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Enhancing Your Budget and Reporting Process with SAI
Randy BacchusDebbie Hill
What is Sage Accpac Intelligence?• Excel-based reporting tool with access
to:– All modules and data– Multiple company databases
• Allows for easy reporting and analysis all through Excel
• Includes predefined financial and operations reports with user-level security
• Included with Sage ERP Accpac
Benefits of Sage Accpac Intelligence
Ease of Use
Standard Reports
Consolidations
• Easy to create and run reports
• Reports designed in Excel
• Standard report templates for management, sales, purchases and inventory
• Dashboard and trend analysis reports included
• Multicompany consolidated report templates included
• Build connections to other databases (eg. SageCRM)
KPI’s On Demand: Standard Reports• Dashboard Analysis• Multiple financial reports• Inventory report• Sales report• Purchase report• Metric and KPI reporting• Trend reporting• Cube reports available with the
Analysis license
KPI’s On Demand: Data Drilldown• Two types of transaction drilldown functions are available:
– Drilldown with details within report workbook– Dynamic drilldown or “on-demand reporting”
• Examples of drilldown can be found in:– Financial Reports D – drilldown details within report workbook– Financial Reports S – dynamic drilldown– Dashboard Analysis – dynamic drilldown– Trend Analysis – dynamic drilldown
Working with Reports in Excel• Full power of Excel to edit and analyze
reports and numbers
• Reports designed with pivot tables allow for easy customization by adding in columns
Consolidated Reporting• Multicompany Consolidations:
– Report on multiple Accpac databases
– Sample consolidated reports included
• Multidatabase Consolidations:– Can report on many different
database types– Combine Accpac data with
external databases
Sage Accpac
Sage CRM
Other Database
Shortcuts and Add-Ins• Several included “add-ins” provide
additional functionality for publishing and distributing reports:– Save report output to a specific
location
– Publish report in html for web
– Email report output
• Ability to run a report from the Sage Accpac desktop
See “The Big Picture” with SAI
Build
See
Share
• Reports designed in Excel
• Includes pre-defined reports
• Easy access to information
• Multi-module reporting
• Drilldown for details
• Multi-company and database consolidations
• Report scheduling functionality
• Distribution of reports via email or internet/intranet
• Report Shortcuts
Questions?Thank you for attending this session.
Please remember to provide your feedback.
Contact Information:Randy Bacchus [email protected]
Debbie Hill [email protected]
BAASS Business Solutions [email protected] 866.260.5302 www.baass.com
