Sage Intelligence for Sage 100 ERP
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Increase profitability and better decision-making with real-time access to data with Sage Intelligence for Sage 100 ERP.
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Sage Intelligence for Sage 100 ERP
- 1. Sage Intelligence Webcast To Join the Audio: ###-###-#### Passcode ###### Walt Goodfield/Mark Eddy RKL eSolutions, LLC February 11th 2015 Focused. On you.
- 2. 2 MarkEddy ProductSpecialist–Intelligence Sage MarkhasbeenwithSAGEfor 5years. BeforemovingtotheIntelligence team,hewasamanagerfortheFixedAssetsteaminHerndon,Virginia. About Our Presenters RachelRoselli CustomerAccountManager RKLeSolutions Rachelisyourdedicatedpoint-of-contactatRKLeSolutionsforyourSage andcomplimentarysoftwarelicenses.
- 3. What is Sage Intelligence? • Excel-based reporting tool with access to • All ERP modules and databases • Multiple company databases • Easy reporting and analysis through familiar MS Excel • Includes predefined financial and operational reports with user-level security • Report from all ERP modules and beyond!
- 4. Consolidates data from any ODBC- compliant database Out-of-the-box value Predefined reports. Easy to use Familiar interface of Excel. Eliminates “spreadsheet chaos” Controlled and secure environment Saves time and money Automates report preparation Flexible reporting Customize and manipulate reports Improves Collaboration Automated report distribution Distribution Settings Manage Distribution Instructions Select Instructions Send Now How Sage Intelligence can meet your needs 4
- 6. Sage Intelligence: Components Component Description Connector Connect to additional data bases Report Manager Author (modify and create) reports Report Designer Build financial reports using Layout Generator or Task Pane with drag and drop Report Viewer View authored reports – no editing License Manager Manages module licenses Security Manager Defines security for reports/users
- 7. Standard Reports Dashboard Analysis Customer Sales Inventory Status Vendor Purchase Financial and Consolidated Financial Financial Trend Analysis GL Transaction Details Financial Designer and Consolidated Financial Report Designer
- 8. Additional Resources ERP-Specific Communities http://www.sageintelligencecommunity.com/group/ Tips and Tricks Blog, updated weekly http://www.sageintelligence.com/blog/sage-intelligence-tips-tricks/ Sage University http://sageu.com/ You Tube Learning Channel http://www.youtube.com/user/SageUERPLearning
- 9. To edit footer choose Insert > Header & Footer and Apply to All 9 Let’s take a look at Sage Intelligence Reporting…
- 10. Sage Intelligence 11 Thank you!!
- 11. Contact Rachel for pricing, compatibility and consulting review for your business reporting needs. Rroselli@rklesolutions.com 717.735.9131
Editor's Notes
- CLICK Sage Intelligence Reporting is a single investment. It is a single tool with Excel as the frontend so you don’t have to learn new software. SI accommodates all your reporting needs - financials, operational, dashboards, beyond the ERP. No need to have one tool for financial reporting (think Fr, FRx, FDE) and another tool for operational reporting (think Crystal). SI provides a one stop shop for all reporting needs, integrated into your ERP empowers you to quickly and easily obtain the information you need for improved reporting across your entire business. CLICK Based on the familiar Microsoft Excel application, Sage Intelligence Reporting uses data from all modules within your Sage ERP as well as other ODBC-compliant databases such as SQL, Oracle, even if you want to make a connection with an Excel table. Using Excel it lets you effortlessly create reports and analyze data, improving your visibility into your organization and helping you make more informed business decisions. CLICK SI includes predefined reports that comes shipped with your Sage ERP for financial and operational reporting. CLICK These reports save time - since they are re-usable templates they reduce redundancy, and by populating with data straight from your ERP in any format you desire you can review updated results simply by re-running the report at the click of a button. It is easy to get up and running with pre-built pre-configured reports that you can use and modify as well as building the reports the way you need to see them.
- Easy to use Employees can view, analyze, and customize reports in the familiar interface of Excel. Leverage existing spreadsheets in your report to extend the capabilities of your reports This leverages existing Excel skills in your business, with training resources that can be found everywhere maximizes flexibility, and lowers your total cost of ownership. Eliminates “spreadsheet chaos” Sage Intelligence provides a controlled and secure environment to store and run your Excel reports. Saves time and money Sage Intelligence automates report preparation by pulling trusted info from your ERP system and other sources into Excel report templates when you need it, so you can spend your time analyzing the data rather than pulling it together. Reduce manual report preparation, repetitive data pulls, and complex back-end data joins. Flexible reporting Take full control of financial reporting with the Report Designer module, which fast-tracks the building of financial reports through an easy-to-use drag-and-drop interface. Reporting Trees functionality allows you to model a reporting structure and view your organization in many different ways. Improves Collaboration Automated report distribution can be set up, which allows for improved access to information and collaboration among teams. Many, flexible methods for distributing reports - Give more people access to information they need and pave the way for true collaboration and better decision-making across your business. Consolidates data Data from multiple companies, divisions, and departments can be consolidated into one report using information from any ODBC-compliant database. Out-of-the-box value The solution comes with predefined financial, sales, dashboard, and other reports.
