Discover How To Get More From Your Data in Sage 200
If you’re a Sage 200 user, you already know how much valuable data sits inside your system. However, turning all that raw information into something meaningful and easy to digest can prove to be challenge. That’s where good reporting and dashboards come in.
In this article, we’ll walk you through two helpful tools that improve your Sage 200 reporting and dashboards: Microsoft Power BI and Sage 200 Report Designer. Whether you’re looking for deeper insights, cleaner visuals, or just a smoother way to keep everyone in the loop, there’s something here for everyone.
Microsoft Power BI
Microsoft Power BI has become a favourite amongst businesses looking to make smarter, data-driven decisions, and it’s especially useful for Sage 200 users. Thanks to the Sage-provided connector, you can now link Power BI directly to your Sage 200 system. Once connected, your Sage 200 data flows smoothly into Power BI, giving you access to live insights, interactive dashboards and reports that are easy to understand and share.
What makes Power BI such a powerful tool is its flexibility. You’re not stuck with rigid templates or one-size-fits-all dashboards. Instead, you can build exactly what you need, whether that’s a simple snapshot of orders, a detailed breakdown of stock movement, or a year-on-year sales comparison.
The visuals are intuitive too, allowing you to present information in a way that is simple to understand. From charts to drill-downs, your data becomes much easier to read and share (even with people who don’t use Sage themselves).
Sage 200 Report Designer
Sage 200 Report Designer is a helpful tool that keeps your day-to-day reports running smoothly. It’s built directly into the system, which means you can refine and customise the reports you use most often. This includes everything from invoices and purchase orders to stock reports and operational documents. If you’ve ever looked at a standard Sage report and thought, “I wish that looked a bit different”, Report Designer is exactly where you make that happen.
Report Designer allows you to take the layouts within Sage 200 and shape them to suit your business. You can adjust filters, add or remove criteria, group and sort information, and change fonts and colours to match your branding. You can also pull in information from other Sage 200 modules which is particularly helpful if you need more detailed reporting across multiple areas.
Sage 200 Report Designer gives you the control to refine your Sage 200 experience and ensure your team always has the right information in the right format.
If you’d like help setting up Power BI or Report Designer, our helpful team is here to help. After all, reporting shouldn’t be a chore, it should be something that helps your business grow!
For more information, get in touch with your Account Manager, or you can call us directly on 01332588508.
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