Sage 300 ERP Intelligence Reporting

Make more informed decisions with improved understanding of your business data

Sage Intelligence Reporting is a module that is available within Sage 300 ERP. It extracts data from Sage 300 ERP and delivers it in a Microsoft® Excel® format that allows you to design any type of business report, putting you in control. Instead of spending time pulling your data together, you can automate that task and rather spend more of your time analysing and interpreting your data to make informed business decisions.

Intelligence Reporting is designed with the needs of small and mid-sized companies in mind, and particularly for Financial Managers, Directors and Accountants, however, it can also be used beyond financial reporting.

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“Lorna is now only spending a total of two full days at month end on the entire process representing a saving of at least 70%.”

Wayne Scholtz, Financial Director, Midway Two ( Read more )


  • Quickly identify and respond to trends using customizable dashboards.
  • Use drag-and-drop formulas to easily create and manage financial reporting.
  • Develop in-depth financial, operational, customer, and vendor reports.
  • Efficiently view, manipulate, analyze, and distribute reports in a familiar Excel format.
  • Effortlessly consolidate data from multiple companies, divisions, and databases.
  • View your organisation in many different ways through flexible Reporting Trees and Reporting Groups.
  • Extract up-to-the minute high-level summaries, account groupings, or detailed transactions.
For more benefits and a list of features:

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“Intelligence Reporting should probably be part of every consultant’s toolkit.”

Glen Mund, President, Plus Computer Solutions ( Read more )

Standard reports

Intelligence Reporting comes with a set of standard report templates that give you immediate insight into and across your business. They include:

  • Financial Income Statement
  • Financial Balance Sheet
  • Financial Ratio
  • Dashboard Analysis
  • Inventory Master

View all reports and their descriptions

In addition, you can access the Profitability Dashboard report template if you have purchased additional Intelligence Reporting licenses and are current on Sage Business Care or on your monthly Sage Intelligence bundle.

We have more report templates available for free on our Free Report Templates Group on the Sage Intelligence Community.

Frequently asked questions

For answers to questions like “What is In-Memory processing?” and “What is the Sage ERP Intelligence Reporting Subscription Bundle?” take a look at the FAQ’s:

View the FAQs

Upcoming webcasts

There are no live webcasts coming up this week, please visit again soon or watch a recorded webcast that covers the same topic or a related one.

How to get Intelligence Reporting

If you already use sage 300 ERP: Get in touch with our Product Specialists who will advise you on the best way to get Intelligence Reporting.

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Don’t use Sage 300 ERP or any Sage accounting, ERP or payroll solution and would like more information on Sage solutions?

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Already have Intelligence Reporting, but need help getting started?

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