- A SI report consists of 3 components 1st part - The getting to the data and describing the data to be reported on - this is known as the container. A Container points to the table and fields used in the report; it is either a single table, a SQL join, a graphical tool SQL join, a SQL query or a stored procedure and it stores the instructions, tables and fields for your reports 2nd part - The Report properties like the columns, filters, parameters (what info you want included in your report) 3rd part - The Excel template which defines what the report looks like when delivered into Excel i.e. pivot tables, graphs etc. So make all this work we have the: Connector module is the point where database connections are established; it serves two functions 1) the connector determines what data is available for reporting. Within your connector module you have your connections and your containers which define what db the report is pulling from, where that db is, and then what tables, fields and expressions you are going to make available for your reporting needs. Defines how the connection is made to the database. 2nd function – defines ‘containers’ – points to tables and fields that is required by the user; it is a map that points to the approp data that is going to be included on the report. Separate module to be purchased but you do not need it to run SI. Report Manager You will find the report itself in the Report Manager and the report is linked to one of those containers in the connector. 2 functions – 1) run a report and 2) create a report - The Report Manager allows you to choose what data you want to make available to it, what data the report is going to use. The Report Manager is used to define sorting, filtering, parameter options, as well as many other report settings applied to the reports so that you can bring through the data you require to MS Excel. After you define your report here, you can run your report from the Report Manager and then view the report in Excel. Once the report is run out from the Report Manager, it opens to a Microsoft Excel workbook that allows you to edit and analyze your data. Finally, the template is then linked back or saved to the report in Report Mgr so that you can re-use
- License Manager and Security Manager – icons in folder that holds activations and security permission; more of a set up ;you to manage module licenses Report Manager Authoring tool, create new reports, modify existing reports, comparable to the FRx Report Designer, pick which reports, databases, company codes then run the report out from there; usually only 1 person tasked with report writing; Occasionally customers need extra licenses but we don’t sell a lot of extra ones. 100 – 1 license, 500 gets 4 (comparable to FRx); Allows you to modify and create reports using existing data containers and allows you to run reports. This module offers the Report Designer and the Report Designer Add-In features. Report Viewer Allows you to view authored reports – no creating or editing. Allows to run reports in real-time to change the data range or email the report once a day; could open and view drill-down via Excel or Adobe; Operational side, people are using for inquiry purposes e.g. warehouse looking up quantity on hand. Security Manager Allows you to use to define security for reports and users Connector Allows you to establish connections to databases and create and modify data containers, which are used by reports to obtain data. Site license – 1; opens doors to all other modules outside of the ERP and other ODBC and to consolidate multiple companies; All partners get 1 license eg job cost built by partner;
- Dashboard Report is a template that contains a one-page summary of key performance indicators (KPIs) featuring a financial analysis and “Top 5” reporting on customers, items, and expenses. It contains both text and graphics to help with daily and long-term planning. In addition, comparative profit and loss figures are displayed for both the current month and year-to-date figures from the start of the current financial year. Customer Sales Report This report allows you to easily drill down to get further insights into the data. Displays pertinent sales information including sales quantities, costs, and gross profits by customer and item. This report is run for a chosen date range and displays quantity sold, dollars sold, cost of goods sold, gross profit amount, and gross profit percentage by customer and item. Similar to other reports, additional elements can be added to the Microsoft® Excel PivotTable® for further manipulation and analysis. Inventory Status - This report displays current stock quantities, purchase and sales order quantities, average unit cost by item recent cost, and warehouse. The report can easily be filtered by item number and location, or additional fields can be dragged and dropped into the report, using standard PivotTable functionality for further analysis. Vendor Purchase - This report is run for a chosen date range and displays quantities purchased, average unit cost, total dollars purchased, and average days ordered by vendor and item. The report can easily be filtered by category, location, period, and item code, or additional fields can be dragged and dropped into the report, using standard PivotTable functionality for further analysis. Powerful Financial Report and Consolidated Financial Report templates are available out of the box, offering 14 different report layouts to generate comparative balance sheets and/or income statements for any specified financial year, period, quarter, and budget. The layouts are automatically generated, grouped, and subtotaled by Sage 100 ERP account group. It is possible to drill down to the general ledger (GL) transaction details for any of these accounts. The Consolidated Financial Report supports multicompany consolidations. Financial Trend Analysis Graphically trends account net changes per selected GL account number per financial period for the current financial year and previous financial year, providing comparative trending of account balances. General Ledger Transaction Details This report is run for a chosen financial year and range of financial periods and displays detailed GL transaction details by account then by date and document number reference. It can also be used to display a monthly trial balance if summarized using the PivotTable. Financial Report Designer and Consolidated Financial Report Designer These reports require an active Report Designer license. This report generates a Report Designer-enabled workbook with raw financial data and enables use of the unique Report Designer interface launch from within Excel; this can then be used to transform the raw financial data into powerful report layouts.
- Mark To Present There are two great ways to purchase the Intelligence product….Subscription or Traditional on premise pricing The subscription pricing gives the client everything they need to run their business regardless of the number of users For the subscription, Sage is going to give new license teir credit for 24 months up front The traditional on premise licensing is either per user or a one time module fee