x Want to participate? Join the group to interact
Options
  • State Verified Answer
  • +1 person also asked this people also asked this
  • Replies 6 replies
  • Answers 1 answer
  • Subscribers 47 subscribers
  • Views 1986 views
  • Users 0 members are here
Browse Forums
Announcements
51
topics
34
replies
General Discussion
1k
topics
2k
replies
Margaret60

Reporting upgrades made to newer version of Business works

SOLVED
Posted By

My company is currently running BW 2013.  We are upgrading our operating systems and a number of other customer databases that we use and we want to do the same with business works. Our biggest issue with the current version is its inability to drill down further in to details directly from a given report.  For example, if we were to run an income statement report and if lets say we wanted to find out specifics about the rent category, like on what dates were the deposits made and with what check #'s etc., we want to be able to click the word rent and get that information either as a drop down list or a separate report. Can anyone who is running a newer version of BW than ours tell me if they have ever added this capacity to the software? 

Thanks!

Parents
  • 0
    SUGGESTED

    The General Ledger report were re-written in V2012.  So if you are in V2013 you should already have some, if not most of these options.  (Although 2013 was a log time ago, I do not recall everything from that version and what has changed to the current version v2020).  If you go to your Knowledge Base at SageKB.com you can review the articles I included below in regards to setting up consolidated accounts in your Chart of accounts and using the Consolidation option when running some reports. 

    There are some drill down options for the General Ledger reports to drill down to the GL Account Inquiry screen and then review transactions in there.  The drill down is really not transaction specific though, it only links you to the Account Inquiry screen.  It requires the GL account number to display when you are previewing the report.  The account number displays in blue and is underlined.  Anything that display blue and underlined, you can select it to drill down on the account number to get to the Account Inquiry and view transactions in there.

    I also included an article that has some Customize report you can import into your program.  There are some reports in then to include the GL account #s on the Income Statement and Balance sheet.

    If you set up consolidated accounts in your Chart of Accounts, if you run a report and select the Consolidated option, then you can click on that line and it will give you the Account #s, that you can select to drill down to the Account Inquiry Screen

     

    How to set up consolidation account (59287)

    How to print the Income Statement using the consolidation feature (36197)

    Customized User Reports Library (74699)

    What are the new features available in Sage BusinessWorks (79336)

    Sincerely,

    Coleen

Reply
  • 0
    SUGGESTED

    The General Ledger report were re-written in V2012.  So if you are in V2013 you should already have some, if not most of these options.  (Although 2013 was a log time ago, I do not recall everything from that version and what has changed to the current version v2020).  If you go to your Knowledge Base at SageKB.com you can review the articles I included below in regards to setting up consolidated accounts in your Chart of accounts and using the Consolidation option when running some reports. 

    There are some drill down options for the General Ledger reports to drill down to the GL Account Inquiry screen and then review transactions in there.  The drill down is really not transaction specific though, it only links you to the Account Inquiry screen.  It requires the GL account number to display when you are previewing the report.  The account number displays in blue and is underlined.  Anything that display blue and underlined, you can select it to drill down on the account number to get to the Account Inquiry and view transactions in there.

    I also included an article that has some Customize report you can import into your program.  There are some reports in then to include the GL account #s on the Income Statement and Balance sheet.

    If you set up consolidated accounts in your Chart of Accounts, if you run a report and select the Consolidated option, then you can click on that line and it will give you the Account #s, that you can select to drill down to the Account Inquiry Screen

     

    How to set up consolidation account (59287)

    How to print the Income Statement using the consolidation feature (36197)

    Customized User Reports Library (74699)

    What are the new features available in Sage BusinessWorks (79336)

    Sincerely,

    Coleen

Children

*Community Hub is the new name for Sage City