Sage 200 Report of The Month – Spring 2021

In Sage 200 by Callum Edwards

Reading Time: 4 minutes

It’s that time again. We can’t believe it either! In the blink of an eye, we are halfway through the year. So, don’t waste any more time, let’s see what the latest reports for Sage 200 can offer you!

If this is your first time here, you have missed out on some wonderful reports. But don’t worry, we’ve got you covered. All of our previous report of the month blogs are still available to read. You may find that one report you were searching for!

If you don’t know what we are talking about, here’s a quick explanation.

At the beginning of each month, Sage releases a new report which they refer to as ‘Report of The Month’. The reports are produced from suggestions or requested by end-users and Sage partners, so they are extremely useful. They cover the majority of modules across Sage such as Sales, Purchase & Nominal Ledger, Sales Order Processing, Purchase Order Processing, Cash Book & Stock. The best part is they are all free and easy to implement into your Sage system.

Every quarter we release this post, to keep you in the loop. It’s a simple breakdown of what each report does, making it easy to decide whether or not the report would be useful to you. We have also included screenshots and a link further down the page which takes you to the reports on Sage’s website.

Enough chit-chat, let’s get down to business!

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

April: POP Purchases by Nominal Code for 2 periods

Module: Purchase Order Processing

Let’s start off with a BANG… Or a POP, because this report is for the POP module. This report shows by nominal code, the invoiced net purchases for each supplier for two specified periods. The currency is set to the programs base currency. Both date range criteria fields must be populated in order for the report to run. Great for comparing invoice amounts for two different periods.

April 2021 Report

The following fields in this report are:

  • Account Number
  • Account Name
  • Period Date
  • Nominal Total
  • Report Total

May: Cash Book Supplier Payments and Refunds Report

Module: Cash Book

This report does what it says on the tin. Do you want to see the payments and refunds per supplier? Then this report is for you. It allows you to see the transactions by Unique Reference Number, which bank account they are going into and the totals of credit and debit amounts.

May 2021 Report

This is very useful for seeing which suppliers you are spending the most money with and also which suppliers you are asking for refunds from.

The following fields in this report are:

  • Account Reference
  • Account Description
  • Account Number
  • Account Name
  • Account Type
  • Unique Reference Number
  • Transaction Type
  • Debit and Credit Amounts

June: Sales Ledger Net Values for 2 Periods

Module: Sales Ledger 

Last but by no means least, a report for the Sales Ledger. This report shows by customer a total value of invoice – credits for the 2 period dates used to run the report against. When running the report dates must be put into all fields relating to period 1 and 2 criteria to be successful.

June 2021 Report

The following fields in this report are:

  • Account Reference
  • Account Name
  • Period Date
  • Net Values
  • Report Totals

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 (learn about it here) 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”.

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. 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!