December 13, 2012 Debbie Hill Sage Software Denise Austin DM2 Software, Inc. & Tom Lane DM2 Software, Inc.
Agenda What Is Sage Intelligence Sage Intelligence Components Standard Reports New Report Designer Add In Feature New Features for version 4.5 Questions
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
CONNECTOR REPORT MANAGER Connection Container Expression Report Which Database? Which Tables? Which Fields? What do I want to report?
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
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
Dashboard Analysis Tool
Pre Defined Financial Reports
Sage Intelligence Report Designer
Sage Intelligence Report Designer
Sage Intelligence Designer Layout Generator
Sage Intelligence Report Designer
Sage Intelligence Standard Reports Trend Analysis
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
Sage Intelligence Standard Reports Vendor Purchases Report Vendor Purchases Report Select By Date Range & Filtering Selection once in Excel
Sage Intelligence Reports Industry Reporting
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
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
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
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
Sage Intelligence Components
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
Demonstration Overview Using Lists & Formulas Existing Report Templates
Reporting Trees 4.5 New Features
4.5 New Features New Report Distribution Engine
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
Follow up Questions? E mail DM2 at sales@dm2.com