If you know what you want to see, we can advise on whether the reports are feasible. If the report is able to be developed, then we can quote and agree a fee in advance of the work, so you can decide whether or not to proceed.
If we get the green light, we can develop the report off site, and then send this to you via email, or can even install the report for you. Alternatively, we can develop the report directly on your system allowing you to review the report in real time, to ensure you are happy with the layout and results of this. This also has the added advantage of using live data from your own company, thus ensuring the results are as expected. As a further option, we can take a copy of your sage data from you and work on this offsite.
We can be as flexible as you need us to be!
For those who haven't heard of the report designer, it is a free tool available within most versions of Sage Line 50, Sage 50 and Payroll, as well as in Sage 200. It allows you to customize your sage reporting, invoice or order layouts, or even create bespoke reports, all based on the data stored within your Sage software.
There are various versions of the report designer, with two major releases. Those with Sage Line 50 version 12 or below will have the original report designer, and those with Sage 50 version 13 and upwards, will have the new report designer with a more flexible interface and much enhanced functionality. Both versions are capable of producing complex reports based on data such as invoicing, stock management, sales analysis and so forth.
Report designer is capable of producing reports on a whole host of real world metrics and can produce insightful summaries of your Sage 50 data. We have numerous examples of such reports that have been created with our help for clients, such as:
Example 1:
Our client wanted to produce a report that split sales by rep, and then by stock line, to highlight those stock items that sold well, and more importantly, those that did not sell well. We took all of the information they required, and produced a report that provided this information in an easy to digest manner, resulting in the company directors being able to ascertain those stock items that needed additional marketing, and which reps needed to work harder!
Example 2:
Our client needed to analyse their nominal transactions by various sub categories, specifically using the reference field to pull out transactions relating to a subsidiary company. By creating a new report, we could analyse each nominal code into numerous sub categories exactly as the client required, saving hours of manual work each month for the accounts team.
Yes, it is a fantastic, but under utilised tool that can save hours of work. However, it isn't capable of doing everything. There are alternative methods for any report that cannot be achieved solely through report designer, and we can advise on this as necessary.
Simply visit our Getting Started page and follow the easy steps!