Sage-200cloud-Report-of-the-Month-–-Spring-Reports

Sage 200cloud Report of the Month – Spring Reports 2019

In Sage 200 by Tom Leslie

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Spring has sprung and its time for a cleanup. Where better to start than to see what the next batch of Sage’s free reports has to offer.

In case you’re new to this, Sage produce monthly reports for Sage 200cloud totally free of charge! The reports are referred to as the ‘Report of the Month’ and are released towards the start of each month.

The reports are for a variety of different areas of your Sage system including Sales, Purchase & Nominal Ledger. Sales Order Processing, Purchase Order Processing & Stock. The reports, in particular, have either been suggested by end users or requested by Sage Partners.

Each quarter, we release a blog post to keep you updated on the last three months reports. Its a quick summary of the information you can get within each report. There will also be screenshots and a link to the page to find the report. So, let’s have a look at our last three months!

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

April: Customers with Preferred Items by Product Group

Module: Stock Control

The first spring report we are looking at in this post is from April. The report is for your Stock Control module. It is designed to bring back a list of customers items sorted by their preferred item and then by product group. The report would be useful to check what has been set up for the preferred items and to check if any need to be updated.

Note: This report is for Sage 200cloud Summer 2018 Enhancements or above

Customers with Preferred Items by Product Group

Report of the Month – April, Customers with Preferred Items by Product Group

The following fields in this report are:

  • Account Number
  • Account Name
  • Product Group
  • Item Code
  • Item Description

May: Fixed Asset Activity

Module: Fixed Asset

The second spring report to be released this quarter is from May and is for the Fixed Asset module. The report will bring back a list of transactions relating to the fixed asset activity. This report allows you to see when your fixed assets have been used and/or updated. The report would be useful for checking when specific assets were last valued and if they are currently active or not.

Fixed Asset Activity

Report of the Month – May, Fixed Asset Activity

The following fields in this report are:

  • Asset Number
  • Asset Status
  • URN (Unique Reference Number)
  • User
  • Values

June: Invoice and Credits Summary

Module: Sales Ledger

The third and final spring report for this quarter is from June. The report is for the Sales Ledger. This report will bring back a summary of invoices and credits per supplier. This can be useful when you want to see all the current invoices and credit notes.

Note: Sage 200cloud 2011 Service Pack 7 and above.

Sales Ledger Invoice and Credit Summary

Report of the Month – June, Sales Ledger Invoice and Credit Summary

The following fields in this report are:

  • URN (Unique Reference Number)
  • Transaction Type
  • Reference
  • 2nd Reference
  • Transaction Date
  • Due Date
  • Values

Where can you get the Reports from?

Do these reports sound like your cup of tea? If so, you can find them here. The webpage has the full list of free reports, have 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 Report Library are reports which Sage have created and made available to their customers download for free. These are listed under each other modules in Sage 200cloud for you to access and look through easily. The Wish List Report Library is similar to the Free of Charge Report Library as these 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 have 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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