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Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.

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Presentation on theme: "Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex."— Presentation transcript:

1 Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex

2 Agenda Sage Intelligence Overview Positioning Demonstration Learning and Enablement Q & A

3 In summary.. Consolidates data from any ODBC-compliant database Out-of-the-box value Predefined reports. Easy to use Familiar interface of Excel. Eliminates “spreadsheet chaos” Controlled and secure environment Saves time and money Automates report preparation Flexible reporting Customize and manipulate reports Improves Collaboration Automated report distribution

4 Primary Positioning

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8 Secondary Positioning

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10 Financials at a glance Performance – In-Memory Database (IMDB) provides fast processing and quick dynamic updates to data Account Roll Ups - Ability to cater for ranges of accounts, arithmetic, wildcards as well as exclusions Multi-currency - Integrated multi-currency support that uses exchange rates held within Sage ERP X3, caters for Ledger and Source entries Ease of Use - A single Financial Report that can be used to create all financial layouts i.e. Income Statement, Balance Sheet, Cash Flow, Trial Balance, Analysis

11 Financial at a glance … Scalable - Out the box financial report caters for multiple years, companies, sites, budgets, all 9 dimensions, multiple charts of account and ledgers Support for Pyramids - Dimensional Reporting Trees allow you to model Sage ERP X3 pyramids to support powerful dimensional filtering (all 9 dimensions) Drill down - Simple right click drill down from within Excel to GL account balances and GL transactions Flexibility - 100% native use of Excel allows you to be in control of how your reports are formatted, presented and graphed (supports Excel 2013)

12 Designing Financial Reports Users now have two methods of creating financial reports For intermediate Excel users theTask Pane is a 100% Excelexperience and offers maximumcontrol and flexibility over reportlayouts For novice Excel users the LayoutGenerator is easy to use andautomates the design andgeneration of simple financialreport layouts quickly and accurately

13 Sage Intelligence Demonstration

14 Free Learning Aids Solution supports up to Sage ERP X3 V7.1 patch 5 ** MS-SQL only ** Ships with a fully functional 30 day FREE trial which can be downloaded from www.sageintelligence.comwww.sageintelligence.com All collateral on Sage Intelligence BI Community (User guide, install guide, data dictionary, release notes http://www.sageintelligencecommunity.com/http://www.sageintelligencecommunity.com/ Monthly live webcasts and recorded webcasts available on demandMonthly live webcasts and recorded webcasts Supported by YouTube learning channel “How to video series” shows you step by step how to create financial reportsSupported by YouTube learning channel

15 Training Online training available at Sage Intelligence AcademySage Intelligence Academy 50% discount for Sage Intelligence online training valid until 30 April 2015

16 Questions ?

17 Thank you!


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