Sage 50cloud Intelligence

Why Sage 50cloud Intelligence?

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What is Sage 50cloud Intelligence?

Sage Intelligence is an online reporting app which allows accountants and business owners to easily report off Sage 50cloud data. With Sage Intelligence you can quickly create dynamic financial and operational reports within the familiar experience of Excel 2013 and Excel Online. Securely access your company data via your Sage 50cloud account and insert it to Excel reports. Automatically refreshing your reports in Excel saves you hours each month and allows you to deliver more value to your customers.

Why do I need this app?

Do you find yourself using Microsoft Excel within your reporting process due to the flexibility it offers you? Are you frequently exporting data into Excel and formatting it repetitively in order to analyse is easier? Sage Intelligence offers you a full Excel reporting experience where you can create reports and analysis dashboards with Sage 50cloud data once and then simply refresh them with fresh data whenever you need, instead of having to start over as is common with Excel exports.

What is the difference between the reports within Sage 50cloud and the reports supplied for Sage Intelligence?

Sage Intelligence gives you the freedom to tweak your reports or create new reports from scratch to suit your business needs.

Why is it beneficial to use a cloud reporting tool like Sage Intelligence?

Cloud software products are available for use at any time, from anywhere without needing to worry about I.T. requirements for installation, maintenance, backup and upgrades. Sage Intelligence allows you to focus only on what really matters to you, creating and viewing business reports which empower you to make better business decisions.

Signing into Sage Intelligence

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What username and password do I use to sign into Sage Intelligence?

You must use your Sage 50cloud credentials.

What do I do if I can’t remember my username and password?

As you use the same credentials for both Sage Intelligence and Sage 50cloud, you can use the ‘Forgot My Password’ process on the Sage 50cloud website.

Can I sign into Sage 50cloud and Sage Intelligence at the same time?

Yes, absolutely.

Is my data being stored outside my Sage 50cloud account when I sign into Sage Intelligence?

No, Sage Intelligence does not store your data outside of Sage 50cloud, when you sign in your data is temporarily held in-memory on the Sage Intelligence server which is secured within the same data centre as Sage 50cloud. Once you sign out of Sage Intelligence or your session expires your data is cleared from the temporary in-memory holding area ensuring your data only lives in one place – inside Sage 50cloud.

Using Microsoft Excel and Excel Online

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Do I need a Microsoft Office 365 subscription to run this product?

Yes, a Microsoft Office 365 subscription is mandatory to use Sage Intelligence.

Can I use prior Excel versions to 2013?

No, Sage Intelligence only works on Excel 2013 and later. This app relies on the new Microsoft ‘Apps for Office’ platform which is not available with prior versions of Excel.

If I create Excel reports using Sage Intelligence and want to send them to others to view, do they need Excel 2013 as well?

Not necessarily, you will only need Excel 2013 to use Sage Intelligence but if you only want others to view your reports then they can use Excel 2007 and 2010 to view the reports. Bear in mind users of older Excel versions won’t be able to see some of the newer features of Excel (like Slicers and Timeline).

Why do I need a specific Excel workbook to use Sage Intelligence?

Instead of having you build reports from scratch we feel it is important to offer pre-created reports within a master Excel workbook which you can use immediately. These reports also serve to help you understand how to use Sage Intelligence to build your own reports. In addition to this, the app relies on the master Excel workbook for certain settings such as currency and decimal separators.

Viewing and creating reports

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Can I change company’s after I have logged in?

No, currently this is not possible, you will need to sign out and sign back in to choose a different company. We have future plans to make this process easier.

Is the data showing in my workbook, real time data?

Sage Intelligence loads data from Sage 50cloud directly after you sign in. Any changes made within Sage 50cloud after you sign into Sage Intelligence will not reflect within your Excel report until you sign into Sage Intelligence again.

How can I report off more than sales and financial data?

Currently only financial and sales information is available, we are working to bring more types of data to Sage Intelligence in future.

Where can I learn to design a report?

Be sure to check out the help system by clicking on the help icon once signed into Sage Intelligence there are step by step guides on how to design different reports.

How do I undo a change I made using the Sage Intelligence app?

The Excel undo function currently does not support undoing of Apps for Office, we have asked Microsoft to change this as soon as they can!

Where can I safely store reports I design?

It’s completely up to you, we recommend saving them safely as attachments within Sage 50cloud. Alternatively you can store them within Microsoft OneDrive or just save them securely on your own PC.

How do I send a report to someone else?

You have a few options:

  • Simply send them the Excel workbook with your reports inside.
  • Save specific worksheets within the workbook as PDFs and send them.
  • Upload the Excel workbook to Microsoft OneDrive and share it with them from there.

Can I do the same things in Excel 2013 and Excel Online?

No, there are difference in the experience between Excel desktop and Excel Online. In the desktop version of Excel you can view reports and enjoy Excel’s full design and analysis capabilities. With Excel Online you can view and analyse your reports. Below is a breakdown of what is available in each:

A mixed bag of commonly asked questions

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What do I need to have to access Sage Intelligence?

  • A Sage 50 account.
  • A Microsoft Office 365 license.
  • A basic knowledge of accounting.

Do I need internet access to use Sage Intelligence?

Yes, just like Sage 50cloud, Sage Intelligence is online tool which requires an internet connection to access.

How much bandwidth does Sage Intelligence use?

When you sign in and look at the workbook you are not using any bandwidth, it is only when you insert lists and formula’s that you start using up bandwidth – the amount of this bandwidth is variable based on how large your lists are.

What operational data does Sage Intelligence allow me to report on?

Currently Sage Intelligence allows you to access Sales data from Sage 50cloud.

Do I need to license this product?

No, use of Sage Intelligence is currently included within your existing Sage 50cloud subscription.

How do I upgrade this product?

As Sage Intelligence is a cloud product, upgrades will happen automatically for you. We’ll let you know when new features have been added.

What can I do if I get stuck?

There is a comprehensive online help website which you can access inside Sage Intelligence by clicking the Help icon. The website contains explanations and how to guides.

When I send an Sage Intelligence Excel workbook to others, will the data in the workbook update automatically as I make changes in Sage 50cloud?

Your reporting data will not update automatically when others view it due to security reasons, if you would like others to have access to the latest data inside an Sage Intelligence Excel report you have provided them, they will need to sign into Sage Intelligence using an account which has permission to view your company on Sage 50cloud.

If I make changes in Sage Intelligence will it make the change in Sage 50cloud?

No, Sage Intelligence is designed to only read data from your Sage 50cloud account, it does not write data back to your account.

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