Sage 200 Professional - How to add the Financial or Stock Excel Reports to your program
Description

This article will explain how to add the Excel Stock Report Pack or Financial Data Pack to your Sage 200 Professional program.

Cause
Resolution

Once you have purchased a Sage 200 Services Extra subscription then the Excel Stock Report Pack or Financial Data Pack will be sent for you to add them to your Sage 200 Professional program. This article will guide you through how to do this.

  1. Close Sage 200 Professional.
  2. Open System Administration.

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  3. Select > Add-Ons > Right hand pane > Right click > Add New Add-On.

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  4. Choose Simple Mode > Next > Browse to the saved .sdbx file > Open > Next.

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  5. Select > 'I wish to proceed even though the package does not have a digital signature' > Next > Finish.

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  6. Left hand pane > Features > Excel Reporting > Right click Stock Report Pack or Financial Data Pack > Role Authorization-Enable Group.

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  7. Move roles from left to right > OK.

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  8. Close System Administrator.
  9. Start > Type IIS > Choose Internet Information Services (IIS) Manager from options given.

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  10. Restart IIS.

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  11. Open Sage 200 Professional > Excel Reporting > Excel Reports.

    Stock Reports Pack Listing - View Screenshot


    Financial Data Pack Listing - View Screenshot

The additional reports pack can be found here.


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