Once a month Sage releases a report that can be added to your system by your Sage business partner for Free! These reports are referred to as the ‘Report of the Month‘ and are released towards the start of the 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.
To update you on these reports, we are releasing quarterly reports (much like this one you’re reading) to give you the heads up. 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.
July: BOM Costing History
Module: Bill of Materials (Manufacturing Users Only)
The first report of summer is from July. The report is for the Bill of Materials module but only for the users of the module. You can use the report to bring back the basic BOM information. This is useful to look over the costing history for when you need to analyse them.
Note: Sage 200 2015 or above
The following fields in this report are:
- BOM Reference
- Version
- Product Group
- Quantity
- Cost (Labour)/Cost (Machine)/Cost (Tooling)/Cost (Materials)/Cost (SubContract)/Cost (Total)
August: Nominal Ledger Budgets with Original Budget
Module: Nominal Ledger
The second report of the summer is released from August and is for the Nominal Ledger module. This report will pull through similar information to the Summary Budgets report but also show additional information regarding the original budget. This report would be useful to use when comparing the original budget against the current and actual budget for the year.
Note: This report is for Sage 200cloud Winter 2017 Enhancements or above / Sage 200cloud Standard or Sage for Education
The following fields in this report are:
- Posting Account Number/Cost Centre/Department
- Original Budget/Current Budget/Actual Budget
- Periods
- Balance
September: Works Order Summary
Module: Work Order
The final summer report for this post is from September. This report is to be used with the Sage 200 Manufacturing module of Works Order. The report will bring back the work order with BOM reference, Cost and Status. This would be useful to show a list of your works orders with the BOM information you may need to check over.
Note: For use with Sage 200 Manufacturing.
The following fields in this report are:
- Works Order Number
- BOM Reference
- Work Order Status
- Cost of BOM
- Stock Required
- Stock Outstanding
- Work Order Status
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 Report Library are 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 Report Library is similar to the Free of Charge Report 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.
Tom is one of our support heroes you will speak to or reach on email. He is certified in Sage 200 Financials, Commercials & Sage 200cloud Standard products, and a whiz at customizing reports and layouts.
Tom is the office geek, having knowledge in all areas of geekdom and is always the first choice when it comes to pub quiz members. In his spare time, Tom enjoys gaming, quizzes, and running and playing Dungeons & Dragons.
