Sage 50 Partner Reports
Management reports and financial analysis built directly on your Sage 50 Partner data.
Sage 50 Partner → Excel Management Reports
We connect to your Sage 50 Partner company file and transform your general ledger and trial balance data into a polished Excel management report — automatically structured, no manual reformatting needed.
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Step 1 — Connect or Export
We read your Sage 50 Partner data directly or via a standard CSV / audit trail export — your choice.
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Step 2 — Clean & Pivot
Nominal ledger transactions are cleaned, grouped by account, and pivoted into monthly period balances with comparative columns.
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Step 3 — Excel Report
A formatted Excel workbook is produced with P&L, balance sheet summary, and variance analysis — ready to present.
📈 Sample — Sage 50 Partner Period Balance (Excel)
| Nominal Account | Jan 2025 | Feb 2025 | Mar 2025 | YTD | Variance vs Budget |
|---|---|---|---|---|---|
| Sales — Product A | 38 500 | 41 200 | 44 800 | 124 500 | +4 500 |
| Sales — Product B | 22 100 | 19 800 | 24 300 | 66 200 | -1 800 |
| Cost of Goods Sold | 24 300 | 25 100 | 27 400 | 76 800 | +2 100 |
| Staff Costs | 14 500 | 14 500 | 14 500 | 43 500 | 0 |
| Net Profit | 21 800 | 21 400 | 27 200 | 70 400 | +600 |
ⓘ Demo data only — your live figures replace these when connected to Sage 50 Partner.
Sage 50 Partner → Live HTML Dashboard
Skip the spreadsheet altogether. We pull your Sage 50 Partner data and render an interactive HTML dashboard in the browser — no downloads, always current.
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Step 1 — Connect
Scheduled or on-demand — we read your Sage 50 data automatically.
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Step 2 — Aggregate
KPIs, trends, and department breakdowns are calculated on the fly.
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Step 3 — Live Dashboard
Charts and KPI tiles render in the browser, shareable via a secure link.