Sage 100 Intelligence Reporting

What is Sage 100 Intelligence Reporting?

Sage Intelligence

Sage 100 Advanced Reporting

What is Sage 100 Intelligence Reporting and why use it? Sage Intelligence is an Excel-based reporting tool used by thousands for easy access into the Sage 100cloud data tables. It is simple to get started so you can take advantage of Sage 100 advanced reporting. Working with skills you already have, and based on the features you are familiar with from Excel you can create critical reports for your business. Gain insights into your entire company and use the data to help make decisions to drive improved operations.

Start creating Sage 100 Custom Reports with out of the box reports so you can immediately get to work. Once you become familiar with navigation you can put your existing knowledge to work slice, dice and organize your information in a relevant and logical manner. For Sage 100 advanced reporting or if you need technical assistance our services include:

  • Personalized Training
  • Custom Report Writing
  • Sales for Sage Intelligence
  • Sage 100cloud Technical Assistance

Based on the familiar Microsoft® Excel® application, the Business Intelligence module lets you effortlessly create reports and analyze data. Empower your business with Sage Intelligence providing Sage 100 Advanced Reporting.

Complex reporting made easy:

  • Sage Intelligence has a familiar Microsoft Excel interface
  • Easily customizable out of the box financial, sales, purchasing, and inventory report templates and dashboards
  • Convert Sage 100 FRX reports

Transform your data into actionable information:

  • Powerful multi-dimensional analysis
  • Perform what if scenarios that go beyond just transnational data

Consolidate data from multiple Sage 100 companies and multiple sources

  • Required Sage Connector Module
  • Simplify multi-company reporting
  • Add multiple sources of information

Access Strategically Meaningful Information.

Simply run one of the out of the box reports and start slicing and dicing information. If needed, customization and personalization of a template is a simple and straightforward process to create Sage 100 custom reports.

  • Free up Resources and boost productivity with reusable templates
  • Schedule and deliver frequently used reports

Business Intelligence reduces manual Sage 100cloud reporting preparation, repetitive data extracts, and complex back-end data joins to provide you with up-to-date, accurate, and presentation-quality reports for informed decision-making.

Module Level Security

Sage Software – Sage Intelligence reporting also offers Module-Level Security and Report-Level Security. If you need Sage 100 Custom Reports with more powerful reporting and dashboards other options include:

  • Microsoft Sage Power BI
  • Sage Crystal Reports
  • Standard Sage 100 Reporting
  • Sage Dashboard Insights

Sage 100 advanced reports give powerful information from your Sage 100 company data files. Sage 100 custom reports can also be created using crystal reports for Sage 100 and Sage 100 intelligence reporting.

Accounting Business Solutions by JCS – for Sage 100 custom reports

Certified Sage Consultants Sage 100 Advanced Reports Technical Support and Training

Sage 100 Intelligence Reporting

Crystal Reports

Business Insights Dashboard

Give us a call 800.475.1047 or visit us for more information at www.jcscomputer.com

Sage 100 Intelligence Reporting - Sage Intelligence is easy to use where you can apply your existing Excel Knowledge and Experience

Top 15 Things You Need to Know About Sage 100 ERP Sage Intelligence Reporting

Sage 100 Custom Reports – Create Sage 100 advanced reports, visualizations & reporting dashboards. Merge data together without code. You can define the data that is include on the report and what the final output design looks like. Choices you will need to make is how the report is sorted and subtotaled. Often you can have one version that is a summary and another that is a detailed view. Do you want all the detailed information or do you need a selection prompt that allows you to slice and dice your data for only a few key records?

1. Seamlessly integrated into Sage 100cloud ERP.

Sage Intelligence Reporting is a tightly integrated business intelligence solution for Sage 100cloud. Providing low cost of ownership and rapid deployment for a cost friendly budget. Once installed Sage Intelligence is launched from within the Sage 100cloud system.

2. On Demand real-time information.

Sage 100 Intelligence Reporting empowers you to run reports at the click of a button, pulling trusted real-time information directly from the ERP database into Microsoft Excel®—in the format of your choice. Intelligence Reporting helps you save time and get more accurate reports by eliminating redundant data entry. Different levels of detail can be displayed within the reports, while the data can be drilled down into for transaction details as required.

