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Download our latest Report Utility tool, giving you the ability to access a library of continually updated reports. You don’t need to waste time manually importing new reports, they are automatically imported into the Report Manager module for you to start using.Sage Intelligence Tips & Tricks
Our Sage Intelligence Tips and Tricks will help you make the most of your favorite reporting solution.Excel Tips & Tricks
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Interactive dashboards now live in Sage Intelligence for Accounting!
Sage Intelligence has introduced five interactive dashboard reports to Sage Business Cloud Accounting that give you regular insights into your business’s key performance indicators. With these improved reports, you’ll be empowered with the ability to drill down into the detail of your information so that you can make faster decisions and act more decisively. Get […]
Track your creditors with the Analysis of Accounts Payable report
The Analysis of Accounts Payable report will help you to effectively manage who you owe money to. As a business owner, you’ll need to know how much money you’re expected to pay your suppliers within your credit terms, and which payments you can potentially push out to help manage your cash flow more appropriately. Looking […]
Know your numbers with the Business Snapshot Dashboard
The Business Snapshot Dashboard – Profit and Loss statement provides a visual summary of how your business is doing with regards to generating sales, managing expenses and creating profits. In other words, whether your business has made or lost money in the period under review. This can also help determine trends for future business decisions. […]
Collect your cash with the Analysis of Accounts Receivable report
It’s important for any business owner to know exactly who owes them cash, how much, and when they can expect to receive it from their customers. Looking at this Dashboard, the first thing you’ll see is that your Debtors Days are 134.54 and, in the red. This means that on average, your debtors are paying […]
Get a picture of your business’s health with the Financial Dashboard
We all know that cash flow is such an essential ingredient to the survival and success of any business. If you ever encounter cash flow problems at some stage of your business’s life, it could be a serious obstacle to your progress. Which is why it always pays to keep a close eye on what […]
Understand your customers with a Sales Trend Analysis report
Most successful businesses use sales analytics to report on and predict sales performance. As a small business, knowledge of this information is power! Being able to view and track Sales Trends year-on-year, as well as sales per sales representative, means that you’re kept up to date and empowered to use this information to track performance. […]
Sorting data in a PivotTable with Microsoft Excel
Sorting data in alphabetical order or numerical order is helpful when you have large amounts of data in the PivotTable you created. Sorting lets you organize the data so it is easier to find the items you want to analyze. 1. Within the PivotTable, click a field in the row or column you want to […]
Enhance your reporting with Sage Intelligence and Microsoft Power BI
Are you familiar with Microsoft Power BI? Did you know that in addition to Excel, Power BI can be used with Sage Intelligence to provide attractive and interactive depictions of your data? A key benefit of this is being able to keep track of key performance indicators while on the go. If this appeals to […]
How to insert icons into a spreadsheet
This tip may seem basic, but with Microsoft continually adding value to its products—we just had to mention it. It’s lead by a repository of every icon imaginable (and maybe even a few that are unimaginable) that you may find useful, especially if you’re someone who likes your Excel workbooks to look a little more […]
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