Sage 100 Intelligence Reporting

Creating a commission report from scratch using Sage Intelligence

 [Suggested Audience] Beginner and Intermediate and Advanced

Enhance In this session Dave and Darlene Smith from Phase One Computing will take you through the steps of creating a commissions report from scratch and sharing some Sage Intelligence and Microsoft Excel tips along the way..

27 July 2017

Ignite your Excel skills for more impactful reports,Part 3 – Financial report enhancements

 [Suggested Audience] Beginner and Intermediate

Enhance your financials by learning how to group accounts, adding drop-down lists and using buttons like scroll bars for filtering. See how you can create more impactful financials.

26 July 2017

Ignite your Excel skills for more impactful reports,Part 2 - Pivot Tables and Power View

 [Suggested Audience] Beginner and Intermediate

Have you always wanted to learn how to use Pivot Tables for better reporting? Now you can! See how easy it is to create and modify Pivot Tables so your reports are more impactful. Power View is an Excel feature that is even easier. Watch how simple it is to use Power View.

19 July 2017

The X-Factor Report Writers Series, Part 6: Creating custom layouts using the Task Pane

 [Suggested Audience] Advanced

Looking for inspiration on how to lay out your data in Excel using Sage Intelligence? This webcast aims to empower you to create a masterpiece using the Task Pane.

18 July 2017

Learn how you can create informative dashboards with Sage Intelligence and Power BI

 [Suggested Audience] Advanced

In this webcast, you'll discover what types of dashboards you can create using Sage Intelligence and Power BI.
This webcast will feature:
- Brief summary of connecting SI and Power BI
- Step by step information on creating your own dashboard
- Overview of additional dashboard to inspire innovation
.

13 July 2017

Ignite your Excel skills for more impactful reports, Part 1 – Formulas and formatting

 [Suggested Audience] Beginner and Intermediate

Learn a few general formulas like rounding numbers and time values, moving rows and columns, add a field to a Pivot table, using Slicers to enhance your reporting skills.

12 July 2017

Introducing the Report Utility for Sage 100 Intelligence Reporting

 [Suggested Audience] Beginner, Intermediate and Advanced

Do you have a report in mind that you need, but don't really have the time to create?Introducing the Sage Intelligence Report Utility. In this webcast, we will demonstrate how you can access the Report Utility, download it, and import free additional Sage Intelligence reports that you can use and customize.

21 June 2017

Discover how you can easily create dashboards using Sage Intelligence and Microsoft Excel

 [Suggested Audience] Intermediate

Are you interested in creating Dashboards, but not comfortable using Pivot Tables? Join this webcast as we demonstrate how to build interactive reports using Excel PowerView.

21 June 2017

Upskill yourself in Excel Today!

 [Suggested Audience] Intermediate

Keeping Improve your skills and reduce the time it takes you to get work done. Upskill yourself now with this Excel-focused webcast, and empower yourself get through your work faster.

15 June 2017

The X-Factor Report Writers  Series Part 5: Creating a management Pack using the Layout Generator

 [Suggested Audience] Advanced

Are you duplicating work with the creation of management packs? Learn how to create all of the financial report templates you need using the Layout Generator!

08 June 2017

Getting Started with Sage Intelligence and Power BI

 [Suggested Audience] Intermediate

Keeping track of key business indicators while you’re on the go can be critical to your business success. By combining Microsoft Power BI with Sage Intelligence, this is easily made possible.
In this webcast, we’ll look at how to access the Power BI Service, set up your Sage Intelligence reports, connect them with Power BI, create dashboards, as well as how to share them, and view them online.

11 May 2017

Discover the latest tips and tricks with Sage Intelligence and Microsoft Excel

 [Suggested Audience] Intermediate

Learn Are you tired of copying and pasting information to your reports and changing them every month?
Discover how Sage Intelligence provides all you need for customizing the report to the way you need to see your information.

03 May 2017

Discover how to create and manage your financial reports using the Financial Report Designer in Sage 100 Intelligence Reporting

 [Suggested Audience] Intermediate

Are you finding yourself copying and pasting information to create your financial report every period? Is this process time-consuming and repetitive?
Join us as we show you how to quickly and easily create financial reports using the Report Designer Task Pane and Layout Generator.

27 April 2017

Learn how to connect to multiple data sources using the Connector Module

 [Suggested Audience] Intermediate

Learn how to connect to other databases, as well as how to connect to an Excel workbook as a Data Source.
Discover how to create unique Excel Expressions, and how to consolidate the information from the Excel workbook with other source data—to provide you with the information you need.

