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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
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Additional Reports
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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The Report Designer has revolutionized financial reporting for Sage Intelligence with its new In-Memory processing engine providing enhanced:
Performance
Enjoy a quick and responsive experience when designing and viewing financial reports.
Flexibility
Easily drag and drop the building blocks of your financial layouts within the familiar interface of Microsoft® Excel®.
Control
Take full control of all design aspects of your financial reporting layouts.
The Report Designer is currently available for Sage 100, 300 and 500 ERP Intelligence Reporting, Sage Evolution Intelligence Reporting and Sage Intelligence Financial Reporting for Sage ERP X3.
Creating and Designing your financial reports
The new Report Designer gives you two methods to create your financial reports depending on your Excel knowledge.
Layout Generator
If you’re still getting used to Excel, the Layout Generator* is easy to use and automates the design and generation of simple financial report layouts quickly and accurately within Excel. The Layout Generator provides you with a set of standard financial layouts to get you up and running immediately and these can then be edited to suit your unique requirements.
The Layout Generator user interface and performance has been enhanced, greatly improving your user experience. The generated layouts have also been given a cleaner look and feel and are now easier to customize using the Task Pane once your layout is created.
*Formerly the Excel Genie for Sage Pastel Intelligence Reporting
Task Pane
If you’re more familiar with Excel, the new Task Pane provides you with a 100% Excel reporting experience, but greatly enhances it by providing instant and dynamic access to data within your General Ledger. Starting with a blank canvas you simply drag in data lists, formulas, or Reporting Trees from the Task Pane in your Excel window and the In-Memory* technology will update results instantaneously.
You can also change the level of detail seen at a row level by using account ranges, account wildcards and account exclusions giving you maximum control and flexibility over your financial report layouts. You are now able to generate layouts from the Task Pane by simply dragging the layout into a blank sheet in Excel.
* An In-memory engine is a database management system that stores data entirely in your computer’s RAM. Because working with data In-memory is much faster, Intelligence Reporting is able to report on large data volumes, meaning that financial reports can be run out relatively quickly.
How do you get the Report Designer?
The Report Designer is included in your standard Sage Intelligence reports, run from the Report Manager.
Useful Resources
Sage 100- Sage 100 ERP Intelligence Reporting YouTube Playlist
- View the Report Designer Add-in FAQ
- Microsoft FRx to Report Designer Add-In Conversion Guide
- Attend a live webcast
- For further learning resources go to the Sage Intelligence Learning Portal
- Sage 300 ERP Intelligence Reporting YouTube Playlist
- View the Report Designer Add-in FAQ
- Attend a live webcast
- For further learning resources go to the Sage Intelligence Learning Portal
- Sage Intelligence YouTube Channel
- Microsoft FRx to Report Designer Add-In Conversion Guide
- View the Report Designer Add-in FAQ
- Attend a live webcast
- For further learning resources go to the Sage Intelligence Learning Portal
- Sage Intelligence – Financial Reporting for Sage Business Cloud Enterprise Management YouTube Playlist
- View Sage Intelligence – Financial Reporting FAQ
- Attend a live webcast
- For further learning resources go to the Sage Intelligence Learning Portal
- Sage Evolution 7 Intelligence Reporting – FAQs
- Sage Evolution Intelligence Reporting YouTube Playlist
- Attend a live webcast
- For further learning resources go to the Sage Intelligence Learning Portal
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