Sage 50c Intelligence

With Sage 50C Intelligence, you get ready-to-use online and Microsoft® Excel® reports that give you immediate insight into and across your business. Take a look at the list of online reports available to you. You can also download any of the Excel reports listed below, sign in with your Sage 50c credentials and enjoy the flexible reporting capabilities of Excel!

Online Reports
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Financial reports
Balance Sheet – Actual 1 – 12

This summary report includes a breakdown of all assets, liabilities & owners’ equity for the financial year being reported on as well as the balance as at the end of each financial period.

Balance Sheet – Actual vs Prior 1-12

This summary report includes a breakdown of all assets, liabilities & owners’ equity as well as the balance as at the end of each financial period for the financial year being reported on as well as the prior finance year.

Balance Sheet – Opening Balance & Current Period

This summary report has a breakdown of assets, liabilities & owners’ equity and contains the opening balance for the financial year being reported on and the balance as at the end of the current financial period.

P & L – Actual – Current Period & YTD

This Profit & Loss report summarises sales, cost of sales and expenses incurred for the current financial period for a specified financial year. The balance for the current financial period as well as the year-to-date balance taking into account all entries posted is also displayed. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each.

P & L – Actual 1 – 12 & YTD

This Profit & Loss report summarises the sales, cost of sales and expenses incurred for each financial period within the specified financial year as well as the year-to-date balance taking into account all entries posted. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each period and can be used to track changes over a set period of time.

P & L – Actual Q1 – Q4 & YTD

The Profit & Loss report summarises the sales, cost of sales and expenses incurred for each quarter within the specified financial year as well as the year-to-date balance taking into account all entries posted. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each period and can be used to track changes over a set period of time.

P & L – Actual vs Prior 1 – 12 & YTD

This Profit & Loss report summarises the sales, cost of sales and expenses incurred for each financial period within the specified financial year as well as the same information for the prior year. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each period and can be used to compare changes between prior year and current year for each financial period.

Excel Reports
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Financial reports
Profit & Loss – Actuals 1 – 12 & YTD

The Profit & Loss report summarises the sales, cost of sales and expenses incurred for each financial period within the specified financial year as well as the year-to-date balance taking into account all entries posted. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each period and can be used to track changes over a set period of time.

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Profit & Loss – Current Period & YTD

The Profit & Loss report summarises sales, cost of sales and expenses incurred for the current financial period for a specified financial year. The balance for the current financial period as well as the year-to-date balance taking into account all entries posted is also displayed. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each.

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Profit & Loss – Q1 to Q4 & YTD

The Profit & Loss report summarises the sales, cost of sales and expenses incurred for each quarter within the specified financial year as well as the Year To Date balance taking into account all entries posted. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each period and can be used to track changes over a set period of time.

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Online Reports
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Financial reports
Balance Sheet – Actual vs Prior 1-12

This summary report includes a breakdown of all assets, liabilities & owners’ equity as well as the balance as at the end of each financial period for the financial year being reported on as well as the prior finance year.

Balance Sheet – Opening Balance & Current Period

This summary report has a breakdown of assets, liabilities & owners’ equity and contains the opening balance for the financial year being reported on and the balance as at the end of the current financial period.

Income Statement – Actual – Current Period & YTD

This Income Statement report summarises sales, cost of sales and expenses incurred for the current financial period for a specified financial year. The balance for the current financial period as well as the year-to-date balance taking into account all entries posted is also displayed. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each.

Income Statement – Actual vs Prior 1 – 12 & YTD

This Income Statement report summarises the sales, cost of sales and expenses incurred for each financial period within the specified financial year as well as the same information for the prior year. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each period and can be used to compare changes between prior year and current year for each financial period.

Excel Reports
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Financial reports
Balance Sheet – Actual 1 – 12

This summary report includes a breakdown of all Assets and Liabilities for the finance year being reported on as well as the balance as at the end of each financial period.

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Balance Sheet – Opening Balance & Current Period

This report includes a detailed breakdown of all assets and liabilities and their accounts as well as the balance for the current financial period, as well as the Year-to-Date balance.

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Financial Ratio Report

This report provides a breakdown of revenue, costs and expense, as well as balance sheet accounts. A wide variety of commonly used financial ratio’s is available from which the user can draw key insights.

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Income Statement – Actual 1 – 12 & YTD

This report includes a detailed breakdown of the revenue, costs and expenses and related accounts for each financial period within the specified financial year, and includes the Year-to-Date balance.

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Income Statement – Actual Q1 – Q4 & YTD

This report includes a detailed breakdown of the revenue, costs and expenses and related accounts for each financial quarter within the specified financial year, and includes the Year-to-Date balance.

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Income Statement – Current Period & YTD

This report includes a detailed breakdown of the revenue, costs and expenses and related accounts for the current period in the respective financial year, and includes the Year-to-Date balance.

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Trial Balance – Current Year to Date

Displays the balances of all account classes into debit and credit columns for the current year to date.