The data has always been there; however, Intelligence Reporting puts it into an easily digestible format and gets the right information to the right people, when they need it, providing visibility of what has happened even in the last few minutes. A clear understanding of the transaction history in your database, and visibility of trends at a glance, empowers you and your team to make decisions based on timely, relevant, meaningful information, which gives you the means to plan ahead and grow in the face of competition.

3. Drill down to uncover the underlying transaction details

Sage Intelligence Reporting Dashboard and Financial reports ship with real-time pre-built drill downs to the source data. Users also have the ability to create and configure custom real-time drill downs to any data they choose. Once set up, easily access the data using the “right-click drill down” feature from within Excel. Each time you drill down, live data is extracted from the database, allowing you to quickly look at the underlying data to certain metrics and take corrective measures.

4. Completely Microsoft Excel-based

Report creation, organization, drill down, and housekeeping of reports are done from the Intelligence Reporting proprietary interface, which makes administration of reports easy to manage. However, reports are delivered in the familiar Excel interface and can be manipulated, analyzed, and distributed accordingly. Intelligence Reporting seamlessly draws trusted data directly from your company’s database(s) and delivers it automatically into the tool you are already compiling static reports in today, Microsoft Excel, making it easy to adopt.

You don’t have to be a programmer to get the data, and you don’t need to be an accountant to interpret the data. Information can be “sliced and diced” extensively using the powerful native functionality of Excel, such as PivotTables, for more insight. This leverages existing Excel skills in your business and lowers your total cost of ownership. Intelligence Reporting allows businesses to continue using Excel as their preferred data sharing application in a controlled, secure environment but eliminates “spreadsheet chaos.”

No more cutting and pasting repetitively, no more human error, no more doubt about data accuracy. With Intelligence Reporting decision-makers can spend less time gathering data and more time focusing on strategic analysis and interpretation with up-to-date, accurate, and presentation-quality reports. Intelligence Reporting supports Excel 2003, 2007, 2010 and 2013.

5. Includes various prepackaged reports to use as starters

An entire library of ready-to-run reports is delivered out of the box to get you up and running immediately and enable you to produce meaningful reports right away. There are many report templates out of the box. For financial statements included are several iterations of financial income and balance sheet statements, GL trend analysis dashboards.

For operations there are comprehensive KPI dashboards, customer sales, inventory status, vendor purchases, and operation analysis reports. Each have been carefully developed and researched to meet a wide range of reporting requirements. If necessary, these reports can be reformatted or built from scratch in Excel to meet your company’s needs and saved in the customized format for repeat use.

  • Dashboard Analysis Template:  this 1-page summary of key business information features “Top N” Reporting on expenses, items, and customers.  Profit and Loss are also featured for the current month and year-to-date.
  • General Ledger Transaction Details Template:  shows the account transaction details, description, amount totals, dates, and reference.  This report allows functionality using Microsoft Excel PivotTable® and additional elements to be involved.
  • Customer Sales Template:  this report features sales information for customers including costs, gross profits per item and/or per customer and item sales.  PivotTable® allows for additional elements to be manipulated.
  • Vendor Purchases Template:  filter this report by items or vendors, it lists purchase information including cost and item numbers for any date range chosen.  PivotTable® allows for additional elements to be manipulated.
  • Inventory Status Template:   this report shows the item and quantities along with location.  PivotTable® allows for additional elements to be manipulated.
  • Financial Reports:  allows for the review of balances for your General Ledger for any financial period chosen.  Layouts are generated, subtotaled and grouped by financial category.  This report also allows customization using Excel.
  • Financial Trend Analysis Template:  gives you the information you need to see what comparative trending over a period of time.  This powerful feature allows you to pinpoint analysis of trends to the appropriate source it is driven by.
  • Financial Report and Consolidated Financial Report Template:  these reports are available immediately and show you comparative balance sheets and income statements for your chosen defined time period.  All reports offered in this template are fully customizable with Excel.

