Sage Evolution Version 7 Intelligence Reporting Standard Reports

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1 Sage Evolution Version 7 Intelligence Reporting Standard Reports Get a number of ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the reports are fully customizable, and flexible with drill-down capabilities. You can access them at any time or have them delivered, real-time, from your Sage Pastel Evolution software to Microsoft Excel, in the format of your choice. It s as simple as that! Report Name Description Business Benefits Financial Reports Financial Report Designer The Report Designer report enables users to create financial layouts based on their Sage Evolution data using net changes and balance (YTD) per General Ledger Account number per financial period for the financial years selected as parameters when running the report. The revamped report designer includes a Task Pane and enhanced Layout Generator, both utilizing a powerful in-memory engine, empowering users to take control of all design aspects of their reporting layouts. Income Statement and Balance Sheet layouts may be automatically generated once the user defined rows have been configured Easy drag & drop, flexible report design You can now control how your reports are designed all the way down to each individual cell within Excel and because you are using Excel, you can design it anyway you prefer and use all of Excel s standard functionality for formatting, rules and charts and more. Enhance Performance Performance has been a key focus of the Report Designer and is enabled by an In- Memory engine which has been designed to help you calculate financial numbers fast to enable a quick and responsive experience when editing, designing and viewing financial reports. Timesaving The Layout Generators Pre-defined financial layouts and calculations are real time-savers and eliminate the need for an advanced understanding of Excel formulas and functions. Flexibility You can now control how your reports are designed all the way down to each individual cell within Excel and the ability to report of multiple years, budgets and multi-currency has been greatly simplified. Sage Evolution Version 7 Intelligence Reporting - Standard Reports 2014/05 Page 1 of 8

2 Report Name Description Business Benefits Inventory Reports Inventory Master Displays stock on hand quantity and value, over/under stocked quantity and value; reorder levels grouped by warehouse, per Group and item code. The report can be run for one or more warehouses and excludes items where the Quantity on Hand and Under stocked is zero. The report can easily be filtered by item number and location or additional fields can be dragged and dropped into the report, using standard Excel PivotTable pivot table functionality for further analysis. Flexible Easily filtered to view the data according to the user s preference, e.g. Warehouse, product line, item. Users have the flexibility to group and compare data to enable analysis that is appropriate for their requirements. Customizable Can be customized for in depth analysis of inventory by warehouse and/or product line to help you better manage your inventory levels and allow business owners / buyers / stock controllers to: forecast consumption of goods for the near future determine stock requirements with respect to seasonal fluctuations measure statistics such as inventory turns highlight inefficiencies in inventory management Sage Evolution Version 7 Intelligence Reporting - Standard Reports 2014/05 Page 2 of 8

3 Report Name Description Business Benefits Purchase Reports Purchase Master Displays Quantity and Purchase values grouped by Supplier per Product for a selected date range. Includes document details Comprehensive All your purchasing reporting requirements solved within one report. Lists relevant purchase cost information by supplier and item number for any given date range and can be filtered by Item Group, Project Code, Service Item or Warehouse Name. Powerful and Simple Allows for comparative analysis using drag-and-drop functionality in PivotTables. For example, comparing warehouses, divisions, product lines side by side for detailed or summarized analysis. Helps to identify vendors with whom volume discounts or faster delivery times can potentially be negotiated. Flexible Users have the flexibility to group data that is appropriate for their requirements. The layouts can be dynamically Top 10 Suppliers Summary report displaying the Top 10Suppliers in descending order of purchase value for a selected period. Includes an option to select a date range at runtime. Similar to other reports, additional elements can be added to the PivotTable for further manipulation and analysis. Sage Evolution Version 7 Intelligence Reporting - Standard Reports 2014/05 Page 3 of 8

4 Report Name Description Business Benefits Sales Reports Dashboard Customers The Dashboard Customers report template Displays summarized Financials and Customer Sales for the current month and Year to date which are split onto two different layouts. It contains both text and graphics to help with daily and long-term planning. In addition, comparative Profit and Loss figures are displayed for both the current month and year-to-date figures. This report allows you to easily drill down to get further insights into the Customer data. Real-time Provides a real-time overview of the overall health of the business at a glance. Consolidation of data Delivers critical information in one place to help business owners make better, faster,and smarter decisions for a significant competitive advantage. Ease of Use Can be generated at the click of a button no copying, cutting and pasting of data from different sources. Ready for Distribution It can be scheduled, published to the web, and shared via to relevant people in the organization - putting critical information at their fingertips thereby improving collaboration and productivity. Customizable It can be customized to suit the unique requirements of a particular organization, providing access to real-time business information, even across multiple companies, divisions, and databases, to improve business decisions. Sage Evolution Version 7 Intelligence Reporting - Standard Reports 2014/05 Page 4 of 8

