Sage 200 Report Design Service

Summary

Sage 200 Services offers you exclusive access to the Sage 200 Report Design Team for customised report creation and Reports Library. The service provided does not include training for report designer or the Sage 200 program. Please read the content below to understand what the service provides before booking an appointment at point 4.

Description

NOTE: The information on this article relates to users of Sage 200 only. For details of Report Designer support boundaries for Business Partners, please click here.

Receive up to 3 FOC bespoke reports per year (based on the product registration date), specific to your business requirements.

Access the Report Library below to a bank of ready-made reports, giving you insight and information to help you make more informed decisions.

Report Library >>

NOTE: Not all reports requested can be created so take time to read each section below by clicking on numbers 1 to 5 to expand them before booking an appointment.

Resolution

1 - Click here >> Report Design Service - Products included in this service and what it can offer

Report Design Service

Products included in this service and what it can offer.

The Sage Report Design Service has been built for you based on your feedback.

As a member of the Sage 200 Services community, you are able to request up to 3 reports to be designed to your specification. Further details on your entitlement can be found below.

If you wish to take advantage of this service, please take a moment to review the process via the links below in order to gain access to our Report Design Specialists.

Sage 200 Standard

Sage 200 Standard is our new flexible online accounting solution supported directly by Sage. Sage 200 Services Report Design includes 3 reports designed per contract year and, great news if you've used up your entitlement, you can buy more with our reporting bundles. Find out more by accessing the Additional Reports link below.

NOTE: Reports / Layouts / Letters used within Sage 50 Accounts cannot be converted for use in Sage 200 Standard Online. Use the Sage 200 Services Report Design offering outlined above to create your reports. A selection of reports similar to Sage 50 Accounts standard reports are available to download free of charge, press F1 within your program and search for 'Install additional reports'.

Sage 200 Professional

Sage 200 Professional is an on premise solution and builds upon the functionality of our other Sage 200 variants. It includes features such as Bill of Materials, Project Accounting & Fixed Assets. Sage 200 Services - Report Design includes 3 reports designed per contract year and, great news if you've used up your entitlement, you can buy more with our reporting bundles. Find out more by accessing the Additional Reports link below.

Watch our video tour of the benefits available to you via Sage 200 Services. Full details of our terms and conditions can be found here.

2 - Report Design Scope - See below for a list of report types currently not supported

Report Design Scope

List of report types currently not supported either as a FOC or chargeable.

There are a number of scenarios that cannot be dealt with via this service as they fall outside of our current support boundaries.
This could be down to government legislation requirements, different data tables hold the information of which there is no unique data field available to link them together or the functionality is not present with the program.
These are outlined below:

This list is subject to change so please ensure that you check this page regular.

NOTE: If your customisation relates to Commercial Invoicing please look at this article before booking an appointment.

Outside support boundaries

Any type of Management report (using Financial Statement Layouts) or legislatively compliant reports, including (Profit & Loss, Trial Balance, Balance Sheet, Income and Expenditure, Statement of Financial Activities and most Budget reports)

NOTE: Exceptions to this would include formatting changes such as decimal placing, font sizes, colours, and adding calculations to existing reports based on fields already available.

Monthly/quarterly column based reports for Profit and Loss/Balance Sheet/Trial Balance

Financial Statement Layouts (instructions around this feature can be found here)

Any cash flow/forecast report

Invoice profitability that include credits (this is due to the program not knowing what invoice the item originated from to get the correct cost price)

Reports showing VAT codes or values attached to each nominal code or cash book account (these values are posted into separate data tables by the program with no unique link between them)

Aged Debtors or Creditors reports which balance against the Trial Balance based on the accounting period (how to investigate differences can be found here)

Aged Debtors or Creditors reports by nominal transaction account number, cost centre or department

Aged Debtors or Creditors reports with VAT / Net breakdown amounts

Any type of stock valuation report (this includes adding anything relating to warehouse or bin locations)

Aged Stock Reports are only available for Sage 200 Professional 2015 and above. They cannot be created for retrospective purposes.

