Enhancing Your Budget andReporting Process with SAI Randy Bacchus Debbie 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 • Easy to create and run reports • Reports designed in ExcelEase of Use • Standard report templates for Consolidations management, sales, purchase s and inventory • Dashboard and trend analysis reports included Standard • Multicompany consolidated report templates included Reports • 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 Sage Sage Other – Combine Accpac data with external Accpac CRM Database databases
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 • Reports designed in Excel • Includes pre-defined reports • Easy access to informationBuild Share • Multi-module reporting • Drilldown for details • Multi-company and database consolidations • Report scheduling functionality See • 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 firstname.lastname@example.orgDebbie Hill email@example.comBAASS Business Solutions firstname.lastname@example.org 866.260.5302 www.baass.com
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