Sage 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

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!
This will allow you or your client to re-generate layouts quickly and easily. You can also create a master template and then customize it according to the clients needs
.

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

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

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

[Suggested Audience] beginner or intermediate
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 Two of the Intelligence Reporting and Excel tips series, we use an already downloaded Sales report and show you how easy it is to change it into a consolidated Sales report for multiple companies. We will then look at creating PivotTables to display the data with a few icon sets created using a conditional format. 

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

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

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.


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

  


  

Most small businesses use Excel in some way. It’s a great business reporting tool, yet most of us know only a fraction of its capabilities. Join us to learn about:
– Excel shortcuts that will help you save time and work smarter
– Excel 2013 Power Reporting Features (Power View Charts, Power View Mapping and Timelines).
– How you can use these power features with your Sage product to prepare better reports
12 November  2015

Being in a position to make informed decisions using your data means smarter business. PivotTables let you summarize, analyze, explore, and present data. PivotCharts will then enable you to graphically represent your data so you can easily see comparisons, patterns, and trends. In this webcast we'll show you how to:
- Create PivotTables and PivotCharts from source data to analyze and track your performance.
- Slice and dice a data table in dozens of different ways with only a few mouse clicks and produce just about any type of summary imaginable.
- Use the power and flexibility of Sage Intelligence Reporting to create standard reports using PivotTables    
5 November  2015

This webcast is based on a popular Sage Intelligence tip which shows you how to reduce the size of you 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 2015

Come and learn Tips and Tricks on how to use the Connector module to streamline your organization’s financial and operational reporting. The Connector module can access unlimited ODBC data sources and can consolidate data from multiple companies allowing you to create one view of all your information.   
6 August 2015

Join us for this webcast as we take you through the Tips and Tricks of the connector module In Sage Intelligence. These tips will also be featured in our Connector Module eBook. This is part 1 of a 2 part series.  
2 July 2015

A Pass Through Variable is a query that is sent to the database when you run a report from Sage Intelligence out into Excel. You would use a Pass Through Variable to pass a common parameter through to a series of sub reports within a Union report. Want to know more? Let me take you through the steps of how to create, as well as apply, these to your reports. 
19 May 2015

Join Carmen Griessel (product specialist) on this webcast to see the power of Sage Intelligence and Power view. Learn how to drill down on charts and make your reports come alive. 
5 May 2015
 
 

 

Looking for Sage Intelligence information and product material? Want to interact with other people who use Sage Intelligence to exchange knowledge and skills? Join the Sage Intelligence Community. In this webcast we'll show you how to get up and running on the community - how to access resources and start discussions on the groups and forums, use the help file and explore our free report templates which you can download and import into Sage Intelligence.
23 April 2015

 

 

This is the last part of a two-part webcast. In this session we'll touch on how to create a report in the Report Manager and link it back to the container, and then apply add-ins, add filters and parameters and then pull the report into Microsoft Excel to format it as a PivotTable.
16 April 2015
 
 

 

Want to learn how to set up a basic connection to a database? We'll show you how. In addition, we'll also show you how to add a container to the connection, select the tables you want to use, add expressions, add a pass through variable and create the report in the Report Manager and link it to the Container. This is the first part of a two-part webcast.
14 April 2015

 

 
Tips and Tricks on Conditional Formatting and adding a Parameter Sheet to the Report Designer
Want to take your Sage Intelligence reports to the next level? In this webcast, Carmen Griessel (Product Specialist), will show you how to add conditional formatting to your report to make it easier to digest the data in your report so you can see your businesses financial and operational standing at a glance. She'll also show you how to add a Parameters worksheet to your Report Designer.

24 March 2015


 
Tips and tricks to apply before generating your reports
This webcast will concentrate on generation of your reports. Did you know you can hide or discard insignificant rows of data in your report by using the Zeroing II Add-In function? Join me and you will learn how to use this as well as the Extend Formulae To Used Rows and other helpful functions.
Are your reports taking time to generate into Excel you may have unnecessary data being pulled into your report. To speed up your report generation you can use Aggregate Functions and Aggregate Filters in the Report Manager to summarize or group your data. Let me show you how.

