Good data makes for better decisions.

Transcription

1 Sage 100 ERP Intelligence Reporting Good data makes for better decisions. To make effective decisions, you need to see an accurate and detailed picture in terms of business and customers. But with data growing at an average rate of 56% per year, it s simply impossible to manually sift through numerous data sources to collect relevant data. Managers and executives can easily become overwhelmed and make poor decisions based on incomplete or inaccurate information. Sage 100 ERP (formerly Sage ERP MAS 90 and 200) Intelligence Reporting is the answer to spreadsheet chaos and data fragmentation. Built for the needs of small and midsized businesses, it has tools to control, automate, and analyze your data across all areas of your business so you can make better decisions to help grow your business. Intelligence Reporting accesses the information already contained in Sage 100 ERP and gives you a secure environment to run and store reports. It has user-friendly features that help reduce the learning curve, like intuitive drag-and-drop tools that make it simple to design reports, and it uses a familiar Microsoft Excel environment to create, view, and edit reports in. Intelligence Reporting automates the reporting process to streamline your efforts, resulting in greater efficiency. Not only can your personnel run reports at the click of a button, they can also schedule them to run at the most optimum time of day, for example during off-peak hours, and then automatically distribute them in the required format to those who need to see them. Benefits Quickly identify and respond to trends using customizable dashboards. Use drag-and-drop formulas to easily create and manage financial reporting. Develop in-depth financial, operational, customer, and vendor reports. Efficiently view, manipulate, analyze, and distribute reports in a familiar Excel format. Effortlessly consolidate data from multiple companies, divisions, and databases. View your organisation in many different ways through flexible Reporting Trees and Reporting Groups. Extract up-to-the minute high-level summaries, account groupings, or detailed transactions. Easily implemented, Intelligence Reporting requires minimal IT support. Intelligence Reporting connects seamlessly with Sage 100 ERP and enables you to pull data from most external systems, allowing data consolidation from ODBC-compliant databases across the company. To gain insight, you can create interactive dashboards with Key Performance Indicators that let you quickly see the information you need, either textually or graphically, and drill down capabilities give you further insight into the numbers. With immediate visibility into all process statuses, your managers and executives will be able to make informed decisions quickly. With additional Intelligence Reporting module components available, you have the flexibility to build a robust reporting system that does what you need it to do and fits your business s unique reporting needs. Get your data under control, turn it into useful information, and get up to a 25% increase in reporting productivity with Sage 100 ERP Intelligence Reporting. What I like most about Sage Intelligence is the ability to create financial and non-financial reports in a format that I understand in Excel. Ian Weight RAM Enterprises

2 Sage 100 ERP Intelligence Reporting Features and Functionality Sage 100 ERP Intelligence Reporting has four modules for purchase depending on your reporting requirements: Report Viewer Run existing reports, in real time, when you want them Your results are delivered in Excel with the ability to drill down further with the click of a button Parameters can be set at the time of running your report Report Manager The Report Manager user license allows you to do everything the Report Viewer user can do as well as: Edit and customize your standard report templates and save them for future use Create new reports to suit your business requirements Sort, drill down, and aggregate your data Automatically distribute reports to anyone who needs them on the platform they require i.e. send reports to a file, publish to an intranet site, or send by with automated report distribution Set permissions and security for your relevant reports to determine who can view and access which reports About The Sage Group plc We provide small and medium sized organisations with a range of easy-to-use, secure and efficient business management software and services - from accounting and payroll, to enterprise resource planning, customer relationship management and payments. Our customers receive continuous advice and support through our global network of local experts to help them solve their business problems, giving them the confidence to achieve their business ambitions. Formed in 1981, Sage was floated on the London Stock Exchange in 1989 and entered the FTSE 100 in Sage has over 6 million customers and more than 12,700 employees in 24 countries covering the UK & Ireland, mainland Europe, North America, South Africa, Australia, Asia and Brazil. For further information please visit Report Designer The Report Designer gives you two methods to create and control your financial reports depending on your Excel knowledge Includes predefined layouts for Income Statement, Balance Sheet, and Trial Balance Enhances your Excel experience and offers you maximum control and flexibility over your financial report layouts Reporting Trees allow you to model a reporting structure and view your organization in many different ways Financial reporting only Requires Microsoft Excel 2007 and above Connector Access and consolidate information from multiple sources Allows for: - Multicompany consolidations - Creation of new reports on any part of your Sage 100 ERP system - Connectivity to unlimited ODBC databases For more info, visit: NA.Sage.com 2014 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners

3 Sage 300 ERP Intelligence Reporting Good data makes for better decisions. To make effective decisions, you need to see an accurate and detailed picture in terms of business and customers. But with data growing at an average rate of 56% per year, it s simply impossible to manually sift through numerous data sources to collect relevant data. Managers and executives can easily become overwhelmed and make poor decisions based on incomplete or inaccurate information. Sage 300 ERP (formerly Sage ERP Accpac) Intelligence Reporting is the answer to spreadsheet chaos and data fragmentation. Built for the needs of small and midsized businesses, it has tools to control, automate, and analyze your data across all areas of your business so you can make better decisions to help grow your business. Intelligence Reporting accesses the information already contained in Sage 300 ERP and gives you a secure environment to run and store reports. It has user-friendly features that help reduce the learning curve, like intuitive drag-and-drop tools that make it simple to design reports, and it uses a familiar Microsoft Excel environment to create, view, and edit reports in. Intelligence Reporting automates the reporting process to streamline your efforts, resulting in greater efficiency. Not only can your personnel run reports at the click of a button, they can also schedule them to run at the most optimum time of day, for example during off-peak hours, and then automatically distribute them in the required format to those who need to see them. Easily implemented, Intelligence Reporting requires minimal IT support. Intelligence Reporting connects seamlessly with Sage ERP 100 and enables you to pull data from most external systems, allowing data consolidation from ODBC-compliant databases across the company. To gain insight, you can create interactive dashboards with Key Performance Indicators that let you quickly see the information you need, either textually or graphically, and drilldown capabilities give you further insight into the numbers. With immediate visibility into all process statuses, your managers and executives will be able to make informed decisions quickly. With additional Intelligence Reporting module components available, you have the flexibility to build a robust reporting system that does what you need it to do and fits your business s unique reporting needs. Get your data under control, turn it into useful information, and get up to a 25% increase in reporting productivity with Sage ERP 100 Intelligence Reporting. Benefits Quickly identify and respond to trends using customizable dashboards. Use drag-and-drop formulas to easily create and manage financial reporting. Develop in-depth financial, operational, customer, and vendor reports. Efficiently view, manipulate, analyze, and distribute reports in a familiar Excel format. Effortlessly consolidate data from multiple companies, divisions, and databases. View your organisation in many different ways through flexible Reporting Trees and Reporting Groups. Extract up-to-the-minute high-level summaries, account groupings, or detailed transactions. What I like most about Intelligence Reporting is the ability to create financial and nonfinancial reports in a format that I understand in Excel. Ian Weight RAM Enterprises

4 Sage 300 ERP Intelligence Reporting Features and functionality Sage 300 ERP Intelligence Reporting has four modules for purchase dependent on your reporting requirements: Report Viewer Run existing reports in real time when you want them. Your results are delivered in Excel with the ability to drill down with the click of a button. Parameters can be set at the time of running your report. Report Manager The Report Manager user license allows you to do everything the Report Viewer user can do as well as: Edit and customize your standard report templates and save them for future use Create new reports to suit your business requirements Sort, drill down, and aggregate your data Automatically distribute reports to anyone who needs them on the platform they require; that is, send reports to a file, publish to an intranet site, or send by with automated report distribution Set permissions and security for your relevant reports to determine who can view and access which reports Report Designer The Report Designer gives you two methods to create and control your financial reports depending on your Excel knowledge Predefined layouts are available for Income Statement, Balance Sheet, and Trial Balance The Report Designer enhances your Excel experience and offers you maximum control and flexibility over your financial report layouts Reporting Trees allow you to model a reporting structure and view your organization in many different ways For financial reporting only, you are required to have Microsoft Excel 2007 and above Analysis Module Through the ability to analyse trends you will be able to make decisions that will support your business strategy. By using built-in Microsoft Excel PivotTables, you can gain insight into information that goes beyond transactional data. You can perform a multidimensional analysis of large volumes of data and overcome Excel row limitations. There is no need to start from scratch, as several report templates, such as an Inventory, Sales, and Financial cube are provided. About The Sage Group plc We provide small and medium-sized organisations with a range of easy-to-use, secure and efficient business management software and services-from accounting and payroll, to enterprise resource planning, customer relationship management and payments. Our customers receive continuous advice and support through our global network of local experts to help them solve their business problems, giving them the confidence to achieve their business ambitions. Formed in 1981, Sage was floated on the London Stock Exchange in 1989 and entered the FTSE 100 in Sage has over 6 million customers and more than 12,700 employees in 24 countries covering the UK & Ireland, mainland Europe, North America, South Africa, Australia, Asia and Brazil. For further information please visit: Connector Access and consolidate information from multiple sources Allows for: - Multicompany consolidations - Creation new reports on any part of your Sage 300 ERP system - Connectivity to unlimited ODBC databases For more info, visit: sage.com 2014 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 03/14

