Sage Intelligence Reporting Presented by: Debbie Hill

2 Sage Intelligence Control your data and reporting Automate reporting processes Analyze data, make better business decisions

3 Sage Intelligence: Control Edit and view reports through the familiar interface of Microsoft Excel. Store and run reports in a controlled and secure environment. Create financial reports with drag-and-drop tools. Customize data output - filters, aggregates, parameters

4 Controlled Environment Report Manager Store reports Properties, filters, parameters

5 Report Designer–How do you want to design? Novice Excel Users: Layout Generator Simple graphical interface Automates report layout design Intermediate Excel Users: Add- In/Task Pane 100% Excel experience Offers maximum control and flexibility Layout Generator Task Pane

6 Report Designer Add-In Lists Sage ERP General Ledger data Create rows of a report Formulas Calculated balances and fields based on parameters Defining Columns of a report Trees Reporting Trees for account segmentation One tree for multiple reports

7 Sage Intelligence: Automate Run reports at the click of a button Pre-configured financial and operational reports

8 Automation Automatically distribute reports to anyone who needs them. , send to a file, send to FTP Formats:.xls, PDF, HTML Schedule the routine running of reports

9 Sage Intelligence: Analyze See data from your entire business. Create dashboards of your KPIs with charts and graphs. Drill down into your reports with the click of a button.

10 Reports Dashboard Analysis Customer Sales Inventory Status Vendor Purchase Financial Consolidated Financial Financial Trend Analysis GL Transaction Details Designer: Financial & Consolidated Financial

11 Profitability Dashboard Excel 2010 Excel 2013

12 Resources Sage Intelligence Community Excel on Steroids Free Report Templates Group Tips and Tricks Blog, updated weekly: intelligence-tips-tricks/ intelligence-tips-tricks/

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