Empower your business with the ability to easily create reports from Sage Accpac and quickly analyze information, based on the familiar Microsoft Excel application. You will learn how to rapidly create Financial Reports with minimal customization; analyze Sales, Inventory, Purchases, and GL Trend including drill down into detailed transactions; easily filter, sort, and format reports and create new reports; automate monthly managerial report distribution; and much more.

1. Advanced Reporting:
Turning Information into Insight
Presented By: Debbie Hill

2. Agenda
• Audience Poll
• Turning Information into Insight
• Comparing Current Options
• How Does Sage Intelligence work?
• Demonstration
• Resources

3. Audience Poll
• What do you know about Sage Intelligence?
1.This is my first time hearing about it
2.It is installed, but I have never used it
3.I have a few reports but want more
4.I’ve linked all my databases

4. Turning Information into Insight
• 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?

5. Comparing the Current Options
Excel-Based Reporting Utilities
Excel-Based Reporting Utilities
Crystal Financial
Insight Intelligence
Reports Reporter
• Ability to design • Allows for report • Enterprise-wide Excel • Allows for report
custom reports design in Excel reporting design in Excel and
• All standard module data analysis
• Allows for access to all • Complex budgeting
reports
G/L data with • Consolidations and • Consolidations and
• Ability to customize
standard reports drilldown reporting beyond G/L reporting beyond G/L
• Part of the G/L module • Multiple database • Multiple database
reporting and data reporting
warehousing • Data Analytic Cubes
• Sold separately • Included in 5.6/6.0

6. How Sage Intelligence Works

7. Next Steps and Resources
1. Get Your Report Manager Installed
– https://customers.sagenorthamerica.com/
1. Register on the Community
– http://community.alchemex.com/group/sage300
erpintelligence
1. Learn More
– http://www.sageu.com/sage300erp