Create the owner account on the website. The owner receives a welcome email and can invite the people who need their own licence user.
Start trial account
7 day setup guide
Start here
S200Dashboards.io runs locally against your own Sage 200 Evolution SQL data. The account owner starts the 7 day trial, then the software is installed on the Windows machine or RDS host that can reach SQL Server.
The installer needs admin-level permission where Windows requires it. The app itself runs locally for each Windows user after installation.
Install once on the RDS server with admin rights. The application is available to users on that server, but settings remain per Windows user profile.
Download Windows installerInstall on each PC that will run the dashboards. Each person signs in with their own S200Dashboards.io user.
Download Windows installerInstall once on the RDS server and also on any standalone PCs that have local access to Sage SQL.
Download Windows installer
Download Notice
The installer is digitally signed by Crest Software Solutions Pty Ltd. New signed applications may still show a browser or Windows reputation warning until download reputation builds. You may also need to bypass any quarantine notice. The application is not in any way malicious and is a genuine working tool for Sage 200 Evolution users.
In SQL Server Management Studio, create a login such as
Evoreaderand map it to the company database and tick
db_datareaderand
publicDo not use SQL sa or an administrator account.
Note - Windows Authentication is also an option and therefore does not need the above user created if you wish to use this.
Open the app, select Setup SQL Connection, then enter the SQL Server and Sage Evolution database name. This is the same setting as per your Sage Evolution menu; if you click EDIT on the Sage menu you can copy and paste the SQL Server name and the company database name into the settings page as they need to be exactly the same. Then enter SQL Username, for example Evoreader, and password or choose Windows Authentication, then check the version is detected by the app.
Then go through the various settings such as inventory cost mode, target GP%, order-status exclusions, hidden dashboards and refresh interval. Setting refresh interval to OFF will still allow you to refresh on demand when you want it to. Some settings such as default warehouse and excluded order statuses will need to be selected once you have saved the SQL connection so you will need to return to the settings page in order to select/exclude them if you require this.
At the bottom of the settings page then choose 'Save and Sign In'. Here you sign in with the same email and password that you used on the website to create your account. Then as long as you have valid credentials and a free trial running or paid subscription the app will immediately proceed to load all of the dashboards.
Once they are loaded, you can then use the dashboard menu or the traffic light tiles lower down to decide where to look first. You can change many options within each dashboard and then click on Apply to refresh it. For example, if you are looking at the Dead Stock Dashboard which defaults to 6 months, you can change the 6 to 24 and click on Apply and it will show you what stock has not been sold for 2 years.
View settings guide
Running the S200Dashboards Application
If you find that the application does not start or takes a long time to start you may need to get your IT to update your virus checker to exclude the application which is normally installed in C:\Program Files\S200Dashboards.io\S200Dashboards.exe
Free Teams Meeting
If you would like help with setting up the application and a run through of how it works on your data, please email support@s200dashboards.io with details of your location and time zone, your version of Sage 200 Evolution, and a suggested date. We will reply when available with a suggested meeting time that will hopefully suit us both.
The main account owner invites other users via their account login. They accept, set a password, then use those credentials to run the S200Dashboards application and set their own settings.
Subscribe to the product if you feel it will add value to your business.
Important: S200Dashboards.io binds its local web interface to localhost only. It chooses an available local port automatically and opens the dashboard in the user's browser. It does not expose the dashboard to the network. Each real person needs their own licence user.
Setting Default Dashboards
The Main Account/Owner can log in to their account page on the website and now set the default dashboards that invited users are allowed to view and once they accept their invite the main account/owner can tweak the dashboards that they can see if required. Make sure you click on the Save button. Users are still able to hide and un-hide dashboards but only from their allowed list.
Default access for invited users
Database Switcher
For companies with more than one Sage 200 Evolution database.
Updates
Users will be notified by the application when a new version is available for download and install. Our revisions page will inform users of product changes.