5 Sage 500 ERP Intelligence Reporting Sage 500 ERP (formerly Sage ERP MAS 500) Intelligence Reporting empowers you to quickly and easily gain control and obtain the information you need for operations and strategic planning. Using the familiar look of Microsoft Excel, analyze Sage 500 ERP data. Effortlessly create real-time, automated, and preformatted reports with up-to-date, accurate, and meaningful information. Intelligence Reporting allows you to spend more time focusing on analysis and interpretation and less time pulling the data together. Improve the productivity of your financial staff, enhance report presentation, and streamline report preparation. Build a reporting solution so it works the way you want, using the flexibility of Intelligence Reporting license and module components. Report Manager Report Manager license allows you to create and edit new reports as well as to filter and aggregate data. You ll receive a basic set of standard report templates with Report Manager. These templates provide easy-to-use, in-depth financial, operations, and strategic planning intelligence visibility, so you can focus on ROI and results. Use the flexible security to establish and set permissions for your reports. Report Viewer A Report Viewer license provides you with the ability to view reports, and drill-down into existing reports and templates. Basic editing capabilities, such as filtering the data and changing the parameters, are also included. Report Viewer licenses are ideal for staff members who do not need to create new reports. Report Designer The Report Designer module expands upon the functionality of the Report Manager to provide simplified drag and drop report creation and Reporting Trees capabilities for powerful financial reporting and analytics across your business. Connector Streamline your financial managers day-to-day operational tasks using the Connector module to access information from multiple sources and consolidate data from multiple companies. The Connector module allows for consolidations and connectivity to unlimited ODBC data sources. BENEFITS Quickly identify and respond to trends using sophisticated, customizable dashboards Empower your staff with timely, meaningful information and trend reports Easily create in-depth financial, operations, customer, and vendor reports Efficiently view, manipulate, analyze and distribute reports in a familiar Excel format Extract up-to-the-minute high-level summaries, account groupings, or detailed transactions Effortlessly consolidate data from multiple companies, divisions, and databases Minimize manual, repetitive work in Excel

6 It s an integrated ERP solution that delivers the data we need to run the business more effectively. Arshad Fazal General Accountant Norcast Castings Company Sage 500 ERP I Intelligence Reporting Features Access Business-Critical Information Complex Reporting Made Easy Insightful Decisions Easily Design Custom Reports View Your Organization Any Way You Choose Automated Report Distribution Multicompany Capabilities Secure Business Integrity Accurate, readily available, and intelligent information is imperative to driving daily business decisions. Unifying all of your data into one solution creates a true view of your business, which is vital to growth and profitability. Schedule reports to run during off-peak hours and distribute through for timely delivery no matter where recipients are located. With improved visibility into real-time information comes the ability to better manage exceptions and adjust quickly to meeting changing customer needs. Save time and get more accurate reports by eliminating redundant data entry efforts through direct integration with Sage 500 ERP. By pulling information already in your system, Intelligence Reporting automatically knows your fiscal periods, chart of accounts, detail transactions, and various types of balances. A set of basic report templates are provided with your system, which you can personalize to work the way you do, so you can focus on interpreting information to make faster, better business decisions. Easily create new reports by modifying the basic set of templates or design totally new reports utilizing the Report Designer tool. Templates include Financial Analysis Reports, Dashboard Analysis, General Ledger Transaction Details, Inventory Master, Purchase Master, and Sales Master. The Dashboard Analysis report provides a one-page summary of key business information, featuring Top N details on customers, items, and expenses. View information both textually and graphically to help with daily and long-term planning. In addition, comparative Profit and Loss figures are displayed for both the current month and financial year-to-date figures. You can easily drill down to get further insight into the numbers. The bottom line better, faster, and smarter decisions provide your organization with a significant competitive advantage. Transform Excel data into meaningful information using the Report Designers intuitive and flexible tools. Provide management at every level in your company with customized reports that they ll want to use. Create your layout, do multilevel grouping and consolidations, and add formulas where you want them using intuitive selection tools. Create reports from predefined lists in seconds to get rapid ROI results. Use what-if analysis to instantly see the impact on an area of your business by changing a set of values on your reports. At the click of a button, Reporting Trees allows you to model a reporting structure and view your organization in many different ways. Easily add or change reporting units without changing your financial data accommodating reporting structures from simple to very sophisticated. Improve your workflow and speed up your business processes using Intelligence Reporting to establish fully unattended, convenient report distribution. In a variety of standard formats, send reports to a file, publish to an FTP site, and send by . Choose the reports you want to distribute, who will receive them, and customize each format using your existing MS Outlook profile and address book. Utilize the Connector module to view business intelligence for multiple Sage 500 ERP company databases, or any ODBC-compliant data source from our collaborative ecosystem, such as Sage HRMS, or third-party solutions. Safe, secure, and controlled! Protect the sensitive information in your business. Sage 500 ERP assures comprehensive security at variable levels, protecting your important report/s from unauthorized access or manipulation Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 500_IRP_DS 06/ Irvine Center Drive I Irvine, California I I

