Why do we need to make our reporting simpler?
Whether it be for the benefit of the environment (less unnecessary pages printed), the benefit of your company cash flow (better reporting on your finances) or simply to save time and make your life easier (showing you only the information you need).
Who’s going to benefit from a simpler reporting technique?
Everyone! Your peers who are running these reports find it simpler, it saves them the hassle of having to run various default reports and consolidating the details in Excel. Not only them, but your managers and directors analyzing the reports will love the ‘easy reading’ and ‘to the point’ style.
Great! How can you get simpler reporting?!
We have a whole series on simpler reporting in Sage 200. All the reports were created for our customers and have been published as various ‘reports of the month’ in our Sage 200 Buzz. If you’d like to receive this, sign up here!
If you have a particular report you’d find useful, why not send it to us as a suggestion? We are always looking for inspiration from different companies and finding out exactly what you’d find useful!! Please contact us using any of the methods at the bottom of this post!
Alternatively, if you’d like to create your very own custom series of reporting, why not hop over to our YouTube page by clicking here and searching for our free report designer e-course.
If you’d like some more ‘in-depth’ training, we offer all sorts of different training options catered to you. Send us an email using email@example.com to request one of our ‘training brochures’.
Here at itas we are dedicated to getting the information that you require out of the system. We focus on getting it out in the best possible way for you to use effectively and efficiently.
One of our customers has recently been going through the reports they run regularly, They’ve been telling us exactly what information they want and how the report could be more efficient for them.
And as this has been such a hit; it has been entered into our ‘Simpler Reporting in S200 series’. One of the reports I’ve written for this customer was a Simpler ‘Reporting Invoice Listing Report’. As the name suggests it’s a listing of invoices!
Our customer runs this report on a weekly basis to show invoices that have been entered against all their customers within that given week. Using this report they can see who their biggest customers are and how often they are invoicing them.
They then pass the report round various departments in the company to make sure that all items have been invoiced and correspond to the expenses.
This report groups all invoices together against the customer, it shows the main details of the customer i.e. account code and account name and the main invoice details. This includes the invoice number, invoice date and the full gross amount of the invoice. As a footer on each customer grouping, there is a total gross amount for the invoices listed against each customer.
When running the invoice listing you are presented with criteria; it’s within this criteria that our customer specifies the transaction date range of ‘last week’.
Please see from the screenshot below how the invoice listing looks using our demonstration data.
We’d love to hear any of your feedback in regards to the report or the guide; so please send us an email to firstname.lastname@example.org