25 April 2017

The X-Factor Report Writer Series - Part 4: Taking full advantage of the Reporting Trees functionality

 [Suggested Audience] Advanced

This eye-opening webcast reveals how you can use Reporting Trees to make filtering and analyzing your data easier. With a few examples from customers who have taken using Reporting Trees to the next level, you'll be amazed by how they added drop-down lists to select the Reporting Trees they wanted to use.

11 April 2017

Take advantage of these top Intelligence Reporting and Excel tips: Part Two

 [Suggested Audience] intermediate

This is the second in a two-part series where, among other tips, you will learn how to filter unique values and create a pictograph to bring life to your report and make data analysis that much easier..

29 March 2017

Discover the power of the sales report using Excel and Sage Intelligence Reporting

 [Suggested Audience] intermediate

In this webcast, you will be guided through how to take the sales report to another level. This will enable you to view your top customers, top products and top sales reps, and help you discover how to convert that information into interactive charts.
We will look at how you can use bar and line charts to identify trends in products, and how you can identify your most loyal customers
.

10 March 2017

Take advantage of these top Intelligence Reporting and Excel tips: Part One

 [Suggested Audience] intermediate or advanced

In this webcast, we will guide you through Pivot Tables - while empowering the recipients of your workbook with the ability to filter, drill down, or add other fields to the report. 
You will also learn how to further customize this report with a few finishing off tips to help you tailor it to meet your personal preferences. 
Finally, you'll discover how to create a basic macro, and learn the pros and cons of using these in reports
.

07 February 2017

Get a preview of the reporting options available in Sage 100 Intelligence Reporting

 [Suggested Audience] beginner

Sage Intelligence Reporting ships with a few standard reports that give you immediate insight into and across your business. The reports are fully customizable and flexible with drill-down capabilities.

25 January 2017

Upskill yourself on Data Containers using this Sage Intelligence Reporting and Excel tip: Part Three

 [Suggested Audience] beginner or intermediate

In Part Three of the Intelligence Reporting and Excel tips series, we look at using one of the Data Containers that was imported while using the Report Utility to access new reports. You will learn how to select the data you want from the Container and transform it into meaningful information that you can base key business decisions on. Then, using the Excel tip on TRANSPOSE / Flash fill and Data Validation, you'll be saving your report in no time, thereby providing a template for the next time you run the report out.

08 December 2016

Learn how to quickly add a report to your Financial Report Designer in Sage Intelligence Reporting

 [Suggested Audience] beginner or intermediate

Many of our customers want to know how they can add a Sales report to the Financial Report Designer. If you're one of them, join us for this much anticipated webcast. In this session, we add a sales report to the Financial Report Designer and show you how easy it is to create a dashboard overview on both Sales and Financial data. You can also use this method to add Project codes to the Financial Report Designer.

07 December 2016

Financial Ratios Part Four: Does your company have enough cash to pay your suppliers? Learn how to monitor this using Cash Flow

 [Suggested Audience] beginner or intermediate

After looking at the financial health and performance of your company, we are now going to look at Cash Flow Ratios, which you can use to focus on the cash being generated and the safety net that it provides for your company. 
Sometimes customers purchase items on credit, and while you may look profitable, you have not received that cash as yet. It is important to know what is outstanding to you as it can hurt the financial health of your company, leading to you not having the cash to pay your suppliers..

06 December 2016

Financial Ratios Part Three: How to discover if your company can soon cover its debts using Liquidity Ratios

[Suggested Audience] Beginner and Intermediate Users

With Profitability and Debt Ratios completed, we'll now take a look at Liquidity Ratios in Part Three of the Financial Ratio series. Liquidity Ratios attempt to measure a company's ability to pay off its short-term debt responsibilities, while maintaining its day-today operations.

01 December 2016

Upskill yourself on consolidated sales report using this Sage Intelligence Reporting and Excel tip: Part Two

[Suggested Audience] Beginner and Intermediate Users

In Part One of the Intelligence Reporting and Excel tips series, we look at the Report Utility and how you can download a report suitable to your needs, and then customize it further using our Excel tips on charts. One of these great tips will show you how to use the camera tool in Excel.

22 November 2016

Upskill yourself on customizing your reports with charts using this Sage Intelligence Reporting and Excel tip: Part One

[Suggested Audience] Beginner and Intermediate Users

In Part One of the Intelligence Reporting and Excel tips series, we look at the Report Utility and how you can download a report suitable to your needs, and then customize it further using our Excel tips on charts. One of these great tips will show you how to use the camera tool in Excel.

