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In financial reporting, it is common to refer to years other than the current one, for example; in an Actual vs Prior Income Statement (or Profit and Loss report). Sage Intelligence gives you several options to determine the year that you would like your columns to refer to when designing reports in the Online Report […]
You may be aware that Sage Intelligence allows you to connect to any ODBC compliance data source, meaning that you can access and report on information from just about anywhere in your organisation. Included is the ability to use Microsoft Excel as a data source, which is useful in cases where your business management or […]
In Sage Intelligence, account balances are typically returned in their “natural format” from your Sage accounting or business management solution. In other words, credit accounts (with a credit balance) are shown as negative values and debit accounts (with a debit balance) are shown as positives values. However, in financial reporting, there are times when the […]
Over the past year we’ve created a number of financial and sales reports, allowing you to get a handle on the financial position of your business and be able to keep track of your creditors and debtors. We’ve made these reports freely available to you through our Report Utility. Below is an example of just […]
There may be times when you want to run out the same report but with different parameters. For example, you may have a financial report that you want to run individually for three separate fiscal years. Typically, you would need to run out the report three times, once for each year. Did you know that […]
A good Business Intelligence solution will give your company a competitive advantage, and there are many compelling reasons why all business owners should make it a priority to invest in one. Here are the top three: Reason 1: Automate reporting processes Most companies face constant pressure to increase profitability, improve cash flow, reduce costs, and […]
Once you know how to create your own customized reports, using the Sage Intelligence Report Designer and Microsoft® Excel®, you have the power to analyze any aspect of your financials! At the core of this is knowing how to add and edit Sage Intelligence formulas in a report. In this tip, I’ll show you the […]
In today’s competitive business environment, small business owners and mid-sized business managers need to dedicate their skills to managing their businesses, and not sifting through endless reports trying to make sense of heaps of information. A snapshot view of your business is critical in a business environment when there is so much valuable information floating […]
Keyhole visibility is a concept that is familiar to many Small & Medium Businesses (SMBs). This type of business visibility is equivalent to trying to see what’s happening in a room by looking through the keyhole of a door. Likewise, with a narrow view of your business, you are forced to make critical decisions with […]
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