Install additional reports with the Custom Report Manager

Find this screen

Open: Settings > Organisational and Financial > Custom Report Manager.

Watch a video

Using Custom Report Manager and saving a standard document (video)

How to

Download a report

Save the report that you want to use:

  1. Click to the link below to download the report file.

    Customer Top Customer List – YTD Customer Sales by Product Group (Summary) Customer Day Book
    Customer Credit Limit & Balance Customers On Hold Customer Receipts Day Book
    Supplier Supplier Payments Day Book Trial Balance (Detailed) portrait Top Supplier List –YTD
    Nominal Nominal Balances (monthly breakdown) Profit and Loss (MTD - YTD) portrait Balance Sheet (MTD - YTD) portrait
    Trial Balance (consolidated)landscape Trial Balance (consolidated) portrait  

    Note: For more information about the content of each report, see Additional reports you can install.

  2. Save the .report file to your PC.

    If your browser asks you want to do with the file, choose to Save the file (rather than open it).

Upload the report to Sage 200cloud

If you have a report stored locally on your PC or you have downloaded an additional report, use the Custom Report Manager to upload the report file to the reports folder in Sage 200cloud.

Open: Settings > Organisational and Financial > Custom Report Manager.

  1. Click Upload.

  2. Browse to where the report or layout is saved.

    Tip:

    If you're uploading a layout, letter or label, remember to change the file type.

  3. Click Open.

    The report or layout is uploaded to the following location: Custom > Reports > UserDefined in Report Designer.

To run the report from Sage 200cloud, you'll need to add it to the menu.

Add a report to the menu

Before you can run the report from Sage 200cloud, you need to add it to the menu and then decide which users can access the report.

Note: You must upload a report first.

  1. Click Add to add a new line.
  2. In the Report column, select your uploaded report from the list. For example, Sage 50 style aged debtors (summary) report.
  3. Enter the Name to use for the report in the Sage 200cloud menu. For example, New Aged Debtor Summary.
  4. In the Module column, select where the report will be located in the Sage 200cloud menu. For example, if you select Sales Ledger the report will be included in the Customers menu, in Customers > Custom Reports.
  5. Click OK.
  6. Close and open Sage 200cloud to see the report on the menu.

    The selected report is added to the menu in a folder called Custom Reports.

    Note: Only users in the selected role(s) can see and run the report.

Choose who can run the report

  1. Select the report from the list.
  2. Choose the required users from the list of users.
  3. Click OK.

Note: Administrators have access to all reports by default.


Useful info

Additional reports you can install

We have provided a number of reports in addition to the default reports installed with Sage 200cloud. If you would like to use any of these reports, you must install them first. If you've migrated from Sage 50, some these reports will be more familiar.

Customers

Report Description
Top Customer List – YTD Shows the turnover for the year to date for each customer. Use this to find who your top performing customers are.
Customer Sales by Product Group (Summary) Shows the information about sales made to each customer by product group. The invoices, credit notes, quantity and net value are totalled for all items per product group.
Customer Credit Limit and Balance The credit limit and balance to date for each customer.
Customers On Hold Shows the customers whose accounts are hold.
Customer Receipts Day Book Lists customer receipts by bank account.
Customer Day Book Lists invoices and credit notes by customer

Suppliers

Report Description
Top Supplier List –YTD Shows the turnover for the year to date for each supplier. Use this to find who your top performing suppliers are.
Supplier Payment Day Book Lists all invoices and credit notes by supplier.

Nominal

Report Description
Nominal Balances (Monthly Breakdown)

Shows the balance (debit (+) or credit (-) ) of each nominal account as a total and per period for the current financial year. Accounts without balances are not included.

Profit and Loss (MTD-YTD) portrait Shows your P& L for the current period and year to date in a portrait view.
Balance Sheet (MTD- YTD) portrait Shows your balance sheet for the current period and year to date in a portrait view.
Nominal Ledger Trial Balance (detailed) portrait Shows the debit and credit balance for all nominal accounts in a portrait view.
Trial Balance (consolidated) landscape and portrait versions Shows the debit and credit balance for all nominal accounts by account number only.

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What happens when

I upload a new report?

  • The report is added to the Reports folder in Microsoft Azure. You can customise the report from here using Report Designer.
  • The report is added to the menu for the module you selected. You can find it in the Custom Reports section.
  • Any users in the roles you selected can run the report.