16 November 2016

Financial Ratios Part Two: How to identify your company's financial risk using Debt Ratios and Sage Intelligence Reporting

[Suggested Audience] Beginner and Intermediate Users

Now that you can identify what the financial position of your company is in Part one, let us look at the Debt Ratios. These are the ratios which tell you the company's overall debt load, and provide you with the mix of your equity and debt. 
Debt ratios are very important and can be used to determine the overall level of financial risk to a company and its shareholders.

15 November 2016

Financial Ratios Part One: Understanding the Financial performance of your company using Financial Ratios and Sage Intelligence

[Suggested Audience] Beginner and Intermediate Users

In this webcast, we show you how to measure the profitability and financial performance of your company using Financial Ratios. These ratios give you a good understanding of how well the company used its resources in creating profit. 

Knowing if your company is going to make a profit short and long term is vital for both the survivability of the company, as well as the benefit received by shareholders.

09 November 2016

 

Reduce the size of your Financial Report Designer workbook, for faster run times in Sage 100

[Suggested Audience] Advanced user

This webcast is based on a popular Sage Intelligence tip which shows you how to reduce the size of your Financial Report Designer workbook. Based on your company data, the workbook can be large in size, and depending on your requirements, a lot of the information it contains may not be necessary.

20 October 2016

 

Did you know that Sage Intelligence allows you to create your own drill down report?

[Suggested Audience] Beginner or Intermediate user

Sometimes we need to see data at a high level, and then when things are not balancing or something looks off, you may want to drill down into the details. By learning how to create a drill down with data you have selected, and which you know will give you a better understanding of why an amount might be out, you'll be able to put your mind at ease. So why not register for this webcast and discover how to ensure your reports are always accurate.

18 October 2016

Excel tips for faster business report building with Sage Intelligence Reporting

[Suggested Audience] Beginner and Intermediate Users

Become more proficient in creating and building your business reports. This webcast will show you Excel tips to help you build business reports faster, all through Sage Intelligence Reporting.  

28 September 2016

The secret is out! System Variables is the new hit. Find out why in this webcast

[Suggested Audience] Intermediate and Advanced Users

Have you heard about System Variables? If not, it's time you join Carmen in this webcast to learn how you can apply System Variables to your Parameters and the Output Generation of a report. You will first be shown where to find a list of these System Variables, before going through the practical examples.  

22 September 2016

How to showcase your data most effectively

[Suggested Audience] Intermediate and Advanced Users

The way your data is presented can help provide instant insight and analysis. Selecting the right chart for your data is critical in order to tell the story of how your business is doing. This webcast will help you determine when it’s appropriate to use a bar chart or line graph to showcase your data.

15 September 2016

Discover the 5 W’s of Business Intelligence with Sage Intelligence ReportingBI

[Suggested Audience] Intermediate and Advanced Users

Once your Sage Intelligence report has been run out into Excel, what is your next step? This webcast explains why understanding the 5 W's of business intelligence is critical to making the most of your business's data.

12 September 2016

How flexible, interactive dashboard reports can help you run your business more effectively

[Suggested Audience] Beginner and Intermediate Users

In this session, you’ll discover how dashboard reports can save you time, help you make more-informed decisions, and ultimately allow you to run your business better. Find out how you can take control of your reporting with Sage Intelligence Reporting and the power of Excel®. Learn how to quickly and easily download, customize, and distribute Dashboard Analysis reports to make a difference in your business.

7 September 2016

Let Sage Intelligence Reporting can help raise the bar and add value to your customer's business

[Suggested Audience] Beginner and Intermediate Users

Join Carmen in this webcast to find out how you can improve your customer's business reporting experience. Using the Report Utility, you will learn how you can customize the freely available reports to delight your customers. Among other things, you'll be guided though how you can use the Report Utility tool to automatically import reports and customize them to suit your customer's needs. Once all customizations have been completed, you will then discover how to lock the report to prevent any unintended changes being made.

25 August 2016

Discover the convenience and benefit of using Microsoft Power BI with Sage Intelligence Reporting.

[Suggested Audience] Intermediate and Advanced Users

Join Peter in this webcast as he demonstrates how to connect Microsoft Power BI with Sage Intelligence Reporting to enable you to create rich, interactive visualizations of your data. This will make it easy to keep up to date with the trends in your business and identify the decisions that need to be made to steer it on a path of success.