6. Scalable, powerful flexible financial reporting.

Intelligence Reporting is new-generation BI software, designed from the ground up with SMME needs in mind; for example, it specifically addresses serious challenges around financial reporting—which are prevalent worldwide—like departmental reporting, GL segmentation, and project reporting. The Report Designer fast tracks the building of powerful financial reports using an easy-to-use, drag-and-drop interface to allow for flexible financial reporting with multilevel groupings according to your unique business needs.

7. Optional Report Designer puts control at your fingertips

The Report Designer Add-in (available as a free download on the Sage Customer or Partner portal) provides an alternative method for building advanced financial reports and allows you to take even more control of the design aspects of your reporting layouts. The Add-in provides drag-and-drop Excel financial formulas, which communicate with an In-Memory processing engine for brilliant performance and greatly enhanced flexibility.

Creating multiyear and multi-budget financial reports is quick and easy using the simple drag-and-drop options. You can also easily control the way your accounts roll up using ranges and arithmetic, allowing you to present the required level of detail in your reports. With the Report Designer Add-in all financial reports are interactive from the In-Memory Engine, allowing users to interact dynamically with GL data in real time.

8. Convert previous Sage 100 FRx reports.

FRx reports can be efficiently converted to Intelligence Reporting using the Report Designer Add-in by simply exporting them into Excel and linking them. All existing Excel financial spreadsheets can be converted using this method. A comprehensive conversion guide is available to take you through a step-by-step conversion process.

9. Reach into every corner of Sage 100 data

Intelligence Reporting takes you beyond financials to provide insight into data from across your entire business, offering you total flexibility. You will be able to combine information from multiple sources, possibly from your ERP, CRM, and payroll databases, or from multiple companies, divisions, and departments into one report. The Connector module offers connectivity into all Sage ERP modules and systems without having to link spreadsheets, understand the underlying database structure, rely on Visual Basic knowledge, or create additional content packs for each additional module outside of the General Ledger.

Multi-company reports and consolidations can be created quickly to provide instant visibility into meaningful information from across a business for insightful decision making. You can custom-design almost any report you need, giving you total control over your reporting process. Every customization you make can be saved for future use, sparing you time and effort. Dashboard reports will give you a good idea of the health and well-being of the company by displaying current metrics and key performance indicators (KPIs) in a graphical format so that trends are visible at a glance.

The ability to effectively analyze your data with powerful dashboard tools will help you make better, faster, and smarter decisions.

10. Options for Users to choose from.

Intelligence Reporting is available at different user levels and for multiple databases. You can select licenses and modules individually to build a reporting system that best suits your current and future business requirements. Report Viewer Licenses allow users to run existing reports to get access to real-time information and have some basic filter and change parameter editing capabilities, including drill down.

Report Manager Licenses have the capabilities of Report Viewer, plus the ability to customize reports, set up parameters, establish new templates, and schedule and distribute reports. More powerful report building capabilities are available in the Report Designer module, which gives you total flexibility to create as many different customized financial layouts as you wish through an easy-to-use “drag and-drop” interface. For access to unlimited multiple disparate databases and consolidating data from multiple companies, the additional Connector Module is available.

11. Model your own reporting structure using Reporting Trees

Reporting Trees functionality in Intelligence Reporting allows you to model a reporting structure that best represents your organization and view it in many different ways with just a few clicks. Users can model their business units independently to their chart of accounts and quickly change reporting angles. Adding new departments or regions is easily managed, without having to make changes to your GL, and you can control which financial information is made available for departmental or regional reporting. The Reporting Trees capability built into the software can easily replace any FRx Reporting Tree

12. Schedule report distribution using automated scheduling.

This process is made up of 3 easy steps:

1.      Decide where you’re going to save your report.
2.      Create the Scheduler Command.
3.      Set up the Windows Scheduler Task.

In order to effectively drive daily business decisions, Intelligence Reporting provides anytime access to business-critical information. Getting the information to the right people is key! The powerful Report Distribution feature allows for fully automated, unattended report distribution, which facilitates improved collaboration among teams, no matter where recipients are located.