2 March 2015
 


 
How to set up a sales report to automatically distribute to sales reps
Sales Managers and sales team leaders, did you know that you can set up sales reports to automatically distribute to each of your sales representatives, even while you're asleep, using the Report Distribution feature in Sage Intelligence? With Report Distribution you can set up a customized email to send to your sales team containing the monthly sales dashboard report, with their commission calculated, and their targets reflected as either positive or negative. Our Product Specialist, Carmen Griessel, will show you how you can set all of this up.

28 January 2015
 

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, Carmen Griessel (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.
 20 January 2015

      • Business Intelligence should be at the top of your wish list for your business this holiday season
        Do you long for peace of mind, more time for family and a real vacation? A real-time, automated, usable dashboard report in a meaningful format could be just the thing to grant your wishes. If your current dashboard reports are created manually and only at certain periods, they won’t provide you with the very latest information you need to keep your finger on the pulse. You need a dashboard that will provide you with up-to-date information as and when you need it, so you can track performance and make decisions on a timelier basis. Microsoft® Excel®-based BI solutions like Sage Intelligence allow you to continue using Excel as your preferred business reporting application except you won’t have to repetitively cut and paste data into Excel, and your can rest assured of your data integrity. Join Product Specialist, David Ako-Bryant, for a webcast on how to use the standard Dashboard Report and other Sage Intelligence reports to get insight into trends,  all on demand and in a meaningful format.
        19 December 2014
          

         
      • Power up your reporting with non financial reports
        This webcast looks at how Sage Intelligence uses the power of Microsoft® Excel® and takes financial and non-financial reporting even farther. Reporting is managed in a controlled yet flexible environment using Sage Intelligence allowing users to view, edit and create layouts for their reporting needs.
        29 October 2014
         
      • Tips and tricks to help you crunch your financial numbers quickly with the Sage Intelligence Report Designer

         
        We know that creating the perfect financial report can take hours, if not days, to complete, especially if it needs to be customised to make sense for your business. This is why we created the Report Designer, to help you create and customise financial reports with ease! In this webcast we’ll demonstrate tips and tricks that will help you become a Report Designer whiz kid! Topics will include the following and a whole lot more:
        • How to view and add missing accounts to your report layouts
        • Viewing your report calculations as a percentage using the Layout Generator
        • How to distinguish between good and bad variances using Set Variance
        16 October 2014
          
      • Tips and tricks to help you become a Sage Intelligence Report Manager whiz kid!
        Sage Intelligence is designed to help you efficiently manage finances, customers, and sales, and ultimately make informed business decisions. The Report Manager module is a critical component of Sage Intelligence software, and we want you to be well-versed in using this module so you can maximise your investment in the reporting solution as a whole. In this webcast we’ll share some tips and tricks that will help you make the most of the awesome features in the Report Manager module. From copying, pasting and renaming reports, to scheduling and distributing reports via email, you’ll get off the webcast feeling like a Report Manager whiz kid! We’ll also show you how to register for our awesome Sage Intelligence tips and tricks newsletter!

        7 October 2014

      • Sage Intelligence Reporting Tips & Tricks
         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.
        24 September 2014
         
      • Business intelligence for the financial manager: how Sage Intelligence can make you a financial genius 
        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.
        23 September 2014
          
      • Take control of your financial reporting using Microsoft Excel 
        The exciting new functionality in Sage Intelligence - Financial Reporting will take your financial reporting to the next level, giving you improved performance, additional capabilities and more control over your reports in the familiar interface of Microsoft® Excel®. In this webcast we will give take an in-depth look at the Layout Generator and the Task Pane, your two options for creating insightful financial reports using the new Report Designer.
        17 September 2014

         
      •  
        This webcast looks at how Sage Intelligence uses the power of Microsoft® Excel® and takes financial and non-financial reporting even farther. Reporting is managed in a controlled yet flexible environment using Sage Intelligence allowing users to view, edit and create layouts for their reporting needs.
        10 September 2014

         
          
      • Sage Intelligence addresses your need for more reporting flexibility for many reasons. Come see why. Among them you can take data stored in your Sage ERP as well as other sources such as Excel, CRM, Access, etc. It pulls the data you need into Microsoft Excel report templates so you and your business managers can easily analyze the data.

