Sage Intelligence for Financials

Get a number of out of the box reports that give you insight into and across your business. These reports are fully customizable and flexible. It’s as simple as that!

You will have to copy and customise these reports to your setup. To ensure these reports are always in pristine state, they cannot be edited. If you would like to customise them, simply copy the report of your choice, give it a unique name, and make your edits.

Note: Remember to run the reports for your legislation. Reports from other legislations might not yield the results you are expecting.

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Financials South Africa
1.1     Income Statements

An Income Statement is a financial statement that reports a company’s financial performance over a specific accounting period. Financial performance is assessed by giving a summary of how the business incurs its revenues and expenses through both operating and non-operating activities.



1.1.1     Actual 1 to 12 & YTD

Displays balances per Account class per financial period for the current financial year, displaying actual & YTD.

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1.1.2     Actual vs Budget 1 to 12 & YTD

Displays balances per Account class per financial period for the current financial year, displaying actual, budget & YTD.

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1.1.3     Actual vs Prior 1 to 12

Displays balances per Account Class per financial period for the current financial year and previous financial year.

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1.2     Current Period & YTD

Displays the balances per Account class for the current period & YTD

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1.2.1     Quarter 1 to Quarter 4 &YTD

Displays the balances per Account class for the current period & YTD

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1.3     Balance Sheets

A balance sheet is a financial statement that summarizes a company’s assets, liabilities and shareholders’ equity at a specific point in time. These three balance sheet segments give investors an idea as to what the company owns and owes, as well as the amount invested by shareholders



1.3.1      Actual 1 to 12

Displays balances per Account Class per financial period for the current financial year.

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1.3.2      Actual vs Prior

Displays balances per Account Class per financial period for the current financial year and previous financial year.

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1.4     Trial Balance

A trial balance is a bookkeeping worksheet in which the balances of all ledgers are compiled into debit and credit columns. This trial balance displays the balances of all account classes in debit and credit columns.

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Financials UK
1.1      Income Statements

An Income Statement is a financial statement that reports a company’s financial performance over a specific accounting period. Financial performance is assessed by giving a summary of how the business incurs its revenues and expenses through both operating and non-operating activities.



1.1.1     UK – Income Statement – Actual vs Prior 1 to 12

Displays balances per Account class per financial period for the current financial year, displaying actual, prior year & YTD.

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1.1.2     UK – Income Statement – Actual 1 to 12 & YTD

Displays balances per Account class per financial period for the current financial year, displaying actual & YTD.

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1.1.3     UK – Income Statement Actual vs Budget 1-12 & YTD

Displays balances per Account class per financial period for the current financial year, displaying actual, budget & YTD.

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1.2     UK – Income Statement – Current Period & YTD

Display the balances per Account class for the current period & YTD.

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1.2.1     UK – Income Statement – Quarter 1 to Quarter 4 & YTD

Displays balances per Account class per financial quarter for the current financial year, displaying actual & YTD.

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1.3     Balance Sheets

A balance sheet is a financial statement that summarizes a company’s assets, liabilities and shareholders’ equity at a specific point in time. These three balance sheet segments give investors an idea as to what the company owns and owes, as well as the amount invested by shareholders



1.3.1     UK – Balance Sheet – Actual vs Prior 1 to 12

Displays balances per Account Class per financial period for the current financial year and previous financial year

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1.3.2     UK – Balance Sheet – Actual 1 to 12

Displays balances per Account Class per financial period for the current financial year.

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1.4     Trial Balance

A trial balance is a bookkeeping worksheet in which the balances of all ledgers are compiled into debit and credit columns. This trial balance displays the balances of all account classes in debit and credit columns.

View Report
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Financials US
1.1     Income Statements

An Income Statement is a financial statement that reports a company’s financial performance over a specific accounting period. Financial performance is assessed by giving a summary of how the business incurs its revenues and expenses through both operating and non-operating activities.



1.1.1     US – Income Statement – Actual vs Prior 1 to 12

Displays balances per Account class per financial period for the current financial year, displaying actual, prior year & YTD.

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1.1.2     US – Income Statement – Actual 1 to 12 & YTD

Displays balances per Account class per financial period for the current financial year, displaying actual & YTD.

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1.1.3     US – Income Statement Actual vs Budget 1-12 & YTD

Income statement shows the actual values vs the budgeted values for the current financial.

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1.2     US – Income Statement – Current Period & YTD

Display the balances per Account class for the current period & YTD.

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1.2.1     US – Income Statement – Quarter 1 to Quarter 4 & YTD

Displays balances per Account class per financial quarter for the current financial year, displaying actual & YTD.

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1.3     Balance Sheets

A balance sheet is a financial statement that summarizes a company’s assets, liabilities and shareholders’ equity at a specific point in time. These three balance sheet segments give investors an idea as to what the company owns and owes, as well as the amount invested by shareholders



1.3.1     US – Balance Sheet – Actual vs Prior 1 to 12

Displays balances per Account Class per financial period for the current financial year and previous financial year

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1.3.2     US – Balance Sheet – Actual 1 to 12

Displays balances per Account Class per financial period for the current financial year

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1.4      Trial Balance

A trial balance is a bookkeeping worksheet in which the balances of all ledgers are compiled into debit and credit columns. This trial balance displays the balances of all account classes in debit and credit columns.