Features include the ability to create rule-based alerts, insert previews of report data within the body of your rich text email, and select which worksheets you want to send to whom. You have the option to send reports in various formats, such as PDF, HTML, and Microsoft Excel. Distribution methods include email, FTP site, SharePoint, Skydrive, Dropbox, and shared network folders. The distribution rules are created once and can be reused across all reports.

13. License(s) is included

All current customers on Sage Business Care have already received Report Viewer and Report Manager license(s)* at no charge. This enables you to try the product at zero cost. When stacked up against other products in the market, the purchase of additional licenses and modules provides a very cost-effective solution. Additional fees may be required for multiple licenses.

  • Report Viewer – Provides the ability to view existing reports with drill down functionality and some basic filtering options
  • Sage 100 Report Manager – Author new reports, Set permissions and security for reports
  • Report Designer – Easily create and edit existing reports with a drag and drop graphical interface
  • Connector Module – Allows access and the ability to consolidate information from multiple sources and data bases.

14. Used by Thousands of  Small Businesses

Sage has chosen to integrate the Intelligence Reporting tool into Sage 100 ERP. Create Sage 100 custom reports with the well established Sage 100 Sage Intelligence. Go from simple financial reporting to intelligent reporting and analysis of your entire Sage 100cloud ERP.

15. Division of Sage

Sage 100 Intelligence Reporting is owned by Sage Software and is part of a whole product offering and is included with current Sage 100cloud licensing. Sage 100 Advanced Reports has access to all the company Modules.

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Microsoft Power BI

Microsoft Power BI


Affordable and Powerful

Microsoft Power BI affordable and powerful. Do you need better reports from QuickBooks, Sage 50Cloud or Sage 100Cloud? Are you looking for interactive dashboards so you can quickly measure performances in your business?

Microsoft Power BI is an affordable, streamlined business analytics, intelligence, and reporting solution. With Microsoft Power BI, you can use the valuable data your business generates to improve your operations. Unlock the value of your data. Microsoft Power BI is a platform that lets everyone in your business make informed decisions from anywhere and on any device. This tool can be used with accounting systems such as QuickBooks, Sage 50Cloud and Sage 100Cloud.

Microsoft Power BI gives you big business analytics without the big cost. Consolidate data from various sources, then query the application to find meaningful information that can help you drive business decisions in real time. Connect with other applications you already use, and easily share information with your team.

Microsoft Power BI is a business intelligence (BI) tool that allows users to crunch data and create BI reports through a self-service interface. Use powerful drag-and-drop tools to create meaningful reports from and perform critical analysis on your data in new shape.

As of 7/16/2018 Microsoft Power BI has three pricing plans: Power BI Desktop: This offering is free to any single user and includes data cleaning and preparation, custom visualizations and the ability to publish to the Power BI service. Power BI Pro: The Pro plan costs $9.99/user/month. Current pricing is subject at the decision of Microsoft taken from https://docs.microsoft.com/en-us/power-bi/service-features-license-type

In the Power BI service, users have defined capabilities based on two types of licenses:

  • Per-userPower BI Pro licensing and free licensing. A Power BI Pro license enables access to all content and capabilities in the Power BI service, including the ability to share content and collaborate with other Pro users. Only Pro users can publish to and consume content from app workspace, share dashboards, and subscribe to dashboards and reports. A free license enables access to some of the features of the Power BI service. For more information, see Per-user license type comparison.
  • Capacity-basedPower BI Premium licensing. Premium provides dedicated capacity to deliver more consistent performance and support larger data volumes in Power BI. For individual users, Premium also enables widespread distribution of content by Pro users without requiring Pro licenses for recipients who view the content. For more information, see What is Power BI Premium? Visit Sage 50 Support.

 

This tool can be used with accounting systems such as QuickBooks, Sage 50Cloud and Sage 100Cloud. For additional information give us a call 800.475.1047 or email solutions@jcscomputer.com

Per-user license type comparison – Here is a list of features supported by per-user license type.

Microsoft Power Feature Comparisions Sage 100 Sage 50 QuickBooks Sage Intelligence

 

FRx Training Classes – Consultant MAS 90 MAS 200 Support Conversions to Sage Intelligence Certified Sage Consultant

FRX Training Classes

FRx Consultant, MAS 90, MAS 200

Support – Conversions to Sage Intelligence

FRx Financial Reporting Tool for Sage MAS 90 and MAS 200.