Nominal transaction reports with brought forward values based on periods (there is no functionality within report design to produce the brought forward value)

Reports linking to custom tables designed by a 3rd party i.e. Business Partners/Developers/Sicon Manufacturing

Modifications to reports not designed or deployed by Sage

Reports for export to file types such as, but not exclusive to, csv/Excel/txt/XML for uploading into 3rd party software (this includes government sites)

Project Accounting - Profit and Loss or Balance Sheet reports

Excel Reporting

Excel reports utilising any linking tool such as ODBC/Excel Integrated Reporting or Excel Reporting for any Sage program

BOM Implosion reports

Price Book/Lists/Discount Groups

User access rights to program areas (this information is not held within the Report Designer tables)

Plastic Packaging Tax (more information on our approach can be found here)

Any type of VAT Return/MTD Submission

Any type of Intrastat report

Any type of drill down report

Any report with transient data tables applied to it

Any report not related to Sage 200 or is linked to an area currently outside of the scope of this service, e.g. Sage Payroll report or Sage 200 CRM

General Data Protection Regulation (GDPR)/Late Payment legislation reports

We currently do not design reports for WTE (Web Time and Expenses) part of Project Accounting, BI (Business Intelligence) and CRM

Reports with sub-reports, unless the sub report populates a single field on a main report

Troubleshooting errors with reports or layouts

Reconciliation of data, all reports will be designed utilising demo data, where necessary links to variables within customer data will be made

Legacy Report Designer (applicable to 2010 & 2011)

Reports and layouts won't be designed for product versions earlier than Sage 200 Extra 2010 Service Pack 3

Any kind of graphic design including construction of company logos, if a logo is needed to be added to a report/layout we will require a compatible image file

Report reconciliation i.e. comparing figures on reports

Business Intelligence reports

To ensure data collated on column based reports is correct when exported to Excel, only 30 columns are possible at any one time

Workspaces

Report automation

SQL views and scripts when packaging using SDBX

Sage 50 Manufacturing (this product became end of support from 30/09/2021)

3 - Click here >> Basic & Advanced Changes - Items that may be changed at the time of appointment

Basic & Advanced Changes

Items that may be changed at the time of appointment.

This page outlines the basic and advanced changes referred to within the Report Design Process section below.

This list is subject to change so please ensure that you check this page regularly.

Basic changes	Advanced changes
Change of embedded images	Addition of additional groups or sorts
Text style and formatting including adding lines, boxes, images, barcodes, etc	Addition of filters, IF statements or conditional formatting
Movement of fields	Addition of sums or expressions
Addition of text boxes	Addition of new criteria
Renaming of report	Addition of new data join
Enabling existing criteria	Complex calculations
Configuration of email settings
Addition of existing variables to a report/layout
Saving and adding the report to the Sage 200 menu

4 - Click here >> Report Design Process - To offer you the best experience follow this process

Report Design Process

To offer you the best experience follow this process.

Booking a Report Design appointment

To have a report or layout designed, follow the process below. You must be a member of Sage 200 Services to gain access to the three report designs as part of your Sage 200 Services contract. If you are a Sage Business Partner wanting to request a report on behalf of your customer, you must get written authorisation via email from them as this will be taken from their entitlement. We will request this information at the time of the appointment.

You agree that you are authorised on behalf of your company to have reports and layouts created on your company's behalf. You need to fill the in the form completely, to ensure enough information is given to the design team.

Please click here >> to fill in the form and book your appointment. Please ensure you have read the Report Design Scope before booking the appointment to avoid disappointment.

Should you need to cancel or reschedule a Report Design appointment you can do this through your confirmation email or email the team at smbreportdesignservice@sage.com with a minimum of 24 hours notice.

Prior to the Report Design appointment

If you would like the layout or report to have a certain look or feel based on an existing Sage 200 report or layout, at a minimum of 24 hours' before the appointment, you must print out the report or layout, draw on the design changes in red ink, then scan and email the amended document to smbreportdesignservice@sage.com. You must include your account number and the date and time of your appointment in the subject of your email. Failure to do so may result in the appointment being cancelled and / or rescheduled.

If you require a report or layout to be designed from scratch, you will need to have full details of all information you require to hand in readiness for the appointment. We have created an article with details of all the information we will require before the appointment take place, you can access it here.

If you would like an image attached to the report or layout, this must be supplied a minimum of 24 hours before your appointment. We do not design the image itself.

If you would like us to align your layout to pre-printed stationery, then please supply 3 examples of the original document (not photocopies) and post this to us; SMB Report Design Service, Sage (UK) Ltd, C22 - Floor 3 (South Wing), Cobalt Park Way, Cobalt Park, Newcastle-upon-Tyne, NE28 9EJ. The document would need to be received no later than 24 hours' before the scheduled appointment.

