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Sage 50 Advanced Reporting / Power BI

Posted: 26 Apr 2024, 10:40
by philam2
Hello,

If you are frustrated at the inflexibility of reporting in Sage 50 I believe I have come up with a solution.

I am new to this forum - this is a bit of self-promotion but also something that I think people may find useful.

I have been working with Sage 50 for 30 years (and also use CIM50, the manufacturing bolt-on). I am a Chartered Certified Accountant operating on a freelance basis assisting companies with bespoke reporting reporting requirements. I have developed a reporting suite in Power BI which provides huge benefits - not just fancy dashboards / charts, but the sort of reports that I've always needed out of Sage 50 and could not get - for example:

Proper "First in First Out" stock reports
Retrospective stock reporting
GRNI (Goods Received Not Invoiced)
Live / interactive reporting showing actual profitability for each individual invoice (based on actual cost not last cost, which Sage 50 struggles with).

There are some detailed examples on my website at www.pcm-analytics.co.uk - please have a look if you have 5 mins to spare. Thanks, Phil.