FRx Training Classes – FRx may still work with some of the 4.X versions and FRx Reports and it is simple to convert FRx financial statements into Sage Intelligence. FRx included the following module options and has been sunset by Microsoft.

  • FRx Report Designer
  • FRx DrillDown Viewer
  • FRx Report Launcher
  • FRx Report Manager
  • FRx Report Server
  • FRx Report Wizard
  • FRx WebPort

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History of FRx

Microsoft FRx was created by the FRx Software Corporation in Denver, Colorado. The first FRx product was a DOS-based application that originally shipped around 1991 and integrated with The Platinum Series for MS-DOS, an accounting suite created by Advanced Business Microsystems (now Epicor) and marketed in a joint venture with IBM. A Windows-based version of FRx was available in 1993. FRx Software was acquired by Great Plains Software, which itself was purchased by Microsoft, where it was run as a wholly owned subsidiary. FRx was integrated with numerous general ledger systems.

FRx Desktop is a full-featured, graphical reporting tool that comes bundled with the Sage MAS 200 General Ledger module. It also provides multi-company consolidation and robust security.

FRX Download

You may have tried recently to download the latest FRX service pack 11 from Sage. Unfortunately, as of January 31, 2011 Sage is no longer able to distribute service packs due to Microsoft (who publishes FRX) discontinuing sales of FRX (support however extends to December 2012).

If you need to download FRX 6.7 Service Pack 11 (aka R11670) you can check the Microsoft Knowledgebase for availability.

Difference between FRX and Sage Intelligence

  • Sage Intelligence works with current versions of Sage 100
  • Sage Intelligence uses the connector module to connect to any data table
  • Sage Intelligence can connect to multiple data tables.

Converting FRx Reports to Sage Intelligence

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The ease of use for the Report Designer in Sage Intelligence can convert your FRx financial reports into Sage Intelligence. Using Microsoft Excel, the Report Designer Add-in allows you to map (Rows, Columns, and Reporting Trees) to the FRx and convert your report layouts, add formulas. Once converted the user can then save the designs as new Sage Intelligence reports.

Step1. Installed Sage Intelligence and the Sage Intelligence Report Designer Add-In

Software Requirements

  • FRx 6.7 Service Pack 11
  • Sage MAS 90 and 200 Intelligence 4.4 or later
  • Sage Intelligence Report Designer Add-In
  • Sage Intelligence Report Designer License
  • Sage Intelligence Report Manager License
  • Active Connector License (Required for Multi- Company Consolidations only)
  • Microsoft Excel 2007 or Microsoft Excel 2010 32 bit

Step 2.

  • Understanding How FRx Report Concepts Relate to Sage Intelligence
  • FRx and Sage Intelligence are similar as they both allow you to build reports using report building blocks.
  • FRx report building blocks are known as Row Formats, Columns Layouts and Reporting Trees.

The model behind the Sage Intelligence Report Designer Add-In is to break down a report into reusable building blocks and then allows you to control where and how these building blocks fit together to create a report using an excel spreadsheet as their design platform. The Sage Intelligence building blocks are Lists, Formulas and Trees and are made available via the Task Pane inside Excel. Both FRX and Sage Intelligence use the standard Excel functions making the task easier for users who are proficient in Excel.

Step 3. Prepare the FRx report to be exported

  • Open FRx Report Designer.
  • Log in to the Company which contains the reports you wish to convert.
  • Select Catalog of Reports.
  • Select the Catalog ID of the report you wish to convert.
  • Click Open.
  • Click Open Column in the toolbar.
  • Ensure there is a column of type ACCT and DESC. This will ensure the Account Code and Descriptions from the Row Format are exported. If either of the columns are not present, add them
  • Save and Close the Columns.
  • Select Report Options.
  • Under Formatting ensure that the option Display rows with no amounts is selected. This will ensure that all of the accounts are exported even if it has zero balances.
  • Click Report Options, Tree Options.
  • Ensure the Page breaks option is set to either, before each reporting unit or Use reporting tree.

