Sage Intelligence Report Designer for Mid-Market Businesses

The Report Designer has revolutionized financial reporting for Sage Intelligence with its new In-Memory processing engine providing enhanced:


Enjoy a quick and responsive experience when designing and viewing financial reports.


Easily drag and drop the building blocks of your financial layouts within the familiar interface of Microsoft® Excel®.


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 300 Sage 500 ERP Sage Business Cloud Enterprise Management Sage Evolution