Report Design appointment

The purpose of the Report Design appointment is to investigate the report that you require so we can advise if these requirements can be met and if they are inside our Report Design scope.

Attempts to contact you will be made no more than 3 times on the day of the appointment. If we are unable to contact you then the appointment will be cancelled and will need to be booked again.

During the report scope, if there are 2 basic changes (see Basic & Advanced Changes above) or less, we will aim to complete the report on the phone during the initial appointment. The Report Design Consultant reserves the right, even in these circumstances, to deliver this as a follow up after the initial call.

Please make sure you are have access to Sage 200 during your appointment and that you have Internet access available.

You agree that designing a new report or any amends completed and deployed via the initial Report Design appointment are agreed designs.

If we are able to make the changes during the initial phone conversation we will endeavour to complete this but as the appointment time is a maximum of 15 minutes, it may not be possible to complete the deployment at which point you will be given a choice:

A follow on appointment to complete the deployment.
Instructions provided as to how to deploy the report yourself.

NOTE: By accepting this option, no further technical support will be given in relation to the deployment of the report.

Please remember it is your responsibility to let us know if the design is not right. The incident will be placed into our Report Design queue. Once the report has been designed, we will contact you to deploy the report. We will attempt to contact you twice to deploy the report or layout and if we are still unable to reach you, we will provide instructions on how to deploy the report yourself. No further technical support will be given at this stage.

Report delivery

As part of the Report Design Service, we will deploy a report onto the server machine and onto the menu of one Sage 200 user. We will provide the information including the report by email following the deployment.

NOTE: In order to deploy the report we will need to be able to connect to your PC - to do this, we use LogMeIn. If we are unable to gain access to your system (due to access or other security issues) we will be unable to deploy the report - we will however, provide instructions for you to deploy the report on your site.

Once the report is delivered, you have 5 working days to validate the design of the report or layout.

If we do not hear from you within this time, your report entitlement will be decreased and the incident associated with the request will be closed.
If you decide additional amendments are required, we will consult our basic and advanced changes list. 2 basic changes or less will be completed free of charge and will not use up any additional entitlement. We will deliver 1 set of post report delivery changes.
Greater than 2 basic changes (see basic and advanced changes below), any advanced changes (see basic and advanced changes above) or more than 1 set of post report delivery changes will require a new report scope. The existing request will be closed, your report entitlement reduced and the process would start again for a second request.

If you have a query with regards to the report you have had designed within the 5 days, please email smbreportdesignservice@sage.com.

Post delivery

Should you have any questions regarding your report or layout after the request is closed, these will be handled on a case by case basis. As a general guide, we will offer the following:

We will provide you with the original report design for you to re-deploy to the site to see if this resolves the issue.
We will help you to test other reports or layouts within the software to establish if the issue is report or layout specific.
We will test the report or layout without any criteria amends in Sage 200 Demonstration Data.

If we are satisfied that the issue is data related, we will refer the incident to your Business Partner or Sage 200 Support Team for further investigation.

Exclusions / limitations

Reports will not be designed where data is drawn from a customised table that is not available in non-customised versions of Sage 200.
Not every report request is possible. Where necessary, the Report Design Consultants will discuss this with you during the Report Design appointment.
Not every report will fall within the scope of the Report Design Service. This does not necessarily mean the required report is not possible. In these circumstances, we will advise you to reach out to your Business Partner to action. Please note there may be a charge by your Business Partner to deliver the report or layout for this service which is outside the control of Sage (UK) Ltd. Please see the Report Design Scope option above to check if your report is possible.
Email settings - reports may have email settings applied to them and this is within the scope of our Report Design service. We will provide assistance only for Microsoft Outlook 2016 and above (this currently excludes Microsoft 365).
Report sizing - We will spend a maximum of 0.5 days designing each report/layout. If the complexity of the report or layout warrants taking longer than 0.5 days, this may consume more than one of your report design entitlements/report packs.

5 - Click here >> Additional Reports (Sage 200 users only) - Charges for extra reports

Additional Reports (Sage 200 users only)

Charges for extra reports.

Additional reports, outside of your entitlement, can be purchased via our Report Design Service.

This process works in the same way as the inclusive reports so please follow the Report Design Process section, the charge for this starts at £500/€540 (exc. VAT) per half day, the Report Design Consultant will discuss this with you during your appointment. Book an appointment here to discuss your requirements.

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