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

We have provided a number of reports in addition to the default reports installed with Sage 200. If you would like to use any of these reports, you must first download the report file to your PC, and then upload the report to Sage 200.

Save the report that you want to use:

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

   If clicking the link doesn't work, right-click the link and select Save link as.

   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 200

If you have downloaded a report, or have been provided with a report file, you must upload the report to use it with Sage 200.

Use the Custom Report Manager to upload the report file to the reports folder in Sage 200.

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 in Report Designer: Custom > Reports > UserDefined.

   

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

Add a report to the menu

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

You can only add reports that you have uploaded, or custom reports that you have created in Report Designer and saved to the UserDefined folder.

Note: Before you can add a report, you must first upload a report, or save a custom report in Report Designer to the UserDefined folder.

1. Click Add to add a new line.

2. In the Report column, select your report from the list. For example, top customer list - ytd.report.

   You will only see reports that you have uploaded, or reports that you have customised in Report Designer and have saved to the UserDefined folder.

3. Enter the Name to use for the report in the Sage 200 menu. For example, Top Customers.
4. In the Module column, select where the report will be located in the Sage 200 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 200 to see the report on the menu.

   The selected report is added to the menu in a folder called Custom Reports, for example Customers > Custom Reports.

   Note: Only selected users can see and run the report.

Choose who can run the report

1. Select the report from the list.
2. Choose which users can access the report from the Users for list.
3. Click OK.

Note: Administrators have access to all reports by default.

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Useful info

Additional reports you can install

We have provided a number of reports in addition to the default reports installed with Sage 200. If you would like to use any of these reports, you must first download the report file to your PC, and then upload the report to Sage 200. If you've migrated from Sage 50 Accounts, some of 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 profit and loss 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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Fix it

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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.

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