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Sage Intelligence ReportingWhere to go to learn more about Sage
Intelligence Reporting
Sandra SmithSage Intelligence Product Specialist
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1Sage Intelligence ReportingWhere to go to learn more about Sage
Intelligence Reporting
Sandra SmithSage Intelligence Product Specialist
2Todays WebcastSage Intelligence informationFinancial Report
Designer new versionsShort video demo for new usersSage
Intelligence Community site for resourcesUpcoming webcastsTypically
demonstrate the product but this time we are demonstrating our
Community site and what it offers you in the way of helpful
resources
3Sage ERP X3
Sage ERP X3 Sage 300 ERPSage 300 ERPSage ERP X3Sage 100 ERP Sage
50 U.S. EditionSage 50 Canadian EditionSage 500 ERP Sage VIPSage
300 ERPSage 100 Contractor+25,000 customers choose Sage
Intelligence.
For those of you who are not familiar with Sage Intelligence
Reporting it is currently integrated with or available for 13 Sage
desktop and cloud accounting solutions in North America, Africa,
Asia, and AustraliaWe have over 25k customers using Sage
Intelligence and growing.
What it means to you it is a tried and true product, tested with
lots of feedback over time from many customers so you can be
confident that it will be a great fit so that you can use Excel.
Weve thought about a lot about what is needed for better reporting
to make better decisions.
4
Sage IntelligenceODBC-compliantValue out-of-the-boxExcel
interfaceEliminate spreadsheet chaosAutomate report
preparationCustomize and manipulate reportsAutomated report
distribution
Easy to useSave time and moneyControlled and secureFlexible
reportingPredefined reportsConsolidate dataImprove
communicationSage Intelligence is Easy to use in the familiar
interface of Microsoft Excel.
Eliminates spreadsheet chaos providing a controlled and secure
environment to store and run your Excel reports.
Saves time and money - Sage Intelligence automates report
preparation by pulling trusted info from Sage 100 Contractor and
other sources into Excel report templates so you can spend your
time analyzing the data rather than pulling it together. Financial
staff can save hours each month by reducing manual report
preparation times and repetitive data pulls.
Allows for Flexible reporting You can take full control of
financial reporting with the Report Designer module including drill
down tools and Excels native analysis tools for filtering, sorting,
and analysing data.
Improves Communication- With automated report distribution and
notifications. Improved access to information will allow for
improved communication among teams.
Consolidates data - To stay competitive, you need more than
simple general ledger reporting. Sage Intelligence goes beyond
financials and allows you to combine information from multiple
sources, including S100C, CRM, and others, to deliver a 360-degree
view of your company.
Out-of-the-box value - The solution comes with predefined
financial, project, and other reports so you can get up and running
immediately.
Download your own 30 day trial today! 5Analyze data to make
better business decisions
Lets take a quick lookView your reports in 3 simple steps1.Open
the Sage Intelligence Report Manager and select the report you
would like to view2.Run the report at the click of a button 3.Enter
your report parametersNow you can spend your time making sense of
your information, giving you the confidence to make informed
business decisions. For more details you can easily drill down on
your report. You can then customise the report to suit your
businesss unique requirements using your existing Excel skills to
edit the report accordingly and then save your changes for future
use.Once complete you have the option to share your report via
email, uploading it to an ftp site or saving it to a file in a
format of your choice (show icons of pdf, xl & html) improving
team collaboration.No longer do you have to base your business
decisions on gut feel, or manually collate your data in an Excel
workbook to make sense of it. Put an end spreadsheet chaos and
improve reporting across your business with Sage Intelligence
Reporting.
6Standard Reports@ssmithatsageFinancial reportsFinancial trend
analysisGeneral Ledger transaction detailFinancial Report
Designer*
Operational reports Dashboard AnalysisInventory StatusVendor
PurchasesCustomer sales
* Report Designer module required
Sage ERP Intelligence Reporting includes several standard report
templates, some with additional layouts available for alternative
views of your data. And why did we choose these reports? These
reports in Sage ERP were locked down reports with no flexibility.
We knew that these were the ones that you needed to customize to
fit your own business needs.
Each of these reports can be run out at the click of a button
into Microsoft Excel where you can simply analyze your information.
And, using the power of Excel you can use your Excel experience to
make additional changes. Also, additional reports can be built for
more individualized reporting needs.