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Online Reports
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Financial reports
Balance Sheet – Actual vs Prior 1-12

This summary report includes a breakdown of all assets, liabilities & owners’ equity as well as the balance as at the end of each financial period for the financial year being reported on as well as the prior finance year.

Balance Sheet – Opening Balance & Current Period

This summary report has a breakdown of assets, liabilities & owners’ equity and contains the opening balance for the financial year being reported on and the balance as at the end of the current financial period.

Income Statement – Actual – Current Period & YTD

This Income Statement report summarises sales, cost of sales and expenses incurred for the current financial period for a specified financial year. The balance for the current financial period as well as the year-to-date balance taking into account all entries posted is also displayed. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each.

Income Statement – Actual vs Prior 1 – 12 & YTD

This Income Statement report summarises the sales, cost of sales and expenses incurred for each financial period within the specified financial year as well as the same information for the prior year. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each period and can be used to compare changes between prior year and current year for each financial period.

Excel Reports
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Financial reports
Balance Sheet – Actual 1 – 12

This summary report includes a breakdown of all Assets and Liabilities for the finance year being reported on as well as the balance as at the end of each financial period.

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Balance Sheet – Opening Balance & Current Period

This report includes a detailed breakdown of all assets and liabilities and their accounts as well as the financial year opening balance, balance for the current financial period and the Year-to-Date balance.

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Income Statement – Actual 1 – 12 & YTD

This report includes a detailed breakdown of the revenue, costs and expenses and related accounts for each financial period within the specified financial year, and includes the Year-to-Date balance. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each period and can be used to track changes over a set period of time.

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Income Statement – Actual Q1 – Q4 & YTD

This report includes a detailed breakdown of the revenue, costs and expenses and related accounts for each financial quarter within the specified financial year, and includes the Year-to-Date balance. The report calculates the Gross Profit (or Loss) as well as the Net Profit (or Loss) for each period and can be used to track quarterly changes over the respective financial year.

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Financial Ratio Report

This report provides a breakdown of revenue, costs and expense, as well as balance sheet accounts. A wide variety of commonly used financial ratio’s is available from which the user can draw key insights.

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Trial Balance – Current Year to Date

Displays the balances of all account classes into debit and credit columns for the current period. It also includes Year-to-Date balances.

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With Sage Intelligence Reporting you get a number of ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the reports are fully customizable, and flexible with drill-down capabilities. You can access them at any time or have them delivered, real-time, from Intelligence Reporting software to Excel, in the format of your choice. It’s as simple as that!

In addition to the ready-to-use reports you get with Intelligence Reporting, we provide you with a library of templates that you can use to create custom reports that meet your specific needs. Each template, which is designed based on your feedback, provides a framework that you can populate with the information you need. Take a look at the templates.

On Premise Reports

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Financial Report Designer report
  • The Report Designer report enables users to create financial layouts based on their Sage 50c data using net changes and balance (YTD) per General Ledger Account number per financial period for the financial years selected as parameters when running the report. 
  • The revamped report designer includes a Task Pane and enhanced Layout Generator, both utilizing a powerful in-memory engine, empowering users to take control of all design aspects of their reporting layouts. Income Statement and Balance Sheet layouts may be automatically generated once the user defined rows have been configured
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Income Statement – Actual vs. Budget
Displays balances per General Ledger account number per financial period for the current financial year, displaying actual, budget and prior year, plus YTD.

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Income Statement – Actual vs. Prior

Displays balances per General Ledger account number per financial period for the current financial year, including actual and prior financial year displayed monthly and the YTD comparison.

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Income Statement – Current vs. YTD

Displays balances per General Ledger account number for the current period vs. YTD vs. Prior Year.

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Balance Sheet – Actual & Prior YTD

Displays balances per General Ledger account number per financial period for the current financial year and previous financial year.

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Sales Analysis
  • Displays pertinent sales information including average selling unit, freight amount, sales tax, total costs, total sales and gross profits by customer and line description. 
  • Displays Gross Profit $ Amount and Gross Margin % grouped by Customer and Line Description with an option to select a month and year at run-time. 
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Inventory Analysis
  • Displays average selling price per a unit, quantity on hand at the start of the financial year, the quantity purchased and number of units sold.
  • The report can easily be filtered by item type and description or additional fields can be dragged and dropped into the report, using standard Excel PivotTable functionality for further analysis.
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Purchase Analysis
  • Displays Quantity purchased, Purchase Amount grouped by Vendor per Product/Item ID for a selected date range. 
  • Lists relevant purchase cost information by supplier and item number for any given date range and can be filtered by Item ID, Line Description, Vendor ID, Vendor Name and Transaction Type.
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Dashboard Analysis
  • The Dashboard Analysis report template displays summarized Financials and Customer Sales, Product Sales for the current month and YTD. 
  • Showing Top Customers and Items and Bottom Items. It contains both text and graphics to help with daily and long-term planning. 
  • In addition, comparative Profit and Loss figures are displayed for both the current month and year-to-date figures. 
  • This report allows you to easily drill-down to get further insights into the summarized data.
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