5 Dashboard Products The Dashboard Products report template Displays summarized Financials and Product Sales for the current month and Year to date which are split into two different layouts. It contains both text and graphics to help with daily and long-term planning. In addition, comparative Profit and Loss figures are displayed for both the current month and year-to-date figures. This report allows you to easily drill down to get further insights into the data. Dashboard Analysis The Dashboard Analysis report template displays Daily Sales Snapshot displaying the Top 10, Customers, Products and sales Representatives for the Day, and also displaying the sales per day for the last 5 days. It contains both text and graphics to help with daily and long-term planning. In addition, comparative Profit and Loss figures are displayed for both the current month and year-to-date figures. This report allows you to easily drill down to get further insights into the Customer data Sage Evolution Version 7 Intelligence Reporting - Standard Reports 2014/05 Page 5 of 8

6 Sales Master Displays pertinent sales information including item sales quantities, costs and gross profits by customer and item. Displays Quantity, Cost, Selling Price, GP and GP% grouped by Sales Rep, Customer and Product with an option to select a month and year at runtime. Includes Document numbers and dates for all sales related transactions. Timesaving Gives selling time back to the sales team by allowing them to access this report on-demand and get up-to-date information immediately instead of relying on IT or spending time collating and updating reports in Excel. Enables the sales team to analyze buying behaviors, identify upand cross-selling opportunities and spend more time chasing prospects. Sales by Customer, Group and Area Summary report displaying Sales values by Customer, Group and Area. Includes a graph by group by area. Includes an option to select a date range at runtime. Similar to other reports, additional elements can be added to the PivotTable for further manipulation and analysis. Sage Evolution Version 7 Intelligence Reporting - Standard Reports 2014/05 Page 6 of 8

7 Top 10 Customers Summary report displaying the Top10 Customers in descending order of Sales value for a selected period. Includes an option to select a date range at runtime. Similar to other reports, additional elements can be added to the PivotTable for further manipulation and analysis. Sales by Rep by Customer Summary report displaying Sales values by Rep by Customer for a selected range of 12 months. Includes an option to select one or more sales representatives at runtime and the date range required. Includes an option to select a date range at runtime. Similar to other reports, additional elements can be added to the PivotTable for further manipulation and analysis. Sage Evolution Version 7 Intelligence Reporting - Standard Reports 2014/05 Page 7 of 8

8 Sales by Customer, Business Type and Area Summary report displaying Sales values by Customer, Business and Area. Includes a graph by business and by area. Includes an option to select a date range at runtime. Similar to other reports, additional elements can be added to the PivotTable for further manipulation and analysis. About Sage 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 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. 05/14

9 Sage Evolution Version 7 Intelligence Reporting Exciting new features in Intelligence Reporting Some of the exciting usability and performance enhancements to look forward to in the latest release of Sage Pastel Evolution Intelligence Reporting include: More control over your financial reports The new Report Designer (previously known as the BIC Excel Genie) boasts a fresh new user interface, and has vast improvements in performance through its powerful new In-Memory technology*, giving you a quick and responsive experience when designing reports in the familiar interface of Microsoft Excel. Benefits Get better control of your reporting. Automate your reporting processes. Make better decisions through better analysis of your data. The new Report Designer gives you two methods to create your fi nancial reports depending on your Excel knowledge. Layout Generator The Layout Generator, is easy to use and automates the design and generation of simple fi nancial report layouts quickly and accurately within Excel. If you re still getting used to Excel, the Layout Generator provides you with a set of standard fi nancial layouts to get you up and running immediately and these can then be edited to suit your unique requirements. It saves us so much time. More importantly, the amount and type of information we can get out of our systems now helps us to make better business decisions. Susan le Roux, Financial Manager, In Our Green House Layout Generator interface for wizard driven creation of fi nancial layouts. *An In-Memory database system is a database management system that stores data entirely in your computer s RAM. Because working with data In-Memory is much faster, Intelligence Reporting is now able to report on larger data volumes, greatly enhancing the performance of your fi nancial reporting

