1. Sage Intelligence Reporting Presented by: Debbie Hill

2. 2 Sage Intelligence Control your data and reporting Automate reporting processes Analyze data, make better business decisions

3. 3 Sage Intelligence: Control Edit and view reports through the familiar interface of Microsoft Excel. Store and run reports in a controlled and secure environment. Create financial reports with drag-and-drop tools. Customize data output - filters, aggregates, parameters

4. 4 Controlled Environment Report Manager Store reports Properties, filters, parameters

5. 5 Report Designer–How do you want to design? Novice Excel Users: Layout Generator Simple graphical interface Automates report layout design Intermediate Excel Users: Add- In/Task Pane 100% Excel experience Offers maximum control and flexibility Layout Generator Task Pane

6. 6 Report Designer Add-In Lists Sage ERP General Ledger data Create rows of a report Formulas Calculated balances and fields based on parameters Defining Columns of a report Trees Reporting Trees for account segmentation One tree for multiple reports

7. 7 Sage Intelligence: Automate Run reports at the click of a button Pre-configured financial and operational reports

8. 8 Automation Automatically distribute reports to anyone who needs them. Email, send to a file, send to FTP Formats:.xls, PDF, HTML Schedule the routine running of reports

9. 9 Sage Intelligence: Analyze See data from your entire business. Create dashboards of your KPIs with charts and graphs. Drill down into your reports with the click of a button.

10. 10 Reports Dashboard Analysis Customer Sales Inventory Status Vendor Purchase Financial Consolidated Financial Financial Trend Analysis GL Transaction Details Designer: Financial & Consolidated Financial

11. 11 Profitability Dashboard Excel 2010 Excel 2013

12. 12 Resources Sage Intelligence Community http://www.sageintelligencecommunity.com/group/ Excel on Steroids Free Report Templates Group Tips and Tricks Blog, updated weekly: http://www.sageintelligence.com/blog/sage- intelligence-tips-tricks/http://www.sageintelligence.com/blog/sage- intelligence-tips-tricks/

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