Step 4. Export the FRx report to Microsoft Excel

  • Click Output, Output Options.
  • Change the output type to Formatted Excel (XLS, XLSX).
  • In order for the report to be compatible with the Sage Report Designer Add-In report, the report must be saved in the latest format. Change the file name extension to .XLSX.
  • Select all available options
  • Select generate report

Step 5. Convert the data to Sage Intelligence Reporting formulas

The next step is to copy the static FRx report created previously in the Exporting Reports topic and convert it to a report that Sage Intelligence Reporting can execute against your ERP database

Step 6. Save the report into Sage Intelligence

  • Save the Report to Sage Intelligence Reporting
  • Open the Sage Intelligence Reporting Report Manager.
  • Right-click on the report for which the changes were made, and select Create and Link Template.

Step 7. Review

  • Print
  • Review
  • Verify the Report Data

Compare the results generated in FRx to the results generated in Sage Intelligence confirming the report is converted and working properly with the same results.

FRx Desktop Core Module for MAS 90 and MAS 200 Features included:

  • Real-time Data Access
  • Graphical Formatting
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  • Roll Up
  • Unposted Data
  • Export to Excel and HTML
  • Cleaver-Use the special “Cleaver” tool
  • Drag and Drop
  • Account Types
  • XML Support
  • Printing Options
  • Security and E-mail.
  • Spreadsheet Link
  • Reporting Trees
  • Multi-Company Consolidations

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  • Security-Secure by company and report templates.
  • Account Sets
  • MAPI E-mail Support

The Demand Page viewing feature sends only the requested information. Reports:

  • Balance Sheet
  • Tabular Balance Sheet
  • Side-by-Side Balance Sheet
  • Balance Sheet with Ratios
  • Cash Flow Report
  • Income Statement with Percentage of Net Sales Circulation
  • Income Statement
  • Regional Profit and Loss

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  • Rolling Quarter Income Statement
  • Last Three Months Transaction Detail
  • Departmental Transaction Detail
  • Departmental Transaction Detail
  • Debit and Credit Transaction Detail
  • Full Year Transaction Detail
  • Transaction Detail Drill-Down Report (using Drill Down Viewer)
  • Trial Balance
  • Full Year Forecast
  • Budget Variance Analysis
  • Variance Analysis Using Trial Balance
  • Exception Reporting
  • Rotated Departments and Expenses
  • Row Linking Balance Sheet and Income Statement
  • Consolidated Balance Sheet
  • Consolidated Balance Sheet and Income Statement
  • Side-by-Side Consolidated Income Sheet
  • Consolidated Balance Sheet with Eliminations
  • Consolidated Income Statement
  • Side-by-Side Consolidated Income Statement

Frx Training Classes – Sample Company FRx in FDD Setup

Follow the steps below to set up the FDD company within FRx. Complete each step in the order listed.

  1. Log on to FRx.
  2. From the Company menu, select Information.
  3. Click New.
  4. Enter FDD as the FRx company code and FDD Company as the company name.
  5. From the Specification Set drop down list in the FRx System Information tab, select FDD as thespecification set
  6. Click the System Specific Information tab and enter FDD as the company.
  7. Select the drop-down list from the Data Source field and select FRX_MAS (or the DSN you created) as the data source to the MAS90 directory.

Note: If using FRx with multiple installations of Sage MAS 90 and 200, it is recommended to create a separate DSN to access those files. Refer to the README document included with the FRx installation for information on how to create a System DSN.

  1. Click Save and click Save as Default.

Note: You will use FDD for in-class activities.

  1. Close Company Information.

Creating a Specification Set

You must create the following specification sets for use with the Sage MAS 90 companies.

From the Company menu in FRx, select Specification Sets. Define the following specification set.

Save the new specification set and select the Import button to import the file from the Beg_Spec.tdb now located in the IO_Data directory.

Create an FDD company and set up FDD as the default specification set in FRx under Company Information. Verify setting under the System Specification Information tab for the FDD company in FRx.

