Sage Intelligence Reporting Where to go to learn more about Sage Intelligence Reporting Sandra Smith Sage Intelligence Product Specialist We will begin.

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Presentation transcript:

Sage Intelligence Reporting Where to go to learn more about Sage Intelligence Reporting Sandra Smith Sage Intelligence Product Specialist We will begin momentarily. Today’s webcast is being recorded and will be provided to you through . All participants are muted. If you have questions, please use the Webex chat window or us anytime!

Sage Intelligence Reporting Where to go to learn more about Sage Intelligence Reporting Sandra Smith Sage Intelligence Product Specialist

Today’s Webcast 1.Sage Intelligence information 2.Financial Report Designer – new versions 3.Short video – demo for new users 4.Sage Intelligence Community site for resources 5.Upcoming webcasts

Sage ERP X3 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 customers choose Sage Intelligence.

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

Analyze data to make better business decisions Let’s take a quick look…

Standard Financial reports Financial trend analysis General Ledger transaction detail Financial Report Designer* Operational reports Dashboard Analysis Inventory Status Vendor Purchases Customer sales * Report Designer module required

Generate Layouts with a simple drag onto the worksheet Run reports at the click of a button Missing Accounts Sage Intelligence Financial Report Designer Sage 100 – Features in current 2015 version Sage 300 – Features coming to 2016 version! Sage 500 – Features coming to 2015 version!

Designing Financial Reports Users have two methods of creating financial reports The Task Pane for intermediate Excel usersis a 100% Excel experience and offersmaximum control and flexibility over reportlayouts The Layout Generator for novice Excel usersis easy to use and automates the designand generation

Sage Intelligence Reporting10

Sage Intelligence Reporting templates/utility focus – coming soon!

Other Sage Intelligence Webcasts to attend Webcast TitleSession Date Session Start Time Need more flexible reporting? How to use Sage Intelligence Reporting to improve your reporting needs. Wednesday, August 19, :00 PST Excel Tips and Tricks for customizing your Sage Intelligence reportsWednesday, August 26, :00 PST Sage Summit Session: Sage Intelligence for Sage 100, 300, and 500 ERP: financial reporting Thursday, September 3, :00 PST Sage Summit Session: Power up your Excel skills for effective business reporting Wednesday, September 9, :00 PST Become a power user of your Sage Intelligence solution and produce more meaningful results Thursday, September 17, :00 PST

Training YouTube: youtube.com/sageintelligence (subscribe) Webcasts sageintelligencecommunity.com Sage Intelligence Excel on Steroids youtube.com/sageintelligence sageintelligencecommunity.com 13

#sageintelligence Thank you! 14