Sage One Intelligence

Struggling to get started with Sage One Intelligence or need help using the reports and templates? Take a look at our easy to follow step-by-step videos for guidance. Need a bit more guidance? Whether you are just getting started or want to increase your Sage Intelligence and Excel knowledge, there are plenty of resources and learning opportunities for you.

How to run a report

Use this one-pager to quickly link to how-to videos and resources to take you from novice to expert.

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How to download a report to Excel

Learn how to download a report to Excel so you can enjoy full control in customise it.

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Copy and unlock a report

All of the ready-to-use reports are locked, but can be unlocked for further customisations. Learn how.

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Add your company logo to a report

See how easy it is to add your company logo to your reports.

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Rename the header of a report

If you want to change a report header to maybe your company name, you can change it in the layout.

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Drill-down to balances in Excel

Download your report to Excel to drill down and see what makes up the balances.

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Exporting and importing reports

Exporting and importing is more for accountants who want to use a customised report for each of their clients.

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Hiding rows and columns

See how to only show totals and not the rows or columns that make up a calculation.

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Creating Current and Prior Period parameters

This feature allows you to create columns that show you the Current and Prior Period.

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Options for Rows

Learn how to search the General ledger for accounts/ account categories to add into your reports.

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Using the Calculator in Rows and Columns

See how you can customise your report by adding a column or a set of columns.

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Data loading

Data load is automatically started for you in the background once you sign in, however you still have full control over the data load. See how.

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Quickly create a report

See how you can quickly and easily create and save your own layouts by using the pre-defined columns and rows.

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Webcasts


Make better sense of your Sage One data with visual and interactive reports

Sage One Accounting Intelligence Reporting Cloud: Creating financial layouts from scratch

Get to know Sage One Intelligence

In this video we introduce you to Sage One Intelligence and show you the basics so that you can get up and running in minutes.

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Create Your Own Custom Financial Reports

Watch this video to learn how to create your own custom financial reports using the “Create a Report” option.

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Create Your Own Detailed Financial Reports

In this video we show you a few more detailed functions that you can use to customize your reports.

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Customise Your Own Financial Reports Further in Excel

See how you can customise your reports even further in Excel. The good news is that the report will always have the latest information from your Sage One Accounting package, even after customising it in Excel.

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Webcasts


Sage One Intelligence: Quick Create Financial Report – Part 1

Sage One Intelligence: Quick Create Financial Report – Part 2

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