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Impact of Sage ERP Intelligence Reporting


Sage ERP Intelligence Reporting delivers real-time, business-critical information directly to your company's decision-makers to improve strategic planning and expedite action. Automated, customizable reports feature drill-down functionality to easily access transactional details and boost business insight and productivity.

With Sage ERP Intelligence Reporting, you can spend more time focusing on strategic analysis and smarter decision making and less time gathering data.

Is Sage ERP Intelligence Reporting right for me?


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Introduction: What is your BI FIT?

Are you aware of what Sage Intelligence Reporting components are available and which are suitable for your business requirements?

The product components are structured to cater for a basic user up to the more advanced. Depending on who in your organization needs reports and how they intend to use them, as well as what type of reporting requirements you have, you may choose to utilize different components of the Sage ERP Intelligence Reporting module. The BI Fit Calculator can help you determine what the best BI Fit is for your company.

Personal Info: Tell us a little about yourself

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Step 1: Your role in the organization?

Step 2: What Sage ERP solution are you using?

Step 3: Number of employees accessing reports

How many people in your company need to create, customize and schedule reports?

How many people in your company need access to run real-time reports to view and analyze information?

Step 4: Further reporting needs

Yes

No

Do you need to consolidate data from multiple companies or other databases beyond your ERP, eg. Sage CRM, to create customized reports and dashboards for your company’s unique needs?

Yes

No

Do you want a flexible, intuitive reporting solution with an easy drag-and-drop interface for financials?

Yes

No

Are you experiencing row limitations in Excel reports with large volumes of data?

Do you have large transactional data volumes within your ERP?

Step 5: Here is your BI Fit!

Sage Intelligence Reporting empowers you to quickly and easily obtain the information you need for improved reporting across your entire business.

Get a health check of your business at a glance! A real-time overview of KPIs will make it easier for you to make decisions and focus on running the business.

Intelligence Reporting can institute true collaboration across your business as more people have access to information they need to make better decisions, faster.

It can save you and your staff hours every month to produce financial statements and make you look like a financial genius!

You probably already use Microsoft Excel extensively; this tool uses the same powerful functionality of Excel but eliminates spreadsheet chaos - no more cutting and pasting repetitively, no more human error, no more doubt about data accuracy. The Report Designer gives you access to advanced, flexible financial reporting and you can easily automate and schedule the distribution of reports to the rest of the business, freeing up your time and allowing them to collaborate more effectively.

Users can help themselves to standard reports on demand, thereby reducing the IT bottleneck, while you can rest assured that reports are being pulled from trusted data in a secure environment.

What's more, most of your users know Excel so the learning curve is not steep.

You can help yourself to real-time reports when you want them so you’re no longer reliant on IT or finance for information.

Intelligence Reporting will give you instant visibility of inventory and sales information the flexibility to view it in any way, irrespective of the ERP configuration.

You can help yourself to real-time reports when you want them so you’re no longer reliant on IT or finance for information, plus it gives you the flexibility to view sales information in any way, irrespective of the ERP configuration.

Automation of report preparation & distribution will improve the productivity of your people while presentation of the information in the familiar interface of MS Excel will reduce any learning curves for your staff. Intelligence Reporting allows you to invest in a single reporting tool for your business as it goes beyond financials. Reports can be customized to combine information from multiple sources, possibly from your ERP package, CRM, and payroll databases. Intelligence Reporting can institute true collaboration across your business as more people have access to information they need to make better decisions, faster. Teams can collaborate more effectively, people will be more productive, and decision-makers can be more proactive.

You can help yourself to real-time reports when you want them so you’re no longer reliant on IT or finance for information, plus it gives you the flexibility to view sales information in any way, irrespective of the ERP configuration.

Slice and dice data in Excel to better analyze sales by product / rep / customers / region or timeline. Customized reports can give you a holistic view of front & back office, while you can easily distribute information to your team in the familiar face of Excel which improves collaboration and decision-making.