 

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Sage 100 Custom Reports

Sage 100 Custom Reports

Sales, Technical Assistance and Training

Sage 100 Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports – There are multiple options for Sage 100 Custom Reports that are provided with the Sage 100cloud ERP system. The power is they allow customized reports from virtually any Sage 100cloud company data files. By simply selecting the information that you want to view or print, you can create reports once and run them again on demand.

In some of these options you also have features to allow scheduling and/or automatically running reports. Reports can be placed on a custom menu in each module for quick access. Reports can also be imported and exported, enabling you to transfer them between installations. Often reports are created in or to complete data migration between systems integrated with Sage 100cloud. Sage 100 Advanced Reports options for Sage 100 custom reports include Sage 100 Intelligence Reporting and Crystal Reports for Sage 100 cloud.

 

What is a Sage 100cloud Standard Report?

Sage 100 Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 and sage 100 intelligence reporting

Sage 100cloud Standard Reports - Sage 100cloud Standard Reports - Sage 100cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100cloud and sage 100cloud intelligence reportingStandard Reports are included in Sage 100Cloud. These can be modified and the modified standard reports can be saved.

Standard pre-designed reports are available straight out of the box in each Sage 100 cloud installation. You can quickly customize the appearance of the reports. Select the font size, color, and style for the body of reports and add up to two types of bitmaps. This can enable you to print a logo in the page header or create a watermark effect with a background bitmap. With standard reports, you canal so format headers and footers to specify the positions of specific fields.

Using the report format maintenance function, you have the option of selecting graphical output (to a laser printer) or the basic format (on a dot matrix printer). This function allows you to create a custom report format for each specific company. Each module contains a wide selection of standard reports. Included among the reports pre-defined in various modules are General Ledger Detail by Source, Monthly Trend, Customer Sales Analysis, Estimated Cash Flow Analysis, Inventory Turnover, and Benefits Accrual. A full list of reports can be found on the individual module specification sheet

 

Where can I find Information on Sage 100 cloud General Ledger Financial Statements?

Sage 100cloud General Ledger Financial Statements - Sage 100 Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 and sage 100 intelligence reporting

These are built into Sage 100cloud and can be produced based on any segment defined in your setup. For those with simpler financial reporting needs, a financial reporting wizard is built into the General Ledger on the Reports menu. Utilizing the easy-to-use wizard, you can create financial reports such as Balance Sheets, Income Statements, Cash Flow Statements, and Trend Reports. All of the financial reports can be customized with specific formatting options, including date ranges (period to date, year to date or both), type of data to print (such as actual, budget or variance), how to print footnotes, and numeric formatting.

To locate the Sage 100cloud financial statements go to the general ledger reports, locate the option for Financial Statements and you can begin. These can also be put into your favorites if you need to print them often.

 

How do I access Sage 100 Cloud Crystal Reports and Forms?

To install Crystal Reports Designer

  1. Access the Sage 100 installation files. …Sage 100 cloud Crystal Reports and Forms - Sage 100 Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 and sage 100 intelligence reporting
  2. Right-click Autorun.exe.
  3. Select Run as administrator.
  4. Select the applicable product: …
  5. Select Productivity Applications.
  6. Select Install Crystal Reports Designer.
  7. Follow the installation wizard to install SAP Crystal Reports Designer.

To use Crystal Reports for Sage 100 once the designer has been installed there will be a DESIGN icon available when editing any report or form. The Crystal Reports designer is fully integrated with Sage 100cloud form printing. The graphical designer enables you to customize fields, as well as the appearance of your invoices, checks, and other business forms. Print a logo in the page header or create a watermark effect with a background bitmap; select the font size, color, and style separately for each field on the form; and print fields anywhere — even twice. Once designed, your forms can be printed, faxed, or sent by e-mail directly to your customer using Crystal Reports for Sage 100

Sage 100 custom reports can be created by using Crystal Reports for Sage 100 is a powerful Windows report writer that provides presentation-quality output for your custom reports. You can use sample reports straight out of the box or modify them to suit your needs, then save and run them anytime. Wizards can walk you through the steps to easily modify or create a new report. Select the font type, size, and text color, enhance the layout by applying lines, borders, and shading, and further enrich your reports with embedded pictures, diagrams, and logos. Using tables, cross-tabulations, or one of 12 graph styles, you can clearly communicate your accounting information. You can even create reports with drill-down capabilities. You can run your reports at pre-determined times, even unattended one of the tools to support Sage 100 Advanced Reports.

