Tips on Moving from Sage 300 Financial Reporter to Sage Intelligence

1. Start Time: 2:00pm EST
Welcome!
Webinar Audio:
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Or listen in using your microphone or computer speakers.

2. Webinar Details
• Presentation is roughly 1 hour
• 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

3. Today’s Presenters
Anna Chan| Net@Work
Sage 300 ERP – Business Analyst
Sonia Gray | Net@Work
Sage 300 ERP – Consulting Manager

4. Net@Work Overview – Solutions & Services

5. What’s Changing for
Sage 300
Financial Reporting
and Why

6. Financial Reporter will be phased out
Why?
• 16 bit application
• Newer versions of MS Office
and operating systems will
not support 16 bit
applications
• Sage Intelligence is based on
current technology and
spans multiple Sage product
lines.
When?
• For Hosted and Subscription
based version of Sage 300 –
immediately
• For perpetual licensed users –
upon upgrade to:
• A 64 bit version of MS Office
• An operating system that will not
support 16 bit applications
• Version 2017 or higher of Sage
300

7. Excel Version
• Sage 300 built-in Financial Reporter supports
Excel 2013 but only running in 32 bit
• Sage Intelligence supports running Excel
2013 both 32 and 64 bits
• Sage Intelligence also uses .Net framework 4
which is better supported and avoids
installing old versions of the .Net runtime.

8. Cloud Solution
• As a cloud offering Sage wants to integrate to
the cloud version of Excel, namely the
browser based Excel 365 version
• By using Sage Intelligence, all your report will
continue to work and won’t need to be re-
written once Sage switches to Excel 365
• For the Sage 300 built-in Financial Reporter it
will only continue to work with the local
installed version of Excel

9. Sage Intelligence Used Across All
Sage Accounting Packages
• Sage Intelligence was introduced as a
replacement for the discontinued FRX
Financial Software that was available with
the other Sage Accounting Packages
• Sage 300 is now benefiting from having this
Reporting Tool as it not only reports on
Financial Data but can also report off other
modules
• For the Sage 300 On-Premise installation,
Financial Reporter is still available, but for
the Sage Hosted solution, only Sage
Intelligence is available for Financial
Reporting
• Sage Intelligence where Sage is investing in
improving Excel based reporting

10. Sage ERP X3
Sage ERP
X3
Sage 300
ERP
Sage 300
ERP
Sage ERP
X3
Sage 100
ERP
Sage 50 U.S. Edition
Sage 50 Canadian
Edition
Sage 500
ERP
Sage
VIP
Sage 300
ERP
Sage 100
Contractor
+25,000
Sage Customers Choose
Sage Intelligence

11. Performance
• The data is loaded into memory at the
beginning and then do all reporting from this
in-memory database.
• This way as you change reporting options
and interact with the report, you get far
better performance than before.

12. Sage Intelligence Modules
Report Manager
• The Report Manager provides an interface to create, run and modify reports.
Report Viewer
• The Report Viewer provides an interface to run the reports directly.
Report Designer
• The Report Designer consists of the Layout Generator which allows you to fast track the
building of powerful financial reports with an easy-to-use, drag-and-drop interface.
Connector
• The Connector maintains the connectivity between Sage Intelligence Reporting and the data
sources.
Security Manager
• The Security Manager controls the accessibility of Sage Intelligence Reporting reports by the
various users.
License Manager
• The License Manager maintains the licenses installed for Sage Intelligence Reporting.
Analysis Module
• Perform multidimensional analysis of large volumes of data via OLAP

13. Sage Intelligence
ODBC-
compliant
Value out-
of-the-box
Excel
interface Eliminate
spreadsheet
chaos
Automate report
preparation
Customize and
manipulate
reports
Automated
report
distribution
Easy to
use
Save
time and
money
Controlled
and secure
Flexible
reporting
Predefined
reports
Consolidate
data
Improve
communication

14. Converting Financials to
Sage Intelligence
from
Financial Reporter

15. Let’s see an example…

16. Online Resources
• youtube.com/sageintelligence
• sageintelligencecommunity.com
• www.sageintelligenceacademy.com
• Net@Work Curriculum
www.SageIntelligenceCommunity.com

17. Sage 300
Intelligence Reporting Conversion Guide

18. Start Time: 2:00pm EST
Please type in
your questions

19. Thank You!
For any questions or information contact your account manager:
Anna Chan| Net@Work
Phone: 646-293-1730
achan@netatwork.com
Sonia Gray | Net@Work
Phone: 206-494-0366
sgray@netatwork.com
Scott Beavers| Net@Work
Phone: 802-693-0017
sbeavers@netatwork.com
Mike Kuyumjian| Net@Work
Phone: 416-305-8269
mkuyumjian@netatwork.com
Peter Conway| Net@Work
Phone: 973-396-1665
pconway@netatwork.com
Kayla Prenger| Net@Work
Phone: 636-362-6624
kprenger@netatwork.com

20. Start Time: 2:00pm EST