Who uses Sage ERP Intelligence Reporting?


Sage ERP Intelligence Reporting benefits any person or department that prepares business reports, analyzes information, and makes business decisions. For many companies, that's most of your organization. Here's a quick look at how Sage ERP Intelligence Reporting helps your team:


  • Finance and Accounting: Design advanced financial reports and offer strategic advice
  • Management: Assess company performance at a glance through real-time dashboards and custom reports
  • Sales: Access real-time sales reports and drill down into specific transactions
  • Marketing: Track what is (or is not) selling and make meaningful adjustments
  • Operations: Monitor key performance indicators with targeted real-time reporting
  • Customer Service: Track outcomes and call volume patterns for staffing purposes

What does Sage ERP Intelligence Reporting offer?


Sage ERP Intelligence Reporting—a module of your Sage ERP solution—is a flexible, Excel-based reporting tool. Based on the familiar Microsoft® Excel® application, Sage Intelligence empowers you to quickly and easily get information from across your business, improving visibility into your organization and enabling better decision-making.

  • Time
    savings

    Reduce duplications, save time, and increase productivity using automated business reporting.

  • Flexible
    reporting

    Analyze and present data within Excel to see your business activity more accurately.

  • Improved access
    to information

    Give people access to relevant information so they can collaborate easily and make better decisions.

  • Rapid
    ROI

    Be up and running quickly with easy integration, so your team can gain visibility right away.

  • Drive your
    business forward

    Receive world-class resources to help you grow and the support you need to gain a competitive edge.

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  • Time savings

    Reduce duplications, save time, and increase productivity using automated business reporting.

    Monthly financial reports traditionally take days to compile.

    Sage Intelligence automates reporting, pulls current data directly from your existing ERP solution, and delivers the information you need to make better business decisions—in real time. With Sage Intelligence, you can use your time to analyze and strategize—without wasting it gathering data.

    Estimate how much time and money you can save by using Sage Intelligence with our ROI calculator

  • Flexible reporting

    Analyze and present data within Excel to see your business activity more accurately.

    Sage Intelligence pulls your ERP data into Microsoft Excel report templates, so business managers can customize and analyze accurate data using familiar software.

    Sage Intelligence is modern BI software, designed with your needs in mind.

    • Resolve common reporting challenges with reports by department, project, and GL segmentation.
    • Enable consolidated reporting from multiple sources.
    • Simplify building financial reports with drag-and-drop report creation.
    • Create reporting trees to view your organization in different ways, irrespective of your GL configuration.
    • Access ready-to-use reports or build fully customized reports to suit your business.
    • Analyze information easily using Excel and familiar tools, like PivotTables.

    Watch this video to see how the Sage Intelligence Report Designer Add-on helps you see what you want, the way you want to see it.

  • Improved access to information

    Give people access to relevant information so they can collaborate easily and make better decisions.

    Sage Intelligence puts business data into an easily digestible format and gets the right information to the right people, when they need it—so you can better manage exceptions and quickly adjust to changing conditions.

    • Generate reports automatically and eliminate costly wait times for data pulls.
    • Drill down to quickly look at underlying data and respond appropriately.
    • Monitor company health with graphical dashboard reports that display current metrics, trends, and KPIs.
    • Consolidate data from multiple companies, divisions, and departments into one report.
    • Improve collaboration and access to information with fully automated report distribution.

    Discover how the Reporting Trees and Report Distribution functionality in Sage Intelligence enable you to view and distribute data in different ways.

  • Rapid ROI

    Be up and running quickly with easy integration, so your team can gain visibility right away.

    Once activated, Sage Intelligence draws trusted data and delivers it automatically into Microsoft Excel®, making it easy to adopt.

    Sage Intelligence ships with ready-to-use report templates for all user types. Reports are also fully customizable to meet your unique business requirements.

    Sage Intelligence improves operational efficiencies, streamlines processes, and increases productivity to give you a rapid return on investment.

    See the standard reports that are available immediately with Sage Intelligence for Sage 100 ERP and Sage 300 ERP. You can also download free report templates from the Free Report Template Group on the BI Community.

  • Drive your business forward

    Receive world-class resources to help you grow and the support you need to gain a competitive edge.

    Free live webcasts share practical knowledge about Sage Intelligence and its features, reporting best practices, useful Excel functionality, and more.

    Sage Intelligence Community groups provide unrestricted access to discussion forums, how-to videos, product documentation, free report templates, and more.

    Sage Intelligence Tips and Tricks and Excel Tips and Tricks deliver tips straight to your inbox to improve your report writing skills—at no cost.

    Sage University offers Excel and Sage Intelligence training to get you up to speed.

    Sage provides support for Sage Intelligence in accordance with normal Sage Service Level Agreements (SLAs) through Sage Business Care plans.

Will Sage Intelligence Reporting work for me?