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If you have used the Financial Report Designer to create reports, you may have taken advantage of Reporting Trees as a way of filtering them. If you then intend on sharing these reports with other counterparts and want them to be able to filter by the same tree structures, then, rather than having them re-create […]
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 […]
More and more companies are calling for the necessity of business intelligence (BI) and reporting. It’s fast becoming the ‘it’ word in business, and regularly features in the discussions of many business circles. However, there seems to be a gap in understanding why we need BI. What’s the point of having BI? What’s the big […]
The traditional business intelligence (BI) environment has become bogged down with high-ticket prices, delayed deployments, failed integrations and slow responses to BI requests, and frankly, has lacked any real new innovative ideas for a long time. This begs the question—does simple and affordable business intelligence even exist? Shaking things up This poor reputation has preceded […]
We all know the importance of small businesses to economies around the world. In the US, small firms employ about half of all private sector employees. Yet, according to Bloomberg, eight out of 10 companies fail within 18 months of opening for business. Virgin founder, Sir Richard Branson goes so far as to say that, […]
Do you want to be able to conveniently update your Sage Intelligence reports? Some of your reports may appear outdated or may require a change in branding based on new company policies. You may also want to add new functionality based on later versions of Excel. This is quick and easy to do with the […]
Accountants, bookkeepers and financial analysts alike will tell you one of the most sought after capabilities of a well-tuned accounting package is time efficiency. No one wants to spend unnecessary time having to enter monotonous data. This is where a well-specified reference sheet in your Sage Intelligence reports can be of immense help. Take the […]
At Sage Intelligence, we recently released our brand new Learning Portal. It consolidates all of our learning resources into one, easy-to-use online library and is categorized to meet your level of knowledge and guide you to mastering your product. In this tip, I’m going to show you how to access the Sage Intelligence Learning Portal […]
As a small business owner, getting a handle on your business’s financials doesn’t mean you have to be an accountant. However, you do need to know what the numbers mean and where they come from. Understanding your business financials is critical to your business success, which is why we’ve made it easier for you to […]
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