Sage 200 analysis and reporting
The key to any business software is not just the accurate recording of transactions but also the
accurate and timely delivery of reporting and analysis helping management make informed
strategic decisions quickly.
Sage 200 gives you the ability to analyse information across your business, such
as top customers, best selling products and product history. Throughout Sage 200
custom analysis codes allow you to analyse information in any way you want. You
may choose for example, to categorise your customers by region, sales person and
account type, so you can analyse sales performance across these categories.
Key Features and Benefits
- Drill Downs/On Screen enquiries - From the main Sage 200 screen
and throughout the system, key user specific business information is readily available.
Intelligent drill downs allow you to view detailed information, to transaction level
if required. Additionally you can drill across to view all related information.
For example, you can view the Nominal Ledger as a Profit & Loss and Balance
Sheet, drilling down to view nominal accounts and all related transactions. Drill
down from the customer record to individual transaction and view or print associated
order or invoice details.
- Excel Integration - Enhanced Excel integration allows information
from Sage 200 to be quickly and easily uplifted into an Excel spreadsheet without
the need to re-key or manually export or import data. A library of Excel functions
are supplied to allow financial and commercial information to be pulled into Excel
for analysis. Sample spreadsheets are supplied for Profit and Loss, Balance Sheet
and Key Performance Indicators. It is easy to amend these or create new spreadsheets
to suit your own business.
- Report Designer - Sage 200 is supplied with over 250 ready-made
reports covering all aspects of the system, plus a wide range of documents such
as credit letters and invoice layouts for everyday use in your business. With the
inbuilt WYSIWYG Report Designer tool, you can easily customise these reports and
documents or add new ones from scratch. The same Report Designer is used in Sage
200 as in Sage 50 accounts - so it will be familiar to anyone who has used Sage
50 before. New fields can be added using a wizard; using the in-built Expression
Engine you can also add fields which calculate values ‘on the fly’, based on custom
formulae. In addition logos and other graphics can easily be added to customise
your reports and documents. When you run a report, a powerful filter helps you select
the information needed. This includes any appropriate custom analysis codes. For
example, you could run a sales report based on a particular region or salesperson.
You can save particular ‘reports’ for future use and frequently-used reports can
be added to the Sage 200 menu for easy access. Reports and other documents can be
previewed, e-mailed, printed directly or sent to a print manager for printing at
a convenient time. Access rights for the print manager can be set to ensure that
sensitive documents are not accessed inappropriately.
- Budgetary Control - A key strength of Sage 200 is its advanced
budgetary control plus, its ability to analyse the performance of cost centres and
departments within your business. Analysis of budgets versus actual can be viewed
graphically, with the option of displaying up to five years of historical data and
the coming year’s budgets. By drilling down to the individual transactions you can
easily see the detail behind those trends. Support is also provided for the consolidation
of multiple companies, including those with different operating currencies.
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