Sage Intelligence Reporting for Enterprise Management

With real-time data delivered from Sage Business Cloud Enterprise Management into the familiar environment of Microsoft® Excel®, Sage Intelligence Reporting offers you the following standard financial report layouts that are fully customizable and flexible, with drill-down capabilities and a drag-and-drop functionality that enable you to come to grips with your business’s data. These are the standard layouts available when you run the Financial Report Designer.

The Financial Report Designer includes a Task Pane and Layout Generator, empowering you to take full control of all design aspects of your financial reports. These layouts are on an account level and can be updated quickly to use your company’s account structure as it is set up in Sage Business Cloud Enterprise Management. Please ensure that you select the appropriate layout set according to your country’s legislation. The countries whose legislations are currently available include; Britain, United States of America, and South Africa. Click to view the available layouts:

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Analytical Income Statement—Actual YTD vs. Budget YTD vs. Prior YTD

This Analytical Income Statement allows you to report off of your actual year-to-date values while comparing them to your budget year-to-date values, and the prior year-to-date values. You are able to filter on the account, account class, reporting code, chart of accounts, ledger type, company, site, year, source currency, dimensional reporting tree, budget set, and budget version that you wish to report on.

Analytical IS ACT YTD vs Bud YTD vs Prior YTD
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Analytical Income Statement—Actual vs. Budget

This Analytical Income Statement allows you to report off of your actual values for 12 periods while comparing this to your budget values for the same periods. You are able to filter on the account, account class, chart of accounts, reporting code, ledger type, company, site, year, source currency, dimensional reporting tree, budget set, and budget version that you wish to report on.

Analytical IS Actual vs Budget
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Analytical Income Statement—Actual vs. Budget vs. Prior

This Analytical Income Statement allows you to report off of your actual values for 12 periods while comparing this to your budget and prior values for the same periods. You are able to filter on the account, account class, reporting code, chart of accounts, ledger type, company, site, year, source currency, dimensional reporting tree, budget set, and budget version that you wish to report on.

Analytical IS Actual vs Budget vs Prior
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Analytical Income Statement—Actual YTD vs. Budget YTD

This Analytical Income Statement allows you to report off of your actual year to date values while comparing them to your budget year to date values. You are able to filter on the account, account class, chart of accounts, ledger type, reporting code, company, site, year, source currency, dimensional reporting tree, budget set, and budget version that you wish to report on.

Analytical IS Actual YTD vs Budget YTD
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Analytical Trial Balance

The Analytical Trial Balance layout allows you to report off of your actual year-to-date values while comparing them to your budget year-to-date values. You are able to filter on the account, account class, chart of accounts, reporting code, ledger type, company, site, year, source currency, and dimensional reporting tree that you wish to report on.

Analytical Trail Balance
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Financial Balance Sheet

The Financial Balance Sheet layout allows you to report off of your closing balances for up to 12 periods. You are able to filter on the chart of accounts, ledger type, company, site, year, source currency, reporting code, accounts, and account class that you wish to report on.

Financial Balance Sheet
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Financial Income Statement—Actual vs. Prior

This Financial Income Statement allows you to report off of your actual values for 12 periods while comparing this to your prior values for the same periods and analyzing the variances. You are able to filter on the account, account class, reporting code, chart of accounts, ledger type, company, site, year, and source currency that you wish to report on.

Financial IS Actual vs Prior
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Financial Income Statement—Actual YTD vs. Prior YTD

This Financial Income Statement allows you to report off of your actual year to date values while comparing them to your prior year to date values for the same periods and analyzing the variances. You are also able to view the current period actual and prior values using this report. You are able to filter on the account, account class, reporting code, chart of accounts, ledger type, company, site, year, and source currency that you wish to report on.

Financial IS Actual YTD vs Prior YTD
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Financial Trial Balance

The Financial Trial Balance allows you to report off of your actual year-to-date values while comparing them to your prior year-to-date values for the same periods. You are able to filter on the account, account class, reporting code, chart of accounts, ledger type, company, site, year, and source currency that you wish to report on.

Financial Trail Balance
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