        4 September 2014

          
      • How to Create a Cash Flow Statement and Consolidate Multi Companies
         If you have heard about the Sage Intelligence Report Designer Add-In that is revolutionizing financial reporting for Sage 100 and 500 ERP and want to learn how you can use it to take your reporting to another level, this webcast series is for you. 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.
        26 August 2014

      • The Sage Intelligence Layout Generator vs. the Task Pane? Which is the best method to use for your financial reporting?
        This webcast covers the two options available to design your financial report layouts: the Layout Generator and the Task Pane (previously known as the Add-In) . The Layout Generator gives you the power to transform Microsoft Excel data in a raw spread sheet format into a meaningful layout by using an intuitive drag and drop interface. The Task Pane allows a completely customized layout to be designed using Microsoft Excels' powerful functionality, together with readily available lists, formulas and reporting trees. It's somewhat dependent on your Excel skill level, so join us to see both methods in action and to determine which is best for your reporting needs.
        16 July 2014

         
      • Why use Sage Intelligence and not just Excel?
        Microsoft® Excel® is the universal language of business and accountants and most decision–makers in small to mid–sized businesses use ‘the king of spread sheets’ in some way for reporting. In fact, research analyst Gartner has conceded that “Excel is still the number one reporting tool”. In this webcast we will discuss why, considering Excel´s popularity, would you want or need to use Sage Intelligence, a Business Intelligence (BI) tool, and not just Excel for your business reporting?
        15 July 2014

         
      • Tips to help you maximise your investment in Sage Intelligence Reporting.
        If you already use Sage Intelligence Reporting within your Sage ERP solution this session will provide you with useful tips for taking it to the next level. In this webcast we will show you how you can further customize your reports to suit your business requirements and we will provide you with examples of other in-depth reporting methodologies you can apply, and advanced tips to help you get the most out of your Intelligence Reporting tool.
        10 July 2014
         
      • Want flexible and fast financial reporting? It's entirely possible with the Sage Intelligence Report Designer Task Pane!
        Sage Intelligence helps you to easily control, automate, and analyze your financial data in Excel to make informed decisions. The new Sage Intelligence Report Designer provides vast improvements in performance and gives you two ways to create and edit your financial reports, dependent on your Microsoft Excel skills and the complexity of your financial reporting requirements. This webcast will focus on the powerful functionality of the Task Pane (formerly known as the Add-In) which allows a completely customized layout to be designed within Microsoft Excel. See how to simply drag and drop the readily available lists, formulas and reporting trees into your Excel reports, as well as how to use account ranges and wildcards when setting up your reports. You'll be amazed by the performance, flexibility and control that the Task Pane provides!
        26 June 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. 25 June 2014

         
      • Sage ERP Intelligence Reporting: Creating Dashboards
        One of the standard reports that ship with Sage Intelligence reporting is the highly valuable Company Dashboard report. The Intelligence Reporting Dashboard provides graphical depictions of your current KPI’s in order to enable faster response to changes in areas such as sales, inventory & customer relations. The Dashboard is completely customizable and configurable. In this webcast learn how to create your own Dashboards using Intelligence Reporting and Microsoft Excel.
        17 June 2014

         
      • Managing Cash Flow: Creating a cash flow statement using the Sage Intelligence Report Designer.
        The surest way to stay in business and give yourself growth options is to manage your cash flow properly  to be aware of any potential problems and be able to stop any shortages of cash from happening. In this webcast the presenter will show how to create a cash flow statement using the Sage Intelligence Report Designer. Sage Intelligence quickly and easily gives you access to the information you need from your ERP system to be able to automate your cash flow report and, once set up, it will be there when you need it at the click of a button. This puts you in a position to monitor your cash flow and grow cash reserves over time – after all, cash offers protection against tough times, and gives companies more options for future growth.
        12 June 2014

         
      • 5 Powerful features of Sage Intelligence that will help you improve your reporting processes!
        If you are struggling to get your financial reports out on time, this webcast is for you. We are going to show you 5 powerful automated features in Sage Intelligence to help you to get your financial reports date and distributed on time, every time. In this webcast we are going to have a look at automatically eliminating zero lines in your reports and copying custom formulas in your source data sheets. We're also going to go through automating the running and distribution of your reports and finally show you how to export and import the free custom report templates, which you can access via the Sage Intelligence Community.
        10 June 2014

         
      • Introducing Sage Pastel Online Intelligence Go!
        Are you an accountant who enjoys the flexibility that Microsoft Excel offers for reporting, but run into time constraints every month when it comes to exporting data and producing meaningful reports for your customers?  If so, this is your opportunity to find out how Intelligence Go! can help you quickly and easily create and refresh your customers financial and sales reports from Sage Pastel My Business Online data.
        11 June 2014
         