View Report
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Financials CAN-FR
CAN FR – Etat des resultats 1 – 12 & CAJ

Affiche les soldes par classe de compte et par période pour l’exercice en cours et présente les montants réels, ceux de l’exercice précédent et le cumul annuel.

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CAN FR – Bilan – Exer. courant & precedent

Affiche les soldes par classe de compte et par période pour l’exercice en cours et pour l’exercice précédent

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CAN FR – Balance de verification

Affiche les soldes de toutes les classes de compte dans des colonnes de débit et de crédit

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CAN FR – Bilan – Exer. courant 1 – 12

Affiche les soldes par classe de compte et par période pour l’exercice en cours

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CAN FR – Etat des resultats courant 1 – 12 & CAJ

Affiche les soldes par classe de compte et par période pour l’exercice en cours et présente les montants réels et le cumul annuel.

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CAN FR – Etat des resultats – Mois courant & CAJ

Affiche les soldes par classe de compte pour la période en cours et le cumul annuel.

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CAN FR – Etat des resultats – Trimestre 1 – Trimestre 4 & CAJ

Affiche les soldes par classe de compte et par trimestre pour l’exercice en cours et présente les montants réels et le cumul annuel.

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Financials CAN- EN
1.1      Income Statements

An Income Statement is a financial statement that reports a company’s financial performance over a specific accounting period. Financial performance is assessed by giving a summary of how the business incurs its revenues and expenses through both operating and non-operating activities.



1.1.1      CAN EN – Income Statement – Actual vs Prior 1 to 12

Displays balances per Account class per financial period for the current financial year, displaying actual, prior year & YTD.

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1.1.2     CAN EN – Income Statement – Actual 1 to 12 & YTD

Displays balances per Account class per financial period for the current financial year, displaying actual & YTD.

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1.1.3     CAN EN – Income Statement Actual vs Budget 1-12 & YTD

Income statement shows the actual values vs the budgeted values for the current financial.

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1.2     CAN EN – Income Statement – Current Period & YTD

Display the balances per Account class for the current period & YTD.

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1.2.1     CAN EN – Income Statement – Quarter 1 to Quarter 4 & YTD

Displays balances per Account class per financial quarter for the current financial year, displaying actual & YTD.

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1.3     Balance Sheets

A balance sheet is a financial statement that summarizes a company’s assets, liabilities and shareholders’ equity at a specific point in time. These three balance sheet segments give investors an idea as to what the company owns and owes, as well as the amount invested by shareholders



1.3.1     CAN EN – Balance Sheet – Actual vs Prior 1 to 12

Displays balances per Account Class per financial period for the current financial year and previous financial year

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1.3.2     CAN EN – Balance Sheet – Actual 1 to 12

Displays balances per Account Class per financial period for the current financial year

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1.4     CAN EN – Trial Balance

A trial balance is a bookkeeping worksheet in which the balances of all ledgers are compiled into debit and credit columns. This trial balance displays the balances of all account classes in debit and credit columns.

View Report
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Financials Australia
1.1      Income Statements

An Income Statement is a financial statement that reports a company’s financial performance over a specific accounting period. Financial performance is assessed by giving a summary of how the business incurs its revenues and expenses through both operating and non-operating activities.



1.1.1     AUS – Income Statement – Actual vs Prior 1 to 12

Displays balances per Account class per financial period for the current financial year, displaying actual, prior year & YTD.

View Report


1.1.2     AUS – Income Statement – Actual 1 to 12 & YTD

Displays balances per Account class per financial period for the current financial year, displaying actual & YTD.

View Report


1.1.3     AUS – Income Statement Actual vs Budget 1-12 & YTD

Income statement shows the actual values vs the budgeted values for the current financial.

View Report


1.2     AUS – Income Statement – Current Period & YTD

Display the balances per Account class for the current period & YTD.

View Report


1.2.1     AUS – Income Statement – Quarter 1 to Quarter 4 & YTD

Displays balances per Account class per financial quarter for the current financial year, displaying actual & YTD.

View Report
1.3     Balance Sheets

A balance sheet is a financial statement that summarizes a company’s assets, liabilities and shareholders’ equity at a specific point in time. These three balance sheet segments give investors an idea as to what the company owns and owes, as well as the amount invested by shareholders



1.3.1     AUS – Balance Sheet – Actual vs Prior 1 to 12

Displays balances per Account Class per financial period for the current financial year and previous financial year

View Report


1.3.2     AUS – Balance Sheet – Actual 1 to 12

Displays balances per Account Class per financial period for the current financial year

View Report
1.4     AUS – Trial Balance

A trial balance is a bookkeeping worksheet in which the balances of all ledgers are compiled into debit and credit columns. This trial balance displays the balances of all account classes in debit and credit columns.

View Report
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