Sage 100 Business Intelligence Workshop

Sage 100 Business Intelligence Workshop



Expert User: Build reports across multiple databases

Expert User: Build reports across multiple databases
Advanced User: I’m getting creative
Beginner User: I can run the standard reports
What is Sage Intelligence?



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  • SAGE ERP 100 INTELLIGENCE FOR 4.5 New features and functionalities included in Sage ERP 100 Intelligence for 4.5 include the ability to attach Reporting Trees to Report Designer layouts. The new trees will expand the options that companies can use for different reporting structures. A new 90 day trial period will be included for Report Designer so customers can experience the benefits of expanded importing and exporting capabilities, and creating scheduler commands. Also included in 4.5 will be more flexibility on how reports or any Excel workbooks are distributed, to include distribution via email, publishing to a public server, and FTP publishing. REPORTING TREES The new Sage ERP 100 Intelligence 4.5 Reporting Tree structure will allow the customer to generate reports that automatically follow their internal company structure, with the flexibility to accommodate anything from a simple to a very sophisticated hierarchy. Using Reporting Units, reports will be able to be set up to represent the company’s hierarchies, and then easily generated at a Detailed or Summary level. These Reporting Units can be departments by GL accounts, or higher level groups in the company, established by building as many parent and child relationships as is necessary. Sage ERP 100 Intelligence will provide the ability to set up hundreds of Tree Units for those companies who have very complex corporate hierarchies, as well as meeting the needs of flatter and more simple organizations who will require much fewer tree units. Once established, as business needs change, the Reporting Trees will be able to be easily added to, changed, renamed, and copied, without requiring a change to financial data. REPORT DISTRIBUTION ENHANCEMENTS Sage ERP 100 Intelligence 4.5 will include increased flexibility to distribute Intelligence Reports and Excel workbooks, including sending reports to a file, publishing to an FTP site, or send via email in a variety of standard formats. Customers will be able to choose the reports they want to distribute, how they want to send them, and the recipients. Report Distribution in 4.5 will improve workflow and speed up business processes by automating report delivery and distribution. 4.5 Intelligence features will include the ability to establish unique settings for each email format, choosing from PDF, HTML and XLSX, and to create custom criteria for report distribution. Customers will be able to send a report to different destinations, establish a regular distribution to managers and executives, or use an existing outlook profile and address book. Flexible options will include the ability to add pertinent information to the report when it’s distributed via the chosen electronic method. This will include the powerful ability to include a specific cell into the body of the email.

Sage 100 Business Intelligence Workshop Sage 100 Business Intelligence Workshop Presentation Transcript

  • Sage 100 ERPSage 100 BusinessIntelligence WorkshopDebbie Hill – Senior Trainer, Sage
  • SURVEY: How familiar are you with Sage Intelligence?3.Expert User: Build reports across multiple databases4.Advanced User: I’m getting creative5.Beginner User: I can run the standard reports6.What is Sage Intelligence?
  • Agenda• Business Intelligence Overview• Getting Going with Sage Intelligence• What’s New in 4.5• Standard Demonstration• Break• Microsoft Excel Tips and Tricks• Demonstration
  • What is Business Intelligence? • Collecting information in order to make decisions • Covers: a) The collecting of data b) Discerning trends, patterns and meanings c) Responding to that information • Can take ANY form: verbal questions, reports, dashboards, etc.
  • What is Sage 100 Intelligence? User Desktop Data Data Data Data Data Data Data Data Data Web Server Data Data Data Warehouse Sales Office Remote Office
  • Icon Component Description Report Manager Author (design, create) and run reports Report Viewer Run reports and drill down – no editing Security Manager Defines security for reports License Manager Manages licenses Connector Consolidations, Connect to additional databases and tables Report Designer Excel add-in that transforms raw data into financial layouts 6
  • Demonstration• Standard Reports – More then just General Ledger!• Drill Down Capabilities• Modify Existing Reports• Build Your own Financial Reports – Designer Overview – Reporting Trees – Distribution Options• Sage Business Intelligence Community –
  • Break
  • Sage 100 ERPSage 100 BusinessIntelligence WorkshopPart 2Debbie Hill – Senior Trainer, Sage
  • Microsoft Excel Tips and Tricks • 6 Keyboard Shortcuts • Dashboards – Dashboards vs. Reports • Pivot Tables and Charts – Create and Modify Pivot Tables – Create Pivot Charts • Excel Slicers
  • Keyboard Shortcuts • Display the shortcut menu: Shift + F10 • Wrap Text: Alt + Enter • Auto Sum: Alt + = • Insert new Worksheet: Shift + F11 • Create a Chart: F11 • Quickly Select Range of Cells: Ctrl + Shift + *