      • Want flexible and fast financial reporting? It's entirely possible with the Sage Intelligence Report Designer.
        Sage Intelligence helps you to easily control, automate, and analyze your financial data in Excel to make informed decisions. The new Sage Intelligence Report Designer provides vast improvements in performance and gives you two ways to create and edit your financial reports, dependent on your Microsoft Excel skills and the complexity of your financial reporting requirements. This webcast will focus on the powerful functionality of the Task Pane (formerly known as the Add-In) which allows a completely customized layout to be designed within Microsoft Excel. See how to simply drag and drop  the readily available lists, formulas and reporting trees into your Excel reports, as well as how to use account ranges and wildcards when setting up your reports. You'll be amazed by the performance, flexibility and control that the Task Pane provides!
        5 June 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. Some of the things 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

      • Love Excel, but need more control over your financial reporting?
        Microsoft Excel is the universal language of business and accountants and most decision-makers in small to mid-sized businesses use 'the king of spread sheets' in some way for reporting. In fact, research analyst Gartner has conceded that "Excel is still the number one reporting tool." Why then, would you want or need to use Sage Intelligence, a Business Intelligence (BI) tool, and not just Excel for your business reporting?
        8 April 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

      • Sage Intelligence Excel Dashboards
        Microsoft Office Excel is one of the best applications on the market for dashboard reporting, and Sage Intelligence uses Microsoft Excel as its front end and can thus take full advantage of all the powerful Dashboard & Reporting features that exist.
        25 March 2014

      • Why Use Sage Intelligence and Not Just Excel
        Microsoft Excel is the universal language of business and accountants and most decision-makers in small to mid-sized businesses use 'the king of spreadsheets' in some way for reporting. In fact, research analyst Gartner has conceded that "Excel is still the number one reporting tool." Why then, would you want or need to use Sage Intelligence, a Business Intelligence (BI) tool, and not just Excel for your business reporting?
        12 December 2013

      • Sage Intelligence Consolidating Unlike Data

        Do you need to consolidate unlike data from different data sources or databases into one Report? Sage Intelligence Union Reporting can do this for you! This webcast will show you how to create your own union reports and how to manage these union Reports.
        22 October 2013

      • Sage Intelligence Tips and Tricks for Power Reporting
        Ready to take your knowledge of the Sage Intelligence module to the next level? Watch as we unleash the power of Sage Intelligence in this webcast full of useful tips for business reporting and report customization. We will provide you with in-depth examples, reporting methodology, and advanced tips that will help drive long-lasting ROI for your business.
        26 September 2013
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    • Sage Intelligence Converting Your FRx Reports
      As an alternative reporting tool to FRx, it is important for partners to be able to efficiently convert customers' reports to Sage Intelligence reports. Watch in action the conversion of FRx reports to Sage Intelligence using the powerful new functionality of the Report Designer Add--In. The Add--In provides drag--and--drop Excel financial formulas which communicate with a new In--Memory processing engine for brilliant performance and greatly enhanced flexibility.
      26 September 2013

    • Sage Intelligence The Road Ahead: Product Vision and Roadmap
      Find out about the future of Sage Intelligence in this keynote session covering key business trends and looking ahead at the product vision and roadmap. Join the Sage Alchemex executive team, who will share the exciting Sage Intelligence product developments designed to deliver world-class financial intelligence to SMMEs, leveraging Microsoft's 365 cloud and mobile strategy, to help you better solve your reporting needs in the familiar face of Excel.
      26 September 2013
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  • Sage Summit: Sage Intelligence Maximize Your Reporting Power with Excel 2013

    This webcast highlights some of the grand new features of Microsoft Excel 2013. Including Quick Analysis, Flash Fill and PowerView Reporting.
    26 September 2013

     

  • Creative Business Intelligence: Managing Cash Flow
    Join BI expert Craig Juta, to learn how to apply BI principles to manage cash flow.
    10 July 2013

 

 

 

 

 

 

 

 

  

  • Introducing the Report Designer Add-In
    This webcast recording takes a look at the powerful Report Designer Add-in, the newest upcoming addition of the Report Designer module presenting an alternative to the current report layout to empower Sage 100 ERP Intelligence Reporting users to take control of all design aspects of their reporting layouts.
    15 October 2012 

 

 

 

 

 

 

 

 

 

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