| Type of Reporting | Excel Reporting for Sage 200 Professional | Business Intelligence |
| Description | - Customers receive nominal, customer, supplier and stock item Excel Reports out of the box. Each report is a Microsoft Excel workbook.
- Upon subscription of Excel Reporting for Sage 200 Professional, a range of Financials transactional reports are made available to the customer.
- In addition, customers can purchase further Sage 200 Excel Report packs such as the Financial Layouts and Stock Packs.
| - Powerful pre-defined data cubes that enable a 360 degree view of data.
- Sage 200 Business Intelligence has 5 financial data cubes, 8 commercial data cubes and 3 Project Accounting cubes.
- Over 60 pre-defined reports to support analysis out of box.
- Data can be viewed as historical (As At) or current (latest status).
|
| Typical Role | Useful for all types of users | Managing Director or Financial Controller |
| Example Case | - Sales Manager running the Customer Turnover By Period workbook, to slice data by analysis code to view the total value of invoices for each region, or filter by period.
- Purchase clerk running the Supplier Suggested Transactions workbook to review the payments that are to be made.
| - Sales manager analysing sales trends overtime running Order Book Status Year to Date report to analyse current sales orders against prior period and prior year.
- Sales manager running top 20 Selling Products and 20 Least Profitable Products to identify which are most popular, which are not selling, and spot seasonal trends.
|
| Benefits | - Allows customers to report on comprehensive data and perform more detailed analysis within the familiar format of Microsoft Excel.
- Quickly extract data with a single click to then slice/dice with pre-defined filters and slicers, format, pivot and run deeper analysis whilst retaining the familiar layouts of Sage 200 Professional reports.
- Easy to customise by adding other data and worksheets which can then be saved and uploaded as a new workbooks to Sage 200.
- Quick and easy to use with no setup or knowledge of Sage 200 Professional required.
| - Enables comprehensive analysis of data with the ability to highlight trends based on historical or current data.
- Easily review the performance of the business - spot areas of growth, review performance on prior year.
- Keep data refreshed and distribute reports via scheduled tasks. Create report sets and link reports to save essential time.
- Perform analysis within the familiar environment of Microsoft Excel.
- No knowledge of Sage 200 Professional required.
- As well as the pre-defined reports, more advanced users can define their own reports using the cubes of data.
|