Financial Reports from Sage ACCPAC ERP

Sage ACCPAC ERP a solution that follows your pace of growth, adapts to your unique workflow, defers to your database and deployment preferences, and flexes with your organizational structure.

The most successful companies today are those that excel at managing their finances, their operations, and their customers. At its core, Sage Accpac ERP provides you the tools to outperform your competition in these areas, and more.

Sage Accpac ERP is a powerful set of tools to help you confidently streamline time-consuming accounting processes, manage your business’ complex finances, and comply with regulations.

Out of the various analytical tools provided in Sage ACCPAC ERP, the financial reporter is what we are going to discuss in brief today.

The Financial Reporter is a powerful reporting tool that uses Microsoft Excel to manipulate, format, graph, and print general ledger data. The Financial Reporter adds Sage Accpac-specific functions and commands to Excel that allow it to read general ledger data. Once the data is in a worksheet, the Financial Reporter uses Excel’s formatting and printing capabilities to produce the statement The Financial Reporter includes a set of standard report specifications that are compatible with any chart of accounts that uses the standard account group classifications and user-defined account groups.


Financial Reporter Features


Financial Reporter’s features cover four general areas to give you all the flexibility you need for analyzing and reporting your company’s financial position.

Data selection. Financial Reporter not only provides full access to account and company data, it allows account selection by sophisticated data filtering techniques.

Print options. Financial Reporter provides print-time options for choosing actual or provisional figures, the fiscal year and fiscal period, account ranges by any account segment, consolidated or non-consolidated reports, and drilldown information.


Formatting and graphing. All of Excel’s character formatting and charting capabilities are available to financial reports.


Spreadsheet and modeling capabilities. You can also use Excel’s more advanced capabilities, such as pivot tables, to perform sophisticated analyses on the data retrieved by Financial Reporter.

Data You Can Include on Reports

Financial statements can include as many columns of data as you wish, and can contain any of the following account information.

Current or historical balances for any range of accounts (including or excluding provisionally-posted transactions).

Net changes for a fiscal period, quarter, half-year or year (including or excluding provisionally-posted transactions).

Balances or net changes in the functional currency, or any of the source currencies in a multicurrency ledger.

Balances or net changes in the reporting currency (if you specified the euro as your functional currency and selected a reporting currency in the Company Profile).


Thus we concluded that Sage Accpac ERP has a strong and highly secure Financial Reporter tool which allows users to generate reports with no extra effort without interfering with the day to day financial operations. These reports are generated without expending any extra effort, in the required format and currency at the mere touch of a button.