Sage One Intelligence

Why Sage One Intelligence?

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What is Sage One Intelligence?

Sage One Intelligence provides Sage One customers and accountants with additional reporting options in the cloud and in Excel. With Sage Intelligence you can quickly create dynamic financial reports, securely accessing your company data via your Sage One account.

Why do I need Sage Intelligence?

Sage Intelligence accesses Sage One data and delivers it in customizable online and Excel reports. These reports are always linked to the data source, so they don’t need to be recreated when they’re needed, simply rerun.

Using Microsoft Excel and Excel Online

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

A Microsoft Office 365 subscription is not mandatory to use Sage Intelligence. You just need access to Excel 2013 or above.

Viewing and creating reports

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

If you are working in the online reports you will only login to one company at a time, but if you have loaded multiple companies when running an Excel report you will be able to flip between these companies, but to access additional companies you will need to logout and choose the relevant company.

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

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

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

Currently only financial 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 resources by clicking on the help icon once signed into Sage Intelligence where there are step by step guides on how to design different reports. Alternatively take a look at our Learning Portal for a number of short videos, documents and webcasts.

Where can I safely store reports I design?

Your online report layouts can be saved and stored in the “My Reports” tab in Sage Intelligence, whereas your Excel reports will need to be sorted on your desktop, or a secure file repository of your choice.

How do I send a report to someone else?

You have the option to either download your report to Excel or create a PDF of your report which you can then send to someone else. You do also have the option of exporting your report layout and sharing this with someone and they simply need to import the report on their side.

A mixed bag of commonly asked questions

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What do I need to have to access Intelligence Reporting?

  • Excel 2013 or later.
  • A Sage One account.
  • Internet Explorer 10 or above.

What can I do if I get stuck?

There are a number of resources available for you to reference on the Sage Intelligence Learning Portal alternatively you can contact Sage One support for assistance.

Why Sage One Intelligence?

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What is Sage One Intelligence?

Sage One Intelligence is an online reporting app which allows accountants and business owners to easily report off Sage One data. With Sage One 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 One 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 One Intelligence offers you a full Excel reporting experience where you can create reports and analysis dashboards with Sage One 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 One and the reports supplied for Sage One Intelligence?

Sage One Intelligence reports are purely Microsoft Excel based, giving you the flexibility to change every aspect of your reports to suit your reporting needs. The better you know Excel, the more value you will get from using Sage One Intelligence.

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

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

You must use your Sage One credentials.

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

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

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

Yes, absolutely.

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

No, Sage One Intelligence does not store your data outside of Sage One, when you sign in your data is temporarily held in-memory on the Sage One Intelligence server which is secured within the same data centre as Sage One. Once you sign out of Sage One 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 One.

Using Microsoft Excel and Excel Online

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

A Microsoft Office 365 subscription is not mandatory to use Sage One Intelligence. You just need access to Excel 2013.

Can I use prior Excel versions to 2013?

No, Sage One 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 One 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 One 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 One 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 One 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 One Intelligence loads data from Sage One directly after you sign in. Any changes made within Sage One after you sign into Sage One Intelligence will not reflect within your Excel report until you sign into Sage One 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 One 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 One Intelligence there are step by step guides on how to design different reports.

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

  • A Microsoft Account to acquire access to the app from the Microsoft Office app store.
  • Excel 2013 or later.
  • A Sage One account.
  • Internet Explorer 10 or above.

Do I need internet access to use Sage One Intelligence?

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

How much bandwidth does Sage One 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 One Intelligence allow me to report on?

Currently Sage One Intelligence allows you to access Sales data from Sage One.

Do I need to license this product?

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

How do I upgrade this product?

As Sage One 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 One Intelligence by clicking the Help icon. The website contains explanations and how to guides.

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

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 One Intelligence Excel report you have provided them, they will need to sign into Sage One Intelligence using an account which has permission to view your company on Sage One.

I used to use Business Intelligence Centre (BIC) with Sage Pastel, are my BIC reports compatible with Sage One Intelligence?

Existing BIC reports cannot be run using Sage One Intelligence however where possible you may be able to take your existing Excel reports and link them up to the formulas or data tables which Sage One Intelligence uses to provide data from Sage One.

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

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

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