Sage Intelligence is the embedded reporting solution for your Sage 300cloud web interface, allowing you to quickly and easily run and customise your online reports, so that you can make more informed business decisions.

With Sage Intelligence you are able to run financial reports at the click of a button, and enjoy a quick and responsive experience when designing reports by easily selecting the building blocks of your financial layouts.

Every business is unique and because of this so are their financial reporting requirement. Sage Intelligence gives you some ready-to-use financial reports to start with that you can then easily customise yourself, alternatively you can create a new report from scratch to suit your unique business needs.

We’ve given you the choice of which platform you would like to report off. Sage 300cloud Intelligence is a reporting tool within the Sage 300cloud web screen allowing you to report directly from this interface and is currently only available for financial reporting. Our on-premise Sage Intelligence Reporting solution integrates with your Sage 300 solution providing you with financial and operational reporting.

With this being our first iteration of our cloud reporting solution it does not have all of the functionality that the on premise solution currently provides you, but it has a very exciting road map and is very intuitive making the customisation of your reports easy.

We would love to get your feedback so you can assist us in build the best cloud reporting solution ever.

Currently the Sage Intelligence Reporting and Sage Intelligence solutions do not talk to each other so you will not be able to access your Sage Intelligence Reporting reports from Sage Intelligence.

When you sign into Sage Intelligence your information is held in a temporary in-memory database, data is transferred via https encryption ensuring full security. It is however important to note that your data never leaves your server.

You do not require internet access to make use of Sage Intelligence however you will require internet access to make use of the “Learn more” options and help files.

You are able to run multi-currency specifying the currency you would like the report to run in but you currently can’t do side-by-side multi-currency reporting.

Sage 300cloud web screen only allows you to sign in to one company at a time, hence Sage Intelligence will only be able to report off the company that you are currently signed into.

No, the account selection have been simplified and roll-ups are no longer automatically created. (For example if account 4000 is select only the balances for transactions done on account 4000 will be returned.)

Currently you can’t but this will be available when the Excel Report Designer is launched in a future release.

Currently you will need to export your report to Excel and share it via Excel. We are working on the share functionality of our cloud solution.

Our software is currently available in French and English, but custom reports are only available in the language they have been created in. Ready to use reports are available in English and French

Yes, the Data load by default selects the current and prior year, but you have the ability to load information for a number of years and/or companies you would like to report off.

Sage Intelligence is compatible with Microsoft Excel 2013+.

The data is only real-time at the time you sign in to Sage Intelligence and data is loaded into the in-memory database.

When you login to Sage Intelligence there is a “show me how” button that will familiarise you with designing a report, as well as a “Learn more” button which provides you with step by step guides relevant to the screen you are working on.