If you are an intermediate or advanced user this webcast is for you.

23 August 2016

Gain Control of your financial and operational reports using Sage Intelligence

[Suggested Audience] Beginner Users

Join Peter in this webcast as he demonstrates how to connect Microsoft Power BI with Sage Intelligence Reporting to enable you to create rich, interactive visualizations of your data. This will make it easy to keep up to date with the trends in your business and identify the decisions that need to be made to steer it on a path of success.

If you are an intermediate or advanced user this webcast is for you.

11 August 2016

The X-factor report writer series. Part 3 - Level up your Excel skills

[Suggested Audience] Advanced Users

If you've been using Sage Intelligence Reporting and know your way around the Connector Module and Report Manger, this three-part webcast series is perfect for you! You'll experience X-factor report writing tips and tricks, functionality, and ideas that have been received from like-minded users. In part three of the X-factor webcast series, we will guide you through unique tips and tricks that will take your Excel skills. 

19 July 2016

The X-factor report writer series. Part 2 - Closing in on the Report Manager Module

[Suggested Audience] Advanced Users

If you've been using Sage Intelligence Reporting and know your way around the Connector Module and Report Manger, this three-part webcast series is perfect for you! You'll experience X-factor report writing tips and tricks, functionality, and ideas that have been received from like-minded users. In part two of the X-factor webcast series, we will be focusing on the unique functionality of the Report Manager Module.

14 July 2016

The x-factor report writer series. Part 1 - Getting in touch with the Connector Module

[Suggested Audience] Advanced Users

If you've been using Sage Intelligence Reporting and know your way around the Connector Module and Report Manger, this three-part webcast series is perfect for you! You'll experience X-factor report writing tips and tricks, functionality, and ideas that have been received from like-minded users.
In part one of the X-factor webcast series, we will be focusing on the unique functionality of the Connector Module.

5 July 2016

Let Sage Intelligence who will provide you with some magic tricks when using creating Dashboards

[Suggested Audience] Intermediate and Advanced users

This webcast will show you how to access your business's database and place it into Excel, where you're able to manipulate the data in a format you know.

28 June 2016

Get up close and personal with your Sales information and Sage Intelligence Reporting

[Suggested Audience] Intermediate Users

Get up close and personal with your sales information in this latest webcast with Carmen. Using Sage Intelligence Reporting, you will learn how to create a union report that can pull together different sales reports available through the Report Utility tool.

22 June 2016

Creating customized supply chain metrics and KPIs for your business

[Suggested Audience] Intermediate and Advanced users

This webcast will show you how to set up a report on your company's KPI’s using Sage Intelligence Reporting. You will also learn how to identify the SWOT (strengths, weakness, opportunities and threats) of the company, as well as how to monitor and improve the supply chain metrics using the KPI charts.
In this webcast, you'll learn how to perform a SWOT analysis of your company. You'll be provided with a word template and useful links to assist you with this. The analysis will allow you to take a deeper look at your company and help you stand out from your competitors, ensuring that you are successful in your market.
You'll also learn how to create useful KPI’s by going through a few practical examples. With the ability to save the report back to the Report Manager, the next time you run the report, it will automatically be populated with up-to-date information from your accounting package.

14 June 2016

Steps to creating an analytical chart using Sage Intelligence Reporting and Excel

[Suggested Audience] Intermediate and Advanced users

Join Carmen in this exciting webcast to discover what an analytical chart is, and how you can use it to make better business decisions. Be enlightened as to what makes an analytical report, and how you can use Sage Intelligence Reporting to extract the data you need from your integration. Creating analytical views with charts using the software you know, Microsoft Excel, allows you to analyse your data in a familiar format. Some of the views that will be covered include; tabular, PivotTable and percentage views, to name a few. This webcast will also explore the new Report Utility tool that allows you to obtain other customisable reports free of charge.

9 June 2016

How to consolidate companies with different financial years

[Suggested Audience] Intermediate and Advanced users
In this webcast you will learn how to consolidate two companies that have different financial years. This could cause confusion, for example, if company A's financial year starts in January and Company B's starts in July. We'll show you how to clear this right up.
24 May 2016

5 tips to help improve your Sage Intelligence Reporting and Microsoft Excel experience

[Suggested Audience] Beginner and Intermediate users

In this session you'll get 5 handy tips for using the Report Manager and Excel 2013. Watch this space for more information!
19 May 2016



Learn how to create an overview of your financials

[Suggested Audience] Intermediate and Advanced users

This webcast will teach you how to create a comprehensive overview of your financials. It will also show you how to add extra value to your financial reports by adding and matching months to your periods.
2 June 2016



