Sage Intelligence Financial Reporting

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The document outlines an introductory webinar on Sage Intelligence Financial Reporting. It introduces the presenters Kelly Hummel and Sean Fleming and details how the webinar will be structured. The webinar aims to educate Sage 300 users on basic BI capabilities and help them choose the best solution to transition from Financial Reporter. An overview of the topics to be covered is provided, including copying reports, existing report modification, layout generation, and report distribution. Finally, information on upcoming webinars in the series is included.

Software

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

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

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

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

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.

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

Webinar Poll
• Answer the Polling Question to the Right
SF

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

Lets Take a
Live Look!
Sage 300 Intelligence Series

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

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

This document summarizes a webinar on Sage Intelligence - Financial Reporting. It introduces the presenters and details that the webinar will last 30-60 minutes. Attendees are asked to type any questions in the question box. The goals of the webinar series are to educate Sage 300 users on BI tools and help them choose the best solution. This webinar will cover copying reports, existing reports that can be modified, using the layout generator, formatting calculations, saving templates, and distributing reports. Information is provided on upcoming webinars in the series and contact details are listed for follow up questions.

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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.

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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

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