Sage 200 - Feature comparison for Sage 200 Excel Reporting and Sage 200 Business Intelligence
Description


A variety of options are available that allow you to extend the standard reporting functionality in Sage 200 Professional 2015 or above. The information below will allow you to compare the features and benefits of each to help determine which is best for a variety of different scenarios.


Cause
Resolution

Module comparison

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.

Feature comparisons

Feature Business Intelligence Excel Reporting
Sage 200 Professional
Works with Microsoft Excel for Windows Desktop
Works with Microsoft Excel for iOS, Android, Windows Mobile or browser.  
Customer and Sales reports
  • Sales by customer.
  • Sales by item.
  • Top Stock items by sales.
  • Sales by period.
  • Sales by product group.
  • Top customers by sales.
  • Top agents by sales orders.
  • Orders and returns by period.
  • Sage 200 nominal balances
  • Customer accounts.
  • Customer transactions.
  • Customer batched transactions.
  • Customer reverse charge VAT transactions.
  • Customer turnover by period.
  • Customer archived transactions.
Supplier reports  
  • Supplier accounts
  • Supplier transactions
  • Supplier batched transactions
  • Supplier suggested payments
  • Supplier turnover by period
  • Supplier archived transactions
Cash Book Reports  
  • Cash Book transactions
Nominal Reports  
  • Nominal accounts
  • Nominal transactions
  • Nominal waiting postings
  • Nominal held journals
  • Nominal archived transactions
  • VAT transactions
Stock Reports  
  • Stock records
  • Stock transactions
  • *Stock period values
  • *Stock suppliers
  • *Stock standard cost history
  • *Stock average cost history
  • *Stock warehouses & bins
  • *Stock levels
  • *Stock allocations
  • *Stocktakes
  • *Stock movements
  • *Stock archived transactions
  • *Stock batch serial tracked allocations
  • *Stock traceable transactions archive
Management Reports  
  • *Assets and Liabilities
  • *Revenue and Costs
  • *Account Analysis

 

* - These reports are part of an additional pack.

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