Learn how to report off an organisational structure, look no further than Intelligence Reporting

[Suggested Audience] Advanced users

This webcast will teach you how to use Intelligence Reporting to report on an organisational structure that has controlling/ holding companies and operating companies. We will also be showing you how to divide the % of the individual company holdings. For example; companies that only receive 30% of the shares and profits, etc.
10 May 2016



Tweak your Sage Intelligence reports with these 5 tips
You've responded and we've listened. Join us in this session as we give you 5 tips, created according to your feedback, on how to expertly tweak a report using the Report Manager. Among these tips, you'll learn how to:
1.Add a date parameter to your report to pull only a selected date period through.
2.Add the report name and other information from sheet 2 into your reporting worksheet.
3.Change the name of a data field to represent what you want to see in the workbook.
4.Add and remove data fields in your report using the Columns tab in the Report Manager.
5.Change period numbers in the Financial Report Designer to reflect the month instead.
5 May 2016



How to use interactive Dashboard reports to help you run your businesses better
In this session, you’ll discover how to quickly and easily download, import, customise, and distribute Dashboard Analysis Reports with Sage Intelligence Reporting and the power of Excel®. These will save you or your customers time, help you make more-informed decisions and run your businesses better. 
14 May 2016



How to fully customise the Sage Intelligence cash flow report
In this session, you will learn how to quickly and easily create a fully customizable cash flow report, using the Report Designer. 
23 March 2016



How to effectively convey the right information with your business reports
This webcast will give you an overview on effective business reporting and why these reports are important for your business. You will also learn useful tips on how to create and customize reports so that you can convey the information you want. 
 17 February 2016



Choosing the right reporting solution for your business: Part 2
This webcast is the second of a two-part series that explains what you should be looking out for when shopping for a reporting solution that suits your business. For example; a reporting solution that gets you up and running with ready-to-use reports that give you great insights into your business, allowing you to make more informed decisions with full control of your data is important to look out for. 
9 February 2016



Choosing the right reporting solution for your business: Part 1
This webcast is the first of a two-part series that explains what you should be looking out for when shopping for a reporting solution that suits your business. For example; a reporting solution that saves you time, is easy to use, and that's easy to integrate with your accounting software are a few things to look out for. 
19 January 2016

 

Planning to work over the festive season because you need to regularly run reports? Take a break – set up your reports to run automatically while you’re on leave! The Sage Intelligence Report Distribution function allows you to automate the process of exporting and creating your reports. This is the ideal function for when you’re planning on taking a holiday, but certain reports still need to be scheduled and made available in specific formats or locations. Join us as we show you how to quickly set up your automatic report distribution, affording you the time off you deserve. 
9 December 2015


 

SQL Joins can be quite overwhelming! Join me to find out more about the different types of joins and what information they will return. Then, using the Connector module I will show you how to create multiple joins and the display them in an Excel report. 
3 December 2015

 


 

In this introduction to Sage Intelligence Reporting we’ll show you how easy it is to:
– Find Intelligence Reporting in your Sage product
– Access learning material to get you up and running
– Immediately get value from the standard reports available
– Make the most of this powerful reporting tool using your Excel skills.
17 November  2015

  

Create customized financial reports in no time with the Financial Report Designer
Is report-building taking up too much of your time? Are you copying and pasting information to build your financial report every period? This webcast aims to teach you how to quickly and easily create financial reports using the Report Designer Task Pane and Layout Generator. The Layout Generator provides a wizard-type environment for building customized financial reports, which makes creating reports a breeze. The Task Pane gives you more control over the design of your financial reports and helps you make them look exactly how you want them to, using your knowledge of Microsoft Excel. Join Sandra Smith as she shows you how to use the Report Designer in Sage Intelligence.
11 November 2015
 
6 do's and don'ts for creating a dashboard
In this webcast I will take you through the 6 do's and don'ts for creating a dashboard. I will then show you how to save your templates back into Sage Intelligence, so the next time you want to view the dashboard you just need to run the report out and your dashboard report will be populated with the latest data - saving you plenty of time.
9 November 2015

Tips and Tricks for Sage Intelligence Reporting and Microsoft Excel
Need a few tips to work more efficiently with Microsoft Excel? In this webcast we’ll share some helpful Sage Intelligence and Excel tips and tricks to improve your reporting.
4 November 2015


