Sage ERP Intelligence December 13, Debbie Hill Sage Software Denise Austin DM2 Software, Inc. & Tom Lane DM2 Software, Inc.

Transcription

1 December 13, 2012 Debbie Hill Sage Software Denise Austin DM2 Software, Inc. & Tom Lane DM2 Software, Inc.

2 Agenda What Is Sage Intelligence Sage Intelligence Components Standard Reports New Report Designer Add In Feature New Features for version 4.5 Questions

3 What is Sage Intelligence? Excel based reporting tool with access to: All modules and data Multiple company databases Save Excel Templates Includes predefined financial and operations reports with user level security

4 CONNECTOR REPORT MANAGER Connection Container Expression Report Which Database? Which Tables? Which Fields? What do I want to report?

5 Connector Report Manager Sage 100 Sage 100 Sage CRM Build connections to databases Define data to be included (data containers) Multiple drivers available Predefined containers for Sage MAS Design reports with data containers Include sort, filter and parameter options Include summation options Manage and run reports to output to Excel workbooks Excel Workbooks

6 Sage Intelligence Standard Reports Dashboard Analysis Financial Reports (Income Statement, Balance Sheet, etc) Financial Trend Analysis General Ledger Transaction Details Customer Sales Vendor Purchases Inventory Status

7 Dashboard Analysis Tool

8 Pre Defined Financial Reports

9 Sage Intelligence Report Designer

10 Sage Intelligence Report Designer

11 Sage Intelligence Designer Layout Generator

12 Sage Intelligence Report Designer

13 Sage Intelligence Standard Reports Trend Analysis

14 Sage Intelligence Standard Reports Customer Sales Reports Sage Intelligence Customer Sales Report By Date Range with drilldown and filter options from within the Excel Workbook

15 Sage Intelligence Standard Reports Vendor Purchases Report Vendor Purchases Report Select By Date Range & Filtering Selection once in Excel

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17 Sage Intelligence Reports Industry Reporting

18 Sage 100 ERP Intelligence Reporting Report Designer Add In Current Financial Options Introducing Report Designer Add In How It Works Which Tool Do I Use? Demonstration

19 Current Financial Options 1. Run Predefined Financial Report Templates and Then Customize in Excel 2. Use Report Designer Module to design report definition and automate report layout in Excel

20 Introducing Report Designer Add In Build a report piece by piece, and reuse the pieces Pieces are Excel formulas which communicate with a new In Memory processing engine Guaranteed performance enhancement Report Designer license is required Simply create reports from scratch using Excel Maximum Flexibility and Control over layout Minimal learning curve, focus on Excel

21 How it Works 1. All data is transferred into a fast in memory engine 2. Drag and drop formulas into worksheet 3. Design the report using only Excel 4. Save back to Report Manager

22 Sage Intelligence Components

23 Which One Do I Use? Use the Report Designer Layout Generator when The report layouts rarely change Reporting needs and simple The standard report layout works, no modifications are needed Using single budgets Using 2 years, current and prior Use the Report Designer Add In when Accounts and reporting requirements change frequently Modifications to the layout are required Require full control over report design Using multiple budgets Reporting on 3 or more years

24 Demonstration Overview Using Lists & Formulas Existing Report Templates

25 Reporting Trees 4.5 New Features

26 4.5 New Features New Report Distribution Engine

27 4.5 New Features Additional Features Financial Reports Performance Improvement (Up to 6x Faster) Report Designer Progress Bar Easier Right Click Drill Down from cell Universal Query Engine Performance & Efficiency Improvement New Reports: Aggregated Financial Reports and Financial Reports Designer

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29 Follow up Questions? E mail DM2 at sales@dm2.com