We understand that mid-market customers have complex and unique reporting needs, with this in mind we are releasing a new version of our Sage Intelligence reporting tool for Sage ERP X3. The new generation reporting tool, boasts a fresh intuitive user interface to supplement a powerful generation engine utilizing the latest Sage Intelligence Report Designer In-Memory technology. This release is focused on features which aim to improve the user’s experience by providing a high performance, flexible and easy to use solution -it’s a whole new ball game!
The Report Designer In-Memory technology has been deployed across the Sage 100, 300 and 500 ERP products for over 18 months and has been a game changer for our product; we’ve received amazing feedback from our both customers and partners – take a look at what they have to say about it and at the five features and improvements to look forward to in this release below.
5 Major League Features and Improvements to Look Forward to In This Release:
The powerful In-Memory technology enables users to quickly and easily report on large data volumes using formulas inside Excel which interact with it to allow for a fast and flexible financial reporting experience.
Users can leverage powerful row sets to define their own repository of reusable, customized reporting rows based on account rules using ranges, wildcards and exclusions to speed up report design and maintenance, resulting in complete control over the level of detail in reports. The 100% native use of Excel allows users to leverage existing skills and existing Excel spreadsheets and to remain in control of how reports are formatted, making the design and maintenance of financial reports and financial packs much faster and easier.
The new solution now caters for reporting on multiple fiscal years as well as multiple charts of account, multiple ledgers, multiple companies and multiple sites ensuring that it scales to and leverages the Sage ERP X3 functionality for financials. The report template also caters for reporting on multiple budget codes and budget versions across all available dimensions, meaning that a user can instantaneously change between various forecast sets and versions.
- Ease of Use
A single financial report now allows for reporting on both financial and analytical (dimensional) data in a single layout, ensuring a simple and clean user experience. A simple right click drill-down option from within Excel further extends accessibility and visibility into balance and transactional information on demand, allowing users to stay within Excel for their complete financial reporting experience.
Users have two options for creating financial report layouts based on their personal preference.
a) Layout Generator:
- Aimed at novice Excel users.
- Provides a wizard type experience to get users up and running immediately via a suite of out the box financial layouts that ship with the solution.
- All provided layouts can be further edited via the intuitive drag-and-drop interface, making this the quickest and easiest way to generate your financial layouts required.
b) Task Pane:
- Aimed at more advanced Excel users.
- Allows for greater flexibility and control over layouts.
- Provides users with instant and dynamic access to data within the General Ledger by simply dragging in data lists, formulas, or Reporting Trees from the Task Pane on the right hand side of the Excel window.
An example illustrating the Task Pane interface
Reporting Trees empower users to combine dimension types and leverage rollup capabilities for powerful dimensional filtering across all nine dimensions, ensuring that the pyramid functionality in Sage ERP X3 is leveraged for use in reports. Multi-currency reporting is supported by providing access to exchange rates held and maintained within Sage ERP X3 directly from Excel, allowing users to convert to their chosen currency as well as the ability to report off both source and ledger currencies.
These are just some of the many reasons to investigate the new Sage Intelligence Reporting solution for Sage ERP X3. For more information and to get the ball rolling with Sage Intelligence – Financial Reporting for Sage ERP X3 please visit our website.