Sage Intelligence Reporting beyond financials

Sage Intelligence enables you to view data from across your entire business. In this webcast we will focus on how to use the Sage Intelligence Connector module to create new connections, containers and ultimately build reports from your ERP and other sources using Sage Intelligence. We will also take you through the suite of helpful Sage Intelligence Reporting resources available to.
21 October 2015

  • New to Sage Intelligence Reporting and not sure where to start
    Want to get started with Sage Intelligence Reporting? This webcast will take you through running out the standard reports that ship with Sage Intelligence Reporting, as well as how to easily customize your financial reports using the Report Designer.
    14 October 2015
  • Snippet of the Sage Intelligence Roadmap sessions
    Snippet of the Sage Intelligence Roadmap sessions, come and see what you missed in the Sage 100, 300, 500 and 50 US roadmap sessions.
    17 September 2015
  • Sage Intelligence for Sage 100, 300, and 500 ERP financial reporting
    Transform your Sage 100, 300 or 500 ERP data into meaningful information that provides better financial reporting. See up-close demonstrations of best practices for using Sage Intelligence. Get a glimpse of Excel on steroids training and how it enhances users' experience of Sage Intelligence. See what is new with the most recent Sage Intelligence release.
    3 September 2015
  • Excel Tips and Tricks for customizing your Sage Intelligence reports
    Need a few tips to work more easily with Microsoft Excel? In this webcast we’ll share some tips and tricks that will help your reporting by improving your use of Microsoft Excel.
    26 August 2015
  • Need more flexible reporting using Sage Intelligence Reporting to improve your reporting needs
    Discover how to use Sage Intelligence Reporting to manage your reports better and to create reports that fit your special business requirements. In this webcast we will demonstrate how to use the standard reports within Report Manager as well as review the Financial Report Designer drag-and-drop functionality to simply create your Financial formats using Microsoft Excel and then link them to Sage Intelligence Reporting. We will also share resources to help get you started with Sage Intelligence as well as enable you to learn more about how to use Sage Intelligence Reporting.
    19 August 2015
  • Where to go to learn more about Sage Intelligence Reporting
    The Sage Intelligence Community has all you need to get started learning about how to use Sage Intelligence Reporting. Join us to learn the resources available to keep you up to date on the latest and greatest features and functionality of Sage Intelligence Reporting.
    12 August 2015
  • Sage Intelligence Tips and Tricks for customizing reports
    Sage Intelligence is designed to help you efficiently manage finances, customers and sales, and ultimately make informed business decisions. In this webcast we’ll share some tips and tricks that will help you make the most of the powerful combination of Sage Intelligence and Microsoft Excel.
    8 July 2015
  • How to convert your FRx reports to Sage Intelligence
    Watch how FRx reports can be efficiently converted to Sage 100 ERP Intelligence Reporting using the powerful functionality of the Sage Intelligence Report Designer. Discover how to use the Sage Intelligence Financial Report Designer drag-and-drop functionality to simply convert your Excel formats and link them to Sage Intelligence Reporting. We will share a comprehensive conversion guide and take you through step-by-step conversion process.
    27 May 2015
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  • Sage 100 ERP 2015 Intelligence Reporting - what's new
    Curious about what we've changed in the latest version of Sage 100 ERP Intelligence Reporting? Our Product Specialist, Sandra Smith, will give you a taste of what you can expect!
    13 May 2015
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  • Sage ERP Intelligence Reporting Jumpstart
    Want to get started with Sage Intelligence Reporting? We'll provide an overview of Sage Intelligence Reporting, and show you how to use the pre-configured reports and the Report Designer.
    29 April 2015
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  • Enjoy flexible financial reporting with the Report Designer Task Pane
    Tired of the time-consuming task of copying and pasting to build your financial report every period? Join this webcast to learn how to quickly and easily create a financial report from scratch using the Report Designer Task Pane.
    15 April 2015.

  • Streamline your company's reporting with the Sage Intelligence Connector module
    Streamline your organization's financial and operational reporting using the Sage Intelligence Connector module to access information from multiple sources and consolidate data from multiple companies. The Connector module allows for consolidations and connectivity to unlimited ODBC data sources. Join Sandra Smith (Product Specialist) for a webcast on how to create reports using the Connector module.
    26 March 2015.