Lets talk about the Financial Report Designer
7
Generate Layouts with a simple drag onto the worksheet
Run reports at the click of a buttonMissing AccountsSage
IntelligenceFinancial Report DesignerSage 100 Features in current
2015 version Sage 300 Features coming to 2016 version!Sage 500
Features coming to 2015 version!Similar to the other report
templates you have the benefit of reducing duplications, saving
time, and increasing productivity using the these templates with
live data by just clicking a button, giving you the latest data
each time you run your report. With the Financial Report Designer
you can generate one of several financial layouts, make changes to
the layout using simple drag n drop functionality or editing them
using the Layout Generator. And you can distribute the Report
Designer reports them just as you would any of the other
templates.
8Designing Financial Reports
Users have two methods of creating financial reportsThe Task
Pane for intermediate Excel users is a 100% Excel experience and
offers maximum control and flexibility over report layoutsThe
Layout Generator for novice Excel users is easy to use and
automates the design and generationLG - For novice Excel users the
Layout Generator is easy to use and automates the design and
generation of simple financial report layouts quickly and
accurately
TP - For intermediate Excel users the Task Pane is a 100% Excel
experience and offers maximum control and flexibility over report
layouts
9www.SageIntelligenceCommunity.com
Sage Intelligence Reporting10
Sageintelligence.comCommunity- Hover over each tabGo to Group;
Go to 100 Group ** Show right side *Open Kick Off document *Show
Citrix *Show FRx section conversion doc, video *Show 2014
versionsGo to 300 GroupGo to Free Report TemplatesVideos Visit our
Channel todayWebcasts Recorded LIVE Register Home Knowledgebase for
errors or technical questions- Academy for SIR and Excel on
SteroidsBlog Click on each Excel and SI Tips and TricksForum
10Sage Intelligence Reporting templates/utility focus coming
soon!
The Sage Intelligence Reporting team is focusing on providing
more out of the box value through more report templates for
customers.
We currently offer a suite of additional free report templates
on the Sage Intelligence Reporting Community which is in the
process of being moved to an interactive webpage so all reports
will be easily visible and easily consumed by customers.
Sage Intelligence are also creating a Report Template Utility
which will allow clients to select the reports they are wanting and
these will automatically be imported into their Report Manager
module eliminating the manual upload they currently have to do.
This piece of software will be downloaded from the Sage
Intelligence Community website and installed on the customers
machine.
So how will this Report Template Utility work?
Once downloaded and installed on the customers machine, it will
automatically detect the accounting/ERP solution on customers
machine (Starting with Sage 50, 100, 300 and 500 ERP). If a
business partner has more than one solution on his/her machine it
will ask which one the customer would like to insert reports
into
It would then check to see if customer has latest reports
Once the user has selected the reports they would like to
import
They will get a confirmation screen to sync these reports to a
Free Report Templates folder in their Report Manager module.
This is a new exciting innovation that will allow customers to
the latest reports quickly and easily and not have to wait for the
next new release of Sage ERP Intelligence Reporting
11Other Sage Intelligence Webcasts to attendWebcast TitleSession
DateSession Start TimeNeed more flexible reporting? How to use Sage
Intelligence Reporting to improve your reporting needs.Wednesday,
August 19, 201511:00 PSTExcel Tips and Tricks for customizing your
Sage Intelligence reportsWednesday, August 26, 201511:00 PSTSage
Summit Session: Sage Intelligence for Sage 100, 300, and 500 ERP:
financial reportingThursday, September 3, 201511:00 PSTSage Summit
Session: Power up your Excel skills for effective business
reportingWednesday, September 9, 201511:00 PSTBecome a power user
of your Sage Intelligence solution and produce more meaningful
resultsThursday, September 17, 201511:00 PST12Training
YouTube: youtube.com/sageintelligence(subscribe)
Webcastssageintelligencecommunity.com
Sage Intelligence Excel on
Steroidswww.sageintelligenceacademy.com
13Click on YouTube: We all learn better by watching and doing so
one of our greatest resources is our YouTube channel where we have
specific Sage 100 Contractor Intelligence Reporting videos ready
for you to watch at your own pace.This will allow you to get
started with the installation and other informational videos that
you can watch immediately to help you understand and learn the
product. Click on Webcasts Save this as a favorite so that,
overtime you can learn more about SIR by signing up for a watching
our Webcasts. Sage Intelligence Excel on Steroids This is a
Self-service online and interactive, training course ready for you
to boost your Excel knowledge Beginner, Intermediate and Advanced;
Also Excel on Steroids.
13
Sage [email protected]@SageAlchemex@ssmithatsage
#sageintelligence
Thank you! 14Partner come through me. 14