10 Sage Evolution Version 7 Intelligence Reporting The generated layouts have also been given a cleaner look and feel and are now easier to customize using the Task Pane once your layout is created. Another fantastic feature of the Layout Generator is Row Sets*. Row Sets allow users to create a grouping of accounts that will be displayed as a single row in a report. These Row Sets allow users to create categories of accounts that can be used repetitively, making the creation of reports that much quicker and easier for you. Row Sets can be created using fixed account types, or if you would like the added flexibility you can fully customise which account numbers make up a row set. Task Pane If you re more familiar with Excel, the new Task Pane greatly enhances your Excel reporting experience, by providing instant and dynamic access to data within the General Ledger. Simply drag in data lists, formulas, or Reporting Trees from the Task Pane on the right hand side of the Excel window and the In-Memory technology will update results instantaneously. You can also change the level of detail seen at a row level by using account ranges, account wildcards and account exclusions giving you maximum control and flexibility over your financial report layouts. Task Pane Interface with an Income Statement by Product *Row Sets is a collection of row groupings based on account rules and ranges which you define according to your reporting needs.

11 Sage Evolution Version 7 Intelligence Reporting Missing Reports Intelligence Reporting has introduced a new feature which allows you to view the accounts that are missing from your entire report or from the current layout compared to the accounts that exist in the general ledger which has been retrieved by the In-Memory database. Once a selection has been made, a message will appear keeping the user informed as to whether missing accounts where found, or if there are no accounts missing. Latest Microsoft Excel technology Intelligence is now compatible with the 32-bit and 64-bit versions of Excel 2007, 2010, and 2013 to allow you to take full advantage of the latest Microsoft Excel functionality. Enhanced User Experience Easy access to commonly used features The Report Manager and Connector modules boasts a new ribbon feature with informative icons and labels for each function, aiding the user in easily identifying and accessing the features that they require. Menu items have been restructured and grouped and the more commonly used menu items are now accessible from the Home and Help tabs. Simplified Right-click Menu The Right-click menus in the Report Manager have been simplified to provide the user with a more concise list of options as well as option labels that are more informative. The Right-click options Run Sample and Refresh on the Report Context right-click Menu have been removed and are now accessible in the Report Manager Ribbon via the Home tab. The Labels Create and Link Template and Purge Instance History have been replaced by less technical, and therefore more easily understandable, labels of Save Excel Template and Clear Report History respectively. Task Pane Interface with an Income Statement by Product and Region Dimension 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: 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. 05/14

12 Sage Evolution Version 7 Intelligence Reporting Get your data under control, turn it into useful information! 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. 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. Sage Evolution Version 7 Intelligence Reporting (formerly Business Intelligence Centre) empowers you to quickly and easily obtain the information required for improved operations and reporting across your entire business. Sage Evolution Version 7 Intelligence Reporting 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. You will be able to take full control of all your financial report design layouts and remove the complexity of designing financial reports inside Excel with the new Report Designer. Use drag-and-drop Excel formulas to make financial reporting easier and more intuitive. Control how your accounts rollup with maximum flexibility, establish reporting groups, and reporting trees to view your organization in many different ways. 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. Those users who are not familiar with Excel can use the Layout Generator to effortlessly generate standard financial reports. Benefits Gain complete control over your reports Minimize manual, repetitive work in Excel Empower your staff with timely, meaningful information and trend reports Easily create in-depth financial, operations, customer, and vendor reports Flexibly establish Reporting Trees and Reporting Groups to view your organization in many different ways Efficiently view, manipulate, analyze, and distribute reports in a familiar Excel format Effortlessly consolidate data from multiple companies, divisions, for multi-currencies and databases. Automate your report distribution Sage Intelligence is the kind of product I m happy to recommend to other people Susan le Roux, Financial Manager, In Our Green House Task Pane Interface with out-the-box templates.

13 Sage Evolution Version 7 Intelligence Reporting Features and functionality Access Business-Critical Information Draw all of your data into one solution creating a true view of your business 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 allowing you to better manage exceptions and adjust quickly to meeting changing customer needs. Row Sets Provide management at every level in your company with customized reports that they ll want to use. Use the demonstration reports as a base or create your report from scratch in the familiar interface of Microsoft Excel.Once initially set up there is no further demand on your time. Shorten your reporting process Design reports once and use multiple times. 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. 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. 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 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: 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. 05/14