7 Sage Intelligence Financial Reporting for Sage ERP X3 Sage Intelligence helps companies to easily control, automate, and analyze their data to make better informed decisions, more quickly. It provides users with a single version of the truth, helping to reduce spreadsheet chaos and improve collaboration. Microsoft Excel reports give clear visibility into an organization s data, helping informed business decisions to be made at the right time. Users can run reports with the click of a button or automate the running and distribution of reports to teams or individuals. Sage Intelligence Financial Reporting for Sage ERP X3 offers a comprehensive and flexible financial reporting solution. It boasts a fresh new intuitive user interface to supplement a powerful generation engine utilizing the latest Sage Intelligence Report Designer In-Memory technology, allowing for improved performance and usability. This release is focused on features which aim to improve the user s experience by providing a high performance, flexible, scalable and easy to use solution. Benefits Time Savings Save hours each month by reducing manual report preparation times and repetitive data pulls. Get reports that are accurate and up-to-the-minute without having to wait, prepare, or review data for accuracy. Spend more time analyzing and interpreting the information and less time searching for it. Flexible Reporting Create, edit, view and analyze reports in the familiar face of Microsoft Excel, without having to fully learn a new program. Within the secure environment of Sage Intelligence, reports will be updated with the latest data in the required format, every time. Improved Access to Information Get real-time, integrated access to trusted ERP transactional data. Your employees will have access to the information when they need it, paving the way for true collaboration and better decision-making across your business. Rapid ROI As a Sage product, Sage Intelligence can be deployed seamlessly, without any hurdles, allowing users to obtain immediate value. Maximize Your Investment Utilize the world-class training resources and Sage support available to you to make the most of this powerful financial reporting tool

8 Sage Intelligence Financial Reporting for Sage ERP X3 Features at a glance: 100% Excel experience The familiar Excel interface leverages existing Excel skills and puts you in total control of formatting, making the design and maintenance of financial reports and financial packs much faster and easier. Powerful In-Memory technology Quickly and easily report on large data volumes using formulas inside Excel which interact with the Sage Intelligence In-Memory engine to allow for a fast and flexible financial reporting experience. Wizard to fast track financial layout generation Those users who are not familiar with Excel can use the Layout Generator to effortlessly generate standard financial reports. Scalable Reporting The solution supports multiple fiscal years as well as multiple charts of account, ledgers, companies and sites making scalable reporting accurate, faster and easier than before. It also caters for reporting on multiple budget sets and budget versions across all available dimensions. Simple Drill Down A simple right-click drill down option within the Excel report extends accessibility and visibility into transactional information. Complete control over the level of detail in reports Advanced Excel users can leverage row sets to define their own repository of reusable, customized reporting rows based on account rules using ranges, wildcards and arithmetic to speed up report design and maintenance. Integrated multi-currency support Multi-currency reporting has never been easier with access from within Excel to exchange rates held and maintained within Sage ERP X3. Advanced Dimensional Filtering Report on both financial and analytical data in a single layout with dimensional Reporting Trees which enable advanced dimensional filtering across all 9 dimensions. You can easily recreate Pyramids, combine Dimension Types, leverage powerful rollup capability, and slice and dice to get the most valuable information from your reports. Automated Report Distribution Improve your workflow and speed up your business processes using Intelligence Reporting to establish fully unattended, convenient Report Distribution. In a variety of standard formats, send reports to a file, publish to an FTP site, and send by . Choose the reports you want to distribute, who will receive them, and customize each format using your existing MS Outlook profile and address book. Sage ERP X3 and Sage Intelligence will pay for themselves through the efficiencies we gain. Tim Waros, Financial Analyst, County Commissioners Association of Pennsylvania About Sage Sage is a leading global supplier of business management software and services for small and midsized businesses. The Sage Group plc, formed in 1981, was floated on the London Stock Exchange in 1989 and now employs more than 12,600 people and supports more than 6 million customers worldwide. For more information about Sage in North America, please visit the company website at: NA.Sage.com. Follow Sage North America on Facebook, Facebook.com/SageNorthAmerica, and Twitter, Twitter.com/sagenamerica. 4 Derby Place, Derby Downs Westville, Durban 3630 South Africa Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners