Sage Intelligence is a financial reporting tool within Sage 300cloud offering ready-to-use online reports that can also be viewed in Microsoft® Excel®. You have the option to easily customise the ready-to-use financial reports or create new reports specific to your business requirements.

• Gain Control – Enjoy the freedom of customising your financial reports to suit your business needs.
• Save time – You only need to customise reports once.
• Take action – Use specific information to make smart business decisions and act on them.

Features

• Ready-to-use financial reports (Income Statements, Balance Sheets, Trial Balance reports)
• Interactive in-product guide and videos to get you started.
• “Create Financial Report” lets you create a custom report from scratch.
• “Quick Create a Financial Report” lets you quickly create a new report using predefined rows and columns.
• Copy and edit, allows you to easily customise the ready-to-use reports to suit your company needs.
• Ability to download online reports to Excel retaining your online formatting.
• Import and Export functionality allows you to share report layouts with other Sage 300cloud users.
• Data load automatically loads your data for the current and prior year, but you can easily change this as required
• The debit and credit feature gives you an accurate representation of your Balance Sheet.
• Software currently available in English and French.

Please Note: If you use Sage 300cloud web screens but have not configured them to use HTTPS, the first time you open Sage Intelligence from web screens, a warning message informs you that your connection is not private. You can safely disregard this message and proceed to Sage Intelligence.