Advanced Reporting:
Turning Information into Insight



                       Presented By: Debbie Hill
Agenda
•   Audience Poll
•   Turning Information into Insight
•   Comparing Current Options
•   How Does Sage Intelligence work?
•   Demonstration
•   Resources
Audience Poll
• What do you know about Sage Intelligence?
1.This is my first time hearing about it
2.It is installed, but I have never used it
3.I have a few reports but want more
4.I’ve linked all my databases
Turning Information into Insight
         • 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?
Comparing the Current Options
                                           Excel-Based Reporting Utilities
                                           Excel-Based Reporting Utilities
      Crystal                  Financial
                                                             Insight               Intelligence
      Reports                  Reporter
• Ability to design      • Allows for report          • Enterprise-wide Excel   • Allows for report
  custom reports           design in Excel              reporting                 design in Excel and
• All standard module                                                             data analysis
                         • Allows for access to all   • Complex budgeting
  reports
                           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 module     • Multiple database       • Multiple database
                                                        reporting and data        reporting
                                                        warehousing             • Data Analytic Cubes
                                                      • Sold separately         • Included in 5.6/6.0
How Sage Intelligence Works
Next Steps and Resources
1. Get Your Report Manager Installed
  – https://customers.sagenorthamerica.com/
1. Register on the Community
  – http://community.alchemex.com/group/sage300
    erpintelligence
1. Learn More
  – http://www.sageu.com/sage300erp

Al 2012 Advanced Reporting Turning Information into Insight

  • 1.
    Advanced Reporting: Turning Informationinto Insight Presented By: Debbie Hill
  • 2.
    Agenda • Audience Poll • Turning Information into Insight • Comparing Current Options • How Does Sage Intelligence work? • Demonstration • Resources
  • 3.
    Audience Poll • Whatdo you know about Sage Intelligence? 1.This is my first time hearing about it 2.It is installed, but I have never used it 3.I have a few reports but want more 4.I’ve linked all my databases
  • 4.
    Turning Information intoInsight • 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?
  • 5.
    Comparing the CurrentOptions Excel-Based Reporting Utilities Excel-Based Reporting Utilities Crystal Financial Insight Intelligence Reports Reporter • Ability to design • Allows for report • Enterprise-wide Excel • Allows for report custom reports design in Excel reporting design in Excel and • All standard module data analysis • Allows for access to all • Complex budgeting reports 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 module • Multiple database • Multiple database reporting and data reporting warehousing • Data Analytic Cubes • Sold separately • Included in 5.6/6.0
  • 6.
  • 7.
    Next Steps andResources 1. Get Your Report Manager Installed – https://customers.sagenorthamerica.com/ 1. Register on the Community – http://community.alchemex.com/group/sage300 erpintelligence 1. Learn More – http://www.sageu.com/sage300erp