Sage 100 ERP 2014
Kick off with Sage 100 ERP 2014 Intelligence Reporting

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Sage 100 ERP 2014 - Sage Intelligence Quick Reference Guide

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Sage Intelligence Quick Reference Guide - for Sage 100 ERP 2014 upgraders

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Sage 100 ERP 2014 - Sage Intelligence Quick Reference Guide

  1. 1. Sage 100 ERP 2014 Kick off with Sage 100 ERP 2014 Intelligence Reporting Connect with us A Quick Reference Guide to Getting Going • SageIntelligence.com • Community 1. Get Set Go! • Blog Get started in less than 3 hours with these helpful tools. • Webcast schedule Download these helpful tools YouTube Playlist • • Sage Intelligence Report Designer Add-In “how to” series Download the Getting Started Guide Download the Citrix Installation Guide • Knowledgebase • Familiarize yourself with the new 2014 look! Watch how to create a basic income statement (5.12 mins) • • Watch how to create a basic balance sheet (9.18 mins) Watch the demonstration on the new Ribbon feature (2.16 mins) • • Watch how to create multiple fiscal year and multiple budgets (3.46 mins) Watch the improvements on the Report Viewer (0:39 sec) • Watch how to combine GL accounts (3.24 mins) • Watch how to create a current period and YTD income statement layout (6 mins) “How to” videos • Watch how to run a report (1.41 mins) • Watch how to create a cash flow statement (12.48 mins) • Watch how to copy and rename reports (2.20 mins) • Watch how to create a rolling income statement (7.49 mins) how to add new folders and reports (3.22 mins) • Watch how to create a basic quarterly balance sheet (9.27 mins) • Watch • Watch how to save Excel templates, previously known as “create and link” (2.06 mins) 2. What tools can help me get started? Once you are up and running, use these tools to get the most out of your Sage 100 ERP Intelligence Reporting. FREE tools available for download Register for a variety of FREE live webinars • • • • • • • • Online training presented to you in the comfort of your own home or office. Download What’s New in Sage 100 ERP 2014 Intelligence Reporting Download the Release Notes Download the Report Descriptions Download the Spec Sheet Download the Frequently Asked Questions Download the Report Designer Add-In user guide Download the Sage Intelligence Reporting Trees guide Download FREE report templates Sign up for the Sage 100 ERP Intelligence Reporting Monthly Webcast Mailer Learn with the Community • Join the Sage 100 ERP Intelligence Reporting group on “The Sage Intelligence Community” Subscribe to FREE Tips and Tricks • • Sign up for the Excel Tips and Tricks e-newsletter Sign up for the Sage Intelligence Tips and Tricks e-newsletter See how the value adds up with the Sage Intelligence ROI Calculator 3. Take it further with additional learning Develop your skills with anytime or real-time training. Anytime Learning (Average of 45 minutes) Register for the Sage University training courses • • • • • • • • • • View Intelligence Reporting: Creating new reports View How to create a basic income statement and balance sheet View How to create a rolling income statement and a quarterly balance sheet View How to create a cashflow statement and consolidate multi-companies View Intelligence Reporting Connector Module Register for Excel on Steroids training on Sage University • • • • Intelligence Reporting Introduction course (FREE) Intelligence Reporting Beginner course (FREE) Intermediate Course Advanced Course Financial Workshop Get Certified in Sage 100 ERP Intelligence Reporting. Discovering Excel Course EOS Workshop 1: Business Reporting using Formulaes and Functions EOS Workshop 2: Managing Datalists and Macros EOS Workshop 3: Data Analysis using PivotTables/PivotCharts 4. For further Support Intelligence Support Desk: Telephone: 1-877-541-1681 / Email: intelligence.na@sage.com Applicable to Sage Intelligence Reporting version 7.3 and above.

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