WEBVTT Kind: captions Language: en 00:00:00.240 --> 00:00:07.280 Sage 200 Get started with Excel reporting. This  video shows you how to view and update Excel  00:00:07.280 --> 00:00:19.440 reports. Filter information in reports. Edit  report layouts. View and update Excel reports. 00:00:19.440 --> 00:00:26.000 We'll select Excel reports. 00:00:26.000 --> 00:00:29.120 Excel reports are available  to everyone in the company. 00:00:31.920 --> 00:00:46.960 We provide a variety of free reports as standard. 00:00:46.960 --> 00:00:53.200 We'll select the customer's report 00:00:53.200 --> 00:00:57.920 first. We'll update the report  so it has the latest information. 00:01:06.720 --> 00:01:13.200 Now we'll view the report in Excel. 00:01:13.200 --> 00:01:21.120 We'll save the report. 00:01:21.120 --> 00:01:24.480 Filter information in reports. 00:01:26.080 --> 00:01:36.000 We've opened our customers report in Excel. 00:01:36.000 --> 00:01:44.080 We can use the slices to filter information. 00:01:44.080 --> 00:01:50.640 Use control plus click to select  more than one item in a slicer. 00:01:53.520 --> 00:02:00.800 We'll clear the filter to see the full list again. 00:02:00.800 --> 00:02:07.840 To sort or filter a column, click the arrow. 00:02:07.840 --> 00:02:19.040 We'll use a filter to show  account code starting with burr. 00:02:19.040 --> 00:02:26.960 Account codes starting with bear are displayed. 00:02:26.960 --> 00:02:31.440 Edit report layouts. 00:02:31.440 --> 00:02:44.000 This is the stock items report. Report  information is displayed in an Excel pivot table. 00:02:44.000 --> 00:02:53.760 We'll select pivot table tools. analyze. 00:02:53.760 --> 00:03:02.240 We'll select show field list. 00:03:02.240 --> 00:03:09.440 We can choose which fields  are displayed in the table. 00:03:09.440 --> 00:03:13.760 We can place these fields in different areas. 00:03:17.120 --> 00:03:23.280 We can use fields as filters for the whole report. 00:03:23.280 --> 00:03:30.560 Fields can be row or column labels. 00:03:30.560 --> 00:03:38.480 Numerical fields can be displayed as values. 00:03:38.480 --> 00:03:43.040 Values can be totaled. In this case,  the quantity in stock total is a sum. 00:03:47.920 --> 00:03:56.640 We'll add the stock unit field to the table. 00:03:56.640 --> 00:04:04.720 Stock unit has been added to the  table. The field is a row label. 00:04:04.720 --> 00:04:09.440 We'll add item name too. 00:04:12.880 --> 00:04:23.760 Next, we'll change the order of the fields. 00:04:23.760 --> 00:04:29.600 The order has changed. 00:04:29.600 --> 00:04:36.640 We have finished editing our report. 00:04:36.640 --> 00:04:40.000 Thanks for watching. If you have any feedback,  00:04:40.000 --> 00:04:46.800 please email us at Sage200TechnicalAuthors@sage.com.