Sage 50 U.S. Intelligence Reporting

Run your small business with confidence using Microsoft Excel reports.

Sage 50 Intelligence Reporting helps you make more informed daily decisions by giving you up to date information when you need it. Having worked with small and mid-sized companies for over thirty years we understand the importance of having a daily health check of your business and having the relevant information to make informed business decisions with confidence. Intelligence Reporting is a Microsoft® Excel® based reporting solution, which means that if you are familiar with Excel you will find it very intuitive. It pulls real-time data from Sage 50 – and other data sources you may want to report on – and delivers it in an Excel format that is easy to understand, interact with and customize, giving you instant visibility across your business. Given the value that Intelligence Reporting adds, we have included it as a benefit of Sage 50 Business Care. Intelligence Reporting is activated from Sage 50 Accounting software, so there no separate installation required.
  • Avoid the time-consuming process of exporting, consolidating, cutting, and pasting Sage 50 data into Excel.
  • Save hours by only having to customise your report once, giving you the latest data looking just the way you want.
  • Effortlessly create Excel-based reports that are easy to tailor based on your reporting needs.
  • Rest easy knowing that your reports are automatically updated with new data from Sage 50 when you rerun them.

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Key functionality

Intelligence Reporting offers you four modules depending on your reporting requirements:..
  1. Report Viewer
    Run existing reports, in real time, when you want them.
  2. Report Manager
    The Report Manager license allows you to do everything the Report Viewer does, plus it allows you to edit and customize your standard report templates and save them for future use, create new reports, sort drill-downs and aggregate your data, and automate the distribution of your reports.
  3. Financial Report Designer
    The Report Designer has revolutionized financial reporting! It gives you two drag and drop methods to create and control your financial reports depending on your Excel knowledge and your unique business requirements. View More Information About the Report Designer.
  4. Connector
    The Connector enables you to access and consolidate information from multiple data sources.
Standard reports
Intelligence Reporting comes with a set of standard report templates that give you immediate insight into and across your business. View All Standard Reports

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Business benefits

  • Run and customize the out-of –the-box reports giving you instant access to your business information to make more informed decisions.
  • Know the daily balance of your business and drill down into the detail with ease.
  • Efficiently view, manipulate, analyze, and distribute your reports in a familiar Excel format.
  • Use drag-and-drop formulas to easily create and manage your financial reports.

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Technical requirements

Intelligence Reporting is compatible with the following operating systems:..
  • Windows 7 (32 and 64 bit)
  • Windows 8 (32 and 64 bit)
  • Windows Server 2008 R2
  • Windows Server 2012
For answers to questions like “Do I need to map my accounts to be able to run an out-the-box report?” and “Can you use Sage Intelligence Reporting on a Terminal Services and Citrix Environment?” take a look at the Frequently Asked Questions (FAQ) file.

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