Reporting OptionsReporting Options

Presented By: Randy Bacchus and Debbie HillPresented By: Randy Bacchus and Debbie Hill

Current Reporting Options

Excel-Based Reporting UtilitiesExcel-Based Reporting UtilitiesCrystal Reports

• Ability to design custom reports

• All standard module reports

• Ability to customize standard reports

Financial Reporter

• Allows for report design in Excel

• Allows for access to all G/L data with drilldown

• Part of the G/L module

Intelligence

• Allows for report design in Excel and data analysis

• Consolidations and reporting beyond G/L

• Multiple database reporting

• Data Analytic Cubes• Included in 5.6/6.0

Insight

• Enterprise-wide Excel reporting

• Complex budgeting• Consolidations and

reporting beyond G/L• Multiple database

reporting and data warehousing

• Sold separately

Financial Reporter (FR) Tips and TricksDemonstration

Sage Intelligence Introduction

• What happened in the past?• What is happening now?• What will happen in the future?• Why did it happen?• What do I want to happen?

Budget & Reporting Process with Budget & Reporting Process with Sage Intelligence Sage Intelligence

Presented By: Randy Bacchus and Debbie HillPresented By: Randy Bacchus and Debbie Hill

Demonstration Agenda• Sage Intelligence Financial Reports

– Financial Management Pack– Trend Report

• Sage Intelligence Operational Reports• Drill Down Capabilities• Customizing Sage Intelligence Reports

Advanced ReportingAdvanced Reporting

Sage Intelligence Components

Basic Elements of the Connector REPORT

MANAGERCONNECTOR

Advanced Reporting Demonstration

Next Steps1. Get Your Report Manager Installed

– https://customers.sagenorthamerica.com/

2. Register on the Community– http://community.alchemex.com/group/sage300

erpintelligence

3. Learn More– http://www.sageu.com/sage300erp