  • Build a financial report layout quickly and easily with Sage Intelligence Reporting
    Are you new to Sage Intelligence and is creating financial reports taking too much time and effort? The Layout Generator in the Sage Intelligence Report Designer provides a wizard-type environment for building customized financial reports, which will make creating reports so much easier for you. The Layout Generator provides you with a set of standard financial layouts to get you up and running immediately and these can be easily edited to suit your unique reporting requirements. Join Sandra Smith (Sage Intelligence Product Specialist) for a webcast on how you can use the Layout Generator to modify a templates or build a financial report template yourself.
    18 March 2015.

  • Sage Intelligence Reporting Trees - What they are and how to use them to add value to your reporting
    Enjoy greater flexibility in your financial reporting with the Reporting Tree functionality in Sage Intelligence. In this webcast, Sandra Smith (Product Specialist) will demonstrate how Reporting Trees allow you to model a reporting structure, irrespective of your GL configuration, and view your organization in many different ways at the click of a button! You will also learn how to easily manage which financial information is made available to which stakeholders. Whether your company has a very complex corporate hierarchy that requires hundreds of tree units, or a simpler hierarchy that requires very few tree units, you will find this webcast highly valuable.
    18 February 2015.

     
     
    How to customize your reports with ease using the Task Pane in the Sage Intelligence Report
    Tired of copying and pasting data to build your financial report every period? You'll love the agility of the Task Pane in the Sage Intelligence Report Designer. The Task Pane provides you with a 100% Microsoft® Excel® reporting experience, allowing for greater flexibility and control over your layouts. It provides you with instant and dynamic access to data within the General Ledger by simply dragging in data lists, formulas, or Reporting Trees. In this webcast our Product Specialist, Sandra Smith, will demonstrate how you can create a report from scratch using the Task Pane.
     28 January 2015

  • How to create reports using the Connector module in Sage ERP Intelligence Reporting
    Streamline your organization's financial and operational reporting using the Sage Intelligence Connector module to access information from multiple sources and consolidate data from multiple companies. The Connector module allows for consolidations and connectivity to unlimited ODBC data sources. Join Sandra Smith (Product Specialist) for a webcast on how to create reports using the Connector module.
    23 December 2014
     
  • How to quickly create a financial report using the Sage Intelligence Report Designer
    If you've heard about the Sage Intelligence Report Designer that is revolutionizing financial reporting for Sage 100, 300 and 500 ERP and want to learn how you can use it to take your reporting to another level, this webcast is for you. In this webcast you'll learn how to easily create a financial report using the Report Designer which empowers Sage ERP Intelligence Reporting users to take control of all design aspects of their reporting layouts
    17 December 2014

  • How to create a dashboard report using Sage ERP Intelligence Reporting
    One of the standard reports that ships with Sage ERP Intelligence Reporting is the highly valuable Company Dashboard report. The Dashboard provides graphical depictions of your current KPIs in order to enable faster response to changes in areas such as sales, inventory and customer relations. It is completely customizable and configurable. In this webcast you'll learn how to create your own Dashboards using Intelligence Reporting and Microsoft Excel.
    10 December 2014

 

  • Improve collaboration using Sage ERP Intelligence Reporting
    Distributing reports with Sage ERP Intelligence Reporting is a breeze! Report Distribution is a powerful feature that allows you to quickly and easily send your reports, in your preferred format, making information accessible across the company, therefore improving collaboration. You can send reports to File, FTP site or email, and they can be scheduled to send even when you're not in the office.
    25 November 2014

 

  • Did you know that you can use Sage Alerts and Workflow to auto-generate and deliver your Sage ERP Intelligence Reporting reports? You can “trigger” your reports using specific data conditions (e.g. when a client gets to within 10% of their credit limit or have invoices over 120 days old), or schedule them to be delivered on a recurring basis. Reports can be delivered via email, FTP, and web browser, and they can be accompanied by supporting charts & graphs. They can also be auto-routed to the “responsible party”, such as a customer’s account manager or product owner.
    20 November 2014

  • Maximize your investment in Sage ERP Intelligence Reporting Tips

    If you are already using Sage Intelligence Reporting with your Sage ERP solution, this session will provide you with useful tips for taking it to the next level. Improve customizations to get the reports that meet the needs of your business, and more. We will provide you with examples you can use to get in-depth reporting methodology, and advanced tips to help you get ROI improvements.
    19 November 2014

  • Reporting options in Sage 100 ERP Intelligence Reporting
     Sage Intelligence Reporting ships with standard reports that give you immediate insight into and across your business. The reports are fully customizable, and flexible with drill-down capabilities. In this webcast we will give you a preview of all the standard reports as well as take an in-depth look at the two options available for creating insightful financial reports using the latest version of the Report Designer.
    12 November 2014

