Sage Intelligence Reporting for your Sage ERP Software
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Presented by BrainSell, a top Sage ERP partner, www.brainsell.net Sage Intelligence works with Sage 100, Sage 300, Sage 500 and more. See how it can make your life better today! www.brainsell.net
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Sage Intelligence Reporting for your Sage ERP Software
- 1. Sandra Smith – Sage Intelligence Product Specialist Kellie Pitt –VP Sage Practice, Brainsell SageIntelligenceReporting Where better information means better decisions Presents
- 2. Agenda • What is Sage Intelligence Reporting • Standard Reports • Components • Demonstration • Helpful learning resources
- 3. 72% of business users prefer having their data in Excel® #SageSummit | @JayN100 46% of business owners say that too few decisions are based on relevant data 42% of businesses say that many decisions are based on inaccurate/ incomplete data
- 4. 7 in 10 organizations spendmore time: • Waiting for data • Preparing data • Reviewing data for accuracy Instead of analyzing the data to make business decisions! Source: Ventana Research: Business Analytics: Benchmarking the Analysis of Data To Gain Insight – Benchmark Research Research Report Executive Summary Sponsored by IBM
- 5. This is where we come in!
- 6. Sage Intelligence Overview Compatible with: Sage 100cloud, 300cloud, Sage 500 • Excel-based reporting tool • Ready-to-use reports and existing layouts • Designing financial reports • Creating new reports from other sources • Collaboration and auto distribution
- 8. Standard Reports • Dashboard Analysis • FinancialTrend Analysis • GLTransaction Detail • Sales • Purchase • Inventory • Financial Report Designer* *Requires the Report Designer Module
- 9. Customize and design reports to meet your business needs
- 11. Layout Generator Easy, point-and-click for novice Excel users Task Pane Users comfortable with maximum control of the report layout using Excel Options to design using Financial Report Designer
- 12. • Use existing financial layouts • Create your own layout Task Pane to customize formulas, lists and manage tree views Customizeusing theTask Pane
- 13. Drill down to supporting data Drill down to supportingdata
- 14. Collaborate and share information appropriate to business needs
- 15. Auto distribute to share pertinent information Drill-down to see supportive data securely Connect to all Sage solution modules and other databases
- 16. “Since implementing Sage Intelligence, manual reporting processes have been completely automated and the level of trust in reporting accuracy has increased significantly. ” Robert Neable, Discovery Air Sage IntelligenceComponents
- 17. Report Manager Customize existing reports, create new reports manage report properties
- 18. ReportViewer View existing reports, drill-down, Properties controlled by Report Manager
- 19. Connector Multi-company, multi-currency consolidations and connect to additional ODBC-compliant databases
- 20. Report Designer Create customized financial reports or use pre- defined layouts
- 21. License Manager and Security Manager Tracks available licenses; Users, reports #SageSummit | @JayN100
- 22. “Sage Intelligence Reporting helps us get information out as soon as it is available.” Kathy Whiteman, Controller, Bruker AXS Handheld Inc. 23#SageSummit | @JayN100 Additional free pre-built reports
- 23. The ReportUtility Easy download • From www.sageintelligence.com • Icon on desktop accesses the report list • Fast download to Report Manager folder • Preview of each report www.sageintelligence.com/report-utility/
- 25. © 2015 Sage Software, Inc. All rights reserved • Brainsell.net • Email: kpitt@brainsell.net • youtube.com/sageintelligence • sageintelligence.com To find more info go to: If you’d like to chat with Kellie about Sage Intelligence Reporting, call 978-887-3870 ext. 202
Editor's Notes
- To combat the problem that organisations face in terms of accurate information needed, we have developed a simple reporting tool that seamlessly integrates with Sage solutions and delivers information in a familiar Microsoft Excel format, ready to interpret, analyse and distribute to relevant stakeholders. Not only does Sage Intelligence Reporting enable users to analyse their data and make business decisions based on accurate information, but with the Report Manager Report Repository we ensure that reports are run from one central place and thus eliminating reporting chaos. All in all, business’s experience immediate return on investment with the improved efficiency and time saved.
- How SI works? Provides an interface to create and modify reports or manage all reports. Reports are grouped into folders [CLICK 5 times] dashboards, financial, inventory,purchase, sales. You can add folders to store your customized reports. [CLICK}Properties on right provides further info on where templates and other metadata information for SI is stored. All reports run to Excel One license free additional either purchased or provided depending on your support level
- 100
- Financial and non-financial
- The Report Designer allows for report generation in the simple, graphical method for simple report creation and editing for single company business to the Add-In’s Task Pane which empower users to take control of all design aspects of their reporting layouts. The Layout Generator easily sets up the report formatting use point and click functionality and graphically presents the format for the user to create and edit templates the way they wish. The Report Designer Add-In allows users to break down a report into reusable pieces and then control where and how these pieces fit together to create a report. These pieces are Excel functions which communicate with a new In-Memory processing engine which will guarantee performance by being able to crunch financial numbers very quickly. While the Report Designer Add-in is installed separately, it enhances the Report Designer module. The Layout Generator serves the need for automated reports at the click of a button, however this automation cannot always cater for every single reporting requirement. The new Report Designer Add-in extends the Report Designer module giving users maximum flexibility to design their reports from the ground up exactly the way they wish, without any design, fiscal year or budget set constraints.
- The Layout Generator is another option to create and manage the look of your financial layouts. Design the layout that meets your business needs easily by pointing and clicking on your rows and columns CLICK ROW SETs enable you to see your grouped and ranged row values the way that makes sense to you in your business. You can set up a row according to Account, Acct Cat, Acct Group and Acct Type. You can create account ranges with inclusions as well exclusions
- In addition, CLICK you can drill down into supporting data from your financial report. It’s easy! Just right-click and drill into the value CLICK to see the data at the account level then drill to the transaction level.
- Drill-down available using Report Manager and Viewer only, not when report is distributed. Connect - You only need 1 connector module; Unlike Report Manager module 1 is required per site; Why need it? If you want to connect to other companies and other data sources other than ERP accounting, Point of sale, inhouse SQL Oracle database from which to report on. In that back end, there are pre-defined containers (describe all) that work with the reports in RM. However, you may want to add containers that are to be used for your specific reports that you want to build. Rather than using the standard containers that exist already in the Connector module. The standard containers that are shipped with the Connector module work with each of the standard reports within Report Manager. If there is data that you wish to report from and the existing containers are not currently connected with the modules or databases within which you want to report then you need to add new containers using the Connector Module. There may be other modules within your Sage ERP that you would want to connect to and report on However, if you are happy with the standard reports in the Report Manager, those are all 100% fit for your business requirements, then you would simply have the Report Manager license for all those standard reports and you can run those standard reports.
- RM Designer