According to your business’s requirements, you ideally need the following components:

Report Manager licenses Report Viewer licenses The Report Designer module The Connector module The Analysis module

Do you know that you get a free license that you can start reporting with immediately?

Are you aware that new and current Sage 100 ERP customers on Version 4.4, 4.5 and 2012 and who have an active support plan, qualify for a FREE Report Manager license? This will allow you to run, edit, and copy 12 ready-to-use Intelligence Reports as well as create new reports from the provided containers.
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Do you know that you get a free license that you can start reporting with immediately?

Are you aware that new and current Sage 300 ERP customers on versions 5.6, 6.0 and 6.1 and who have an active support plan, qualify for a FREE Report Manager license? This will allow you to run, edit, and copy 17 ready-to-use Intelligence Reports as well as create new reports from the provided containers.
Find Out More

Do you know that you get a free license that you can start reporting with immediately?

Are you aware that new and current Sage 500 ERP customers on Version 7.3, 7.4 and 2012 who have an active support plan, receive four single-user Report Manager licenses FREE? This will allow you to run, edit, and copy 12 ready-to-use Intelligence Reports as well as create new reports from the provided containers.
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Why select Sage ERP Intelligence Reporting?


Accuracy

Automate reporting and eliminate manual errors.

"Manual reporting processes have been completely automated, and the level of trust in reporting accuracy has increased significantly."

Robert Neable
Accounting and Integration Manager
Discovery Air Inc.

Integration

Get up and running right away and easily connect to your other databases.

"A true end-to-end solution that includes a comprehensive one-stop offering for BI, consolidated reporting, and dashboard reporting on non-Sage databases."

Glen Mund
President
Plus Computer Solutions Ltd

Flexibility

Easily tailor your reports to your business strategies and goals.

"Being Excel-based, not only does it give me flexibility in report writing that I didn’t have in FRx, it has easily saved me four hours in my closing process."

Kevin L May
Corporate Controller
Anthony’s Pizza

Support

Learn how to optimize Sage ERP Intelligence Reporting or access support if issues arise.

"The Sage Intelligence Knowledgebase and Sage Intelligence Community are excellent tools for troubleshooting and to easily find solutions to any stumbling blocks."

Craig Juta
Owner
The Intelligence Store Inc.

What's possible


More than 25,000 customers have experienced the benefits Sage ERP Intelligence Reporting offers—click any of the photos below for the details.

MegaCorp

"delivery way beyond expectations"

"The reports we produce literally require a single button push. Our managers receive one spreadsheet containing our dashboard and can filter the reports by department or product and drill down to the underlying transactions."
MegaCorp

Catholic Healthcare Association

"value beyond financial reporting"

"What I’ve seen so far has been very slick. Sage Intelligence is going to be valuable not just in financial reporting but in several other areas too."
Catholic Healthcare Association

Midway Two

"70% time savings"

"We are now only spending a total of two full days at month-end on the entire process, representing a savings of at least 70%."
Midway Two

Bidfreight Port Operations

"measurable return on investment"

"Our expectations have been exceeded in the way Sage Intelligence delivers critical business information from our system. We have converted weeks of repetitive work every month into a few hours."
Bidfreight Port Operations

DirectCash Management Inc.

"more productive use of time"

"Sage Intelligence reports have allowed me to shift my focus to analyzing the data and investigating the variances instead of spending hours entering and compiling the data."
DirectCash Management Inc.

Ready to talk possibilities? Contact us

Report Manager License

For users wanting to run reports, then edit/customize and save their changes to the report layout in Excel for future use.
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Report Viewer License

Ideal for staff members who need access to information but do not need to create or customize reports.

Limitations: Edits to pre-existing reports can only be made permanent through the Report Manager License.

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Report Designer module

For users wanting to easily create and edit their financial statements in Excel.
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Connector module

For users wanting to access information from multiple sources and consolidate data from multiple companies.
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Analysis module

Ideal for users wanting to identify trends and patterns in large volumes of data over multiple years using the slice and dice capabilities of Microsoft Excel PivotTables.
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