2. Agenda
1. Sage Intelligence History
2. How to Talk About it and Sell it
3. Competitive Advantages
4. Modules and Functionality
5. How the Modules Work Together
6. Basic Elements of the Connector
7. Hands On Demonstration
8. The Online Community
9. New Report Designer Add-In!
4. How To Talk About Sage Intelligence
• Football, playoffs, kids
• BTW…what reports do you run?
– Even though you know the answer
• Who needs what? How do you get it to them?
– Don’t want to sell you something you don’t need
• How long does it take? How happy is
everyone? /
5. How To Sell It / Arrive at ROI
• How much time do you spend…
– Exporting to Excel
– Manual and repetitive cutting, pasting
• Could automation of these tasks…
– Free up hours for key people in your business
– Shift focus from preparation to analysis
• Calculate the hours saving in dollars
– Hours saved X average cost per hour of person
• One good buying decision based on timely
and accurate information, can translate
into massive savings
7. Competitive Advantages
• Installs seamlessly
• Single user license included
• Consolidations of financial and non financial data
• Access to all tables and all fields
• Drill down functionality
• All reports are delivered in Excel
• Provides a suite of standard reports delivering
immediate value
• Online training, community, knowledgebase,
forums, groups and learning services.
8. Modules and Functionality
Icon Component Description
Report Manager Author (design, create) and run
(Workstation) reports
Report Viewer Run reports including drill down – no
(Workstation) editing
Report Designer Graphical Interface that supports
(Site) drag & drop creation of financial
layouts
Connector Consolidations, Connect to additional
(Site) databases and tables
Analysis OLAP Module that enables the
(Site) creation of offline data cubes (large
transactions)
10. Hands-On Agenda
1. Standard Reports
2. New Functionality Available Now
3. Creating and Understanding Containers
4. Building a Standard Report from Scratch
5. Importing and Exporting Reports
– Free templates on the Community
6. Excel Pivot Tables, Charts, and Slicers
7. The New Report Designer Add-In!
11. Basic Elements of the Connector
CONNECTOR REPORT
MANAGER
Connection Container Expression Report
How do I
Which What Data want to
Which
Company Fields? Report?
Tables?
Database? (Information)
13. What is Business Intelligence?
• What happened in the past?
• What is happening now?
• What will happen in the future?
• Why did it happen?
• What do I want to happen?
14. Comparing the Current Options
Excel-Based Reporting Utilities
Crystal Financial
Insight Intelligence
Reports Reporter
• Ability to design • Allows for report • Enterprise-wide • Allows for report
custom reports design in Excel Excel reporting design in Excel and
• All standard module data analysis
reports • Allows for access to • Complex budgeting
all G/L data with • Consolidations and • Consolidations and
• Ability to customize
standard reports drilldown reporting beyond G/L reporting beyond G/L
• Part of the G/L • Multiple database • Multiple database
module reporting and data reporting
warehousing • Data Analytic Cubes
• Sold separately • Included in 5.6/6.0
16. Next Steps
1. Get Your Report Manager Installed
– https://customers.sagenorthamerica.com/
2. Register on the Community
– http://community.alchemex.com/group/sage300erpintelligence
3. Learn More
– http://www.sageu.com/sage300erp
• Contact your local Business Partner
