Sage Intelligence Financial Reporting

1. 1/19/2018 1
Kelly Hummel, Practice Director
Sean Fleming, Sr. Solutions Engineer
Presented by:

2. Today’s Presenters
Kelly Hummel | Net@Work
Practice Director - Sage 300
Sean Fleming | Net@Work
Senior Solutions Engineer

3. Webinar Details
• Presentation is roughly 30-60 minutes
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
Questions Box located at the bottom of your webinar panel

4. 180+ Business
Technology Architects
and Consultants
IT Road
Mapping
& Strategic
Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed Services
ERP/
Accounting
Web
Development &
e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company

5. Goals of the Webinar Series
To Educate Sage 300 Users on the power
and basic capabilities of different BI Tools.
Provide a full range of Business
Intelligence Options to choose which is the
best solution for your needs.
Understand the benefits of transitioning
from FR to a more modern solution.

6. Sage 300 Setup Series Dates
# Content Date
1 Sage Intelligence Financial Reporting 01/19/2018
2 Sage Intelligence Operational Reporting 02/02/2018
3 Take your Reporting to the Next Level with Sage
Enterprise Intelligence
02/16/2018
4 Take your Reporting to the Next Level with Dataself 0/30/2018
5 Creating Reports using Orchid Info Explorer 04/06/2018
6 Using Power BI with Sage 300 04/13/2018

7. 7

8. Webinar Poll
• Answer the Polling Question to the Right
SF

9. Today’s Topic
Sage Intelligence – Financial Reporting
• Copying a Report
• Existing Reports that can be modified
• Using the Layout Generator
• Formatting and Calculations
• Saving the Excel Template
• Distributing the reports
SF

10. Lets Take a
Live Look!
Sage 300 Intelligence Series

11. 1/19/2018 11
Thank You For Attending!
Kelly Hummel | Net@Work
Sage 300 Practice Director
(P) 800-719-3307
(E) khummel@netatwork.com
Connect with
800-719-3307
www.netatwork.com
netatwork.com/blog
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
Contact your Net@Work Account Manager for any questions or concerns.
Or you can reach out to us via the information below!
Sean Fleming | Net@Work
Sage 300 Solutions Engineer
(P) 800-719-3307
(E) sfleming@netatwork.com

12. Be Sure to Register for the
Next Webinar in the Series:
Sean Fleming
Email: sfleming@netatwork.com
Register: netatwork.com/events
Questions…
• Setup Series
• Intelligence Series
• Automation & Workflow Series
• Document Management Series
• Warehouse Management Series
• Net@Work’s Favorites Series