| Sage 200 Technical Tip |
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Simple Reporting The list view in Sage 200 has become more powerful with each new version. The obvious use for this view is to enable you to choose the item you wish to deal with, but this can also be used for doing simple ad-hoc reporting.
Example If you wanted to produce a comparison report between the balances and the credit limit within the sales ledger. Ensure that the A/C Ref, Name, Balance & Credit limit are all in the view. If not, add them by right clicking in the list view, choose columns and then pick the additional fields. Right click in the list view and choose Send to Excel>All items. You can then use standard Excel functionality to add/change headings, remove columns you don’t want to print, add calculation fields (eg balance – credit limit, highlighting negatives in red), sort into appropriate sequence(s) etc and then print. Remember any changes that you make to the list view only affect your login. |
