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Home Sage 300 ERP Page 14
How to set up connections and link reports to the Container in Sage Intelligence: Part 1
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 […]
Tips and tricks to take your reporting to the next level
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 […]
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.
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 […]
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 […]
How to get started with Sage 300 ERP Intelligence Reporting
Not sure how to get started with Sage 300 ERP Intelligence Reporting? In this webcast we’ll give you an overview of the Intelligence Reporting modules and standard reports available to you, and show you how to manage your reports in the Report Manager. We’ll also show you how to use the Task Scheduler which you […]
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 […]
How to customize your reports with ease using the Task Pane in the Sage Intelligence Report Designer
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 […]
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 […]
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