Some time ago Dave Carter ran a great tutorial on exporting sage data into pivot tables in order to make more meaningful reports for year end accounts production. Although I worked through the example at the time I had few clients running sage and so I didn't pursue it.
Now I am finding more and more clients are using sage and when data is entered correctly and completely that is fine but when mistakes are made I find sage a nightmare.
Is it still viable to export data from Sage into an excell pivot table to create reports to make it easier to see what the client has done( or hasn't done), is there other software which will translate sage data into something I/my staff can understand.
I am using Sage L50 v.10
martin curtis
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Thanks for your advice guys, have downloaded Datalink and shall try it out this afternoon
Regards
Martin
How about using the Excel reporting featrures?
From Sage v11 Sage has included a reporting add-in for Excel. In my opinion it's not great but for creating simple reports it is easy to use.
Free DataLink
I developed DataLink to extract Data from Sage, the data can be viewed as Draft Accounts with nominal drill down and while reviewing you can do journals on the fly. Or you can export all or some of the data into Excel via the Transaction screen.
DataLink also allows you to Map Nominals to your Accounts Prep package to save rekeying TBs.
If you are Excel proficient the most cost effective solution is to export from DataLink to Excel. Use Excel for review, O/Bals, Journals, edits etc and ceate Final TB as a Pivot and import that to Accounts Prep.
It is genuinely free - no catch - just go to