup of tea? If so, you can find them here. The web page has the full list of free reports – take a look and see what else you may have missed out on. It’s split into the various sections which include the Report of the Month, Archive, Free of Charge Report Library and the Wish List Report Library.

The Free of Charge Library has reports which Sage has created and made available to download for free. These are listed under each other modules in Sage 200cloud for you to access and look through easily. The Wish List Library is similar to the Free of Charge Library as these 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.

Once 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 Report to your Menu”.

Conclusion

Remember, if you don’t find the report you are looking for you can always speak with Sage and request a report from them directly. As long as you are a member of Sage 200cloud Services then you get three free reports from Sage annually! Again, see our list of help and user guides on how to request this. If you have any questions about reporting in Sage 200cloud, or would like to learn to build your own reports why not take our Report Designer Course.


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