  • Revolutionize financial reporting in Sage 100 and 500 ERP with the Report Designer

    The powerful Report Designer Add-in is an alternative to the current report layout generator to empower Sage 100 and 500 ERP Intelligence Reporting users to take control of all design aspects of their reporting layouts. It includes an In-Memory processing engine for brilliant performance, control, and enhanced flexibility.
    1 October 2014
     
  • Looking for an alternative to FRx Convert FRx reports to Sage Intelligence Reporting
     FRx reports can be efficiently converted to Sage 100 ERP Intelligence Reporting using the powerful functionality of the Sage Intelligence Report Designer. Join us to learn how to simply export existing Excel financial spreadsheets into Excel and link them. We will share a comprehensive conversion guide and take you through step-by-step. conversion process. Furthermore, discover how to use the drag-and-drop Excel financial formulas, which communicate with a new In-Memory processing engine for brilliant performance and greatly enhanced flexibility.
    21 August
     2014
      
  • A preview of the reporting options available in Sage 100 ERP Intelligence Reporting.
    Sage Intelligence Reporting ships with x standard reports that give you immediate insight into and across your business. The reports are fully customizable, and flexible with drill-down capabilities. In this webcast we will give you a preview of all the standard reports as well as take an in-depth look at the two options available for creating insightful financial reports using the new Report Designer.
    17 July 2014

     
  • Sage Intelligence Report Designer: How to convert your Layout Generator report to a Task Pane enabled report?
    The Sage Intelligence Report Designer provides you with two methods to design your financial report layouts: the Layout Generator and the Task Pane (previously known as the Add-In).  It's somewhat dependent on your Excel skill level, but the Task Pane does provide more flexibility and control, allowing you to design a completely customized layout using Microsoft Excels' powerful functionality, together with readily available lists, formulas and reporting trees. In this webcast the presenter will show how to convert a Layout Generator report to a Task Pane enabled report.

    15 May 2014
     
  • Back to Basics: What are the powerful features of the Sage Intelligence Report Manager module
    Take a look at the fresh new user interface for the Sage Intelligence Report Manager Module and how to use this powerful module to quickly run, create and edit your reports. Sme of the thingc we will cover in this webcast include the intuitive task ribbon, a simplified Right-click menu simplifying the labels and options available to you, and a fresh new look and feel.
    6 May 2014

  • Get to grips with the powerful Sage Intelligence Connector module!
    Streamline your organization's financial and operational reporting using the Sage Intelligence Connector module to access information from multiple sources and consolidate data from multiple companies. The Connector module allows for consolidations and connectivity to unlimited ODBC data sources.

    3 April 2014

  • What's New in Sage 100 ERP Intelligence Reporting
    Sage 100 ERP 2014 Intelligence Reporting empowers you to quickly and easily obtain and gain control of the information you need for operational and strategic decision making. Some of the exciting things to looks forward in Sage Intelligence for Sage 100 ERP 2014 include Intelligence Reporting now installs during the Sage 100 ERP 2014 installation, allowing you to access Sage Intelligence within the Sage 100 ERP 2014 Module Menus. The Report Designer Add-In is now a standard Report Designer report, giving you more capabilities with financial reporting and Intelligence Reporting is now fully compatible with the 32-bit and 64-bit versions of Excel 2007, 2010 and 2013 allowing you to take full advantage of the latest Microsoft Excel functionality.
    20 March 2014

  • How to Convert Your FRx Reports to Sage Intelligence
    As an alternative reporting tool to FRx, it is important for partners to be able to efficiently convert customers' reports to Sage Intelligence reports. Come and see--in action—the conversion of FRx reports to Sage Intelligence using the powerful new functionality of the Report Designer Task Pane. The Report Designer Task Pane provides drag--and--drop Excel financial formulas which communicate with a new In--Memory processing engine for brilliant performance and greatly enhanced flexibility.
    18 March 2014

  • How to Create a Basic Income Statement and Balance Sheet
    In this webcast you will learn how to easily create a basic Income Statement and Balance Sheet using the Report Designer Add-In which empowers Sage ERP Intelligence Reporting users to take control of all design aspects of their reporting layouts.
    31 January 2014

  • How to Create a Cash Flow Statement and Consolidate Multi Companies
    In this webcast you will learn how to easily create a Cash Flow Statement & consolidate multi companies using the Report Designer Add-In which empowers Sage ERP Intelligence Reporting users to take control of all design aspects of their reporting layouts.
    31 January 2014


 

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