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P-184 Sage Intelligence: Financial Reporting for Sage ERP X3 Stephen Coull – Sales Director, Sage Alchemex.

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Presentation on theme: "P-184 Sage Intelligence: Financial Reporting for Sage ERP X3 Stephen Coull – Sales Director, Sage Alchemex."— Presentation transcript:

1 P-184 Sage Intelligence: Financial Reporting for Sage ERP X3 Stephen Coull – Sales Director, Sage Alchemex

2 CPE Credit In order to receive CPE credit for this session, you must be present for the entire session. –Session Code: P-184 –Recommended CPE Credit = 1 – Delivery Method = Group Live –Field of Study = Specialized Knowledge and Applications Visit the Sage Summit Connect kiosks to enter CPE credit during the conference. #SageSummit

3 Introduction Stephen Coull – Sales Director Session PowerPoints and materials can be found on the Sage Summit Mobile App under Documents. Follow –Use the official Summit hashtag: #SageSummit Follow me on #SageSummit

4 Session Objectives Sage Intelligence Reporting Overview New In-Memory Financial Reporting Solution Beyond Financial Reporting The Road Ahead with Sage Intelligence and Sage ERP X3 V7 #SageSummit

5 How Sage Intelligence can meet your needs Consolidates data from any ODBC-compliant database Out-of-the-box value Predefined reports. Easy to use Familiar interface of Excel. Eliminates “spreadsheet chaos” Controlled and secure environment Saves time and money Automates report preparation Flexible reporting Customize and manipulate reports Improves Collaboration Automated report distribution

6 How Sage Intelligence Works #SageSummit

7 Board Room Ready Reports #SageSummit

8 Current Solution for Sage ERP X3 V6 Product installs with four Excel based reports out the box (multiple layouts in each) Financial Report Financial Report by Company Analytical Budget Report (3 Dimensions) Analytical Report (9 Dimensions) All layouts can be customized accordingly in Excel to meet specific requirements #SageSummit

9 In-Memory Solution Coming Soon for Sage ERP X3 V6+

10 New In-Memory Solution (December 2013) #SageSummit Powered by new In-Memory Analytics Engine (Performance) Supports 100% Native use of Excel Account Roll Ups (ranges, inclusions, exclusions, arithmetic) Supports Pyramids (handled via dimensional Reporting Trees) Includes drill down direct from Excel Unlimited GL years, Budgets, Dimensions Single Report catering for dimensional and non-dimensional accounts

11 Two Methods for creating reports #SageSummit For novice Excel users the Layout Generator is easy to use and automates the design of reports layouts quickly and accurately For intermediate Excel users the Task Pane is a 100% Excel experience and offers maximum control and flexibility over report layouts

12 Sage Intelligence - Financial Reporting for Sage ERP X312 Demonstration In-Memory Solution

13 Summary of In-Memory Solution #SageSummit Available calendar QTR Supports Sage ERP X3 V6 (6.0 – 6.5) No additional cost to existing Sage Intelligence X3 users No additional cost to new Sage Intelligence X3 users Currently available across Sage 100, 300, 500 install bases Single Report catering for dimensional and non-dimensional accounts

14 Beyond Financial Reporting #SageSummit

15 Excel Power View & 3D Data Visualization #SageSummit

16 The Road Ahead with Sage #SageSummit Strategic global partnership between Sage ERP X3 and Sage Alchemex Sage Intelligence will be fully embedded into the Sage ERP X3 V7 framework Global solution for all Sage ERP X3 V7 Customers

17 For More Information Go to Visit us at Booth #17 Get your FREE e-books in your virtual tote bag #SageSummit

18 Additional Learning Opportunities For information about additional learning opportunities visit (Sage University). For free Sage Intelligence webcasts visit Upcoming webinars: –10 August: Power up your Financial Reporting with the Report Designer Add–In from Sage Intelligence #SageSummit

19 Your Feedback Is Important to Us! Completing a session survey is fast and easy: Complete the survey on your mobile phone, laptop, or tablet through the Sage Summit mobile app. –IOS, Blackberry, or Android users may download the app from the at the App Store by searching “Sage Summit” Remember each completed survey is another entry for one of several daily prize drawings, including an Apple iPad! Your feedback helps us improve future sessions and presentation techniques. Session code for this session: P-184 #SageSummit

20 Contact Information Presenter Contact Information: –Stephen Coull –Twitter hashtag #SageIntelligence #IntelligenceReporting Follow –Use the official Sage Summit hashtag: #SageSummit Don’t forget to use the Sage Summit mobile or web app for all your conference needs. Thank you for your participation. #SageSummit


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