 

What is Sage Business Insights Reporter?

Sage 100 cloud Business Insights Reporter Job Profit View - Sage 100cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 cloud and sage 100 cloud intelligence reporting

Business Insights Reporter gives the ability to create custom reports in Sage 100cloud and is an important component of any business management system, but not everyone has the time to learn the intricacies of data structures or the complexities of creating formulas. Business Insights Reporter is a powerful yet easy-to-use tool for creating custom reports. Creating a report is easier than ever before:

  • Data is presented in logical views – no need to try to figure out what table to get data from or how to link to additional data for your report.
  • Wizard-driven reporting – wizards guide you through all of the required steps to create are port.
  • Choose your format – output reports to multiple formats, including Excel, Adobe PDF, or XML, in addition to printing.
  • Easily create calculated fields – simple point-and-click calculations based on our very successful Lookup Customization Wizard.
  • Secure access to your data – determines which user roles will have access to reports

Business Insights Dashboard

Dashboards if you are a busy manager or business owner, it’s important to have quick access to key business information in an easy-to-read and understand format. Business Insights Dashboard for Sage 100cloud systems provides the ideal solution. Designed to provide the data you need to make critical decisions, Business Insights Dashboard presents information in a high-level, attractive graphical format that allows you to instantly ascertain the state of your business. Flexible, yet simple to use, Business Insights Dashboard is displayed within the Sage 100cloud Business Desktop and can also be accessed directly with Microsoft Internet Explorer, Outlook, or Digital Dashboard

 

Are Sage Business DashBoards easy to set up?

 

Sale 100cloud Business Insights Dashboard - Sage 100cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100cloud and sage 100cloud intelligence reporting   Sale 100 cloud Business Insights Dashboard - Sage 100 cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 cloud and sage 100 cloud intelligence reporting

  • Select Business Insights Dashboard
  • Enter a date and the wizard will begin asking a few simple questions
  • Select the USER
  • Allow use to modify their dashboard page – is an option
  • Never prompt this user for dashboard updates – is an option
  • Select and configure Views – this may take a minute or two

 

Does Sage 100 Sage Intelligence Reporting come as part of Sage 100cloud?

 

Sage Intelligence for Sage 100 cloud - Sage 100cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100cloud and sage 100cloud intelligence reportingWith Some releases Sage 100 Intelligence Reporting modules are included with the purchase. Check to confirm your purchase did include Sage 100 Intelligence Reporting. There are the module options.

  • Report Viewer
  • Report Manager
  • Report Designer
  • Connector Module

* Microsoft PowerBI can also be used to create Sage 100 custom reports and Sage 100 Advanced Reports.

* FRX is a discontinued and can be converted to Sage Intelligence

 

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Sage 50 Technical Support and Sage 100 training
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Sage Intelligence Training

Sage Intelligence Training

Sage 100cloud and Sage 50cloud

Sage Intelligence training can help ease your concerns about your Analytics Data Validity? We are here to help and understand the importance of data validity and empowering business leaders to make informed, data-driven decisions.

Contact us today, and let one of our Engineers for Analytics measurement team experts provide you with industry leading recommendations and actionable insights.  With our Sage Intelligence Reporting Professional Analytics Consulting service, we’ll help get you set up for success.
You know what they say, bad data in = bad insights out.

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Sage Intelligence reporting has different distribution capabilities depending on its companion Sage Software application.

The BI report can be set to distribute directly to an FTP site as outlined in the management window below.

sage intelligence reports, sage intelligence training, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

It can distribute the report in .xlsx or .xls excel formats, but not in .csv format.

The report and distribution can also be set up as a scheduled job each month specifying the month and year as part of the schedule.

 

The resulting output can be secured using Excels security options.

 

 

 

If these meet with your distribution requirements

we would just need to have our letter of engagement signed

to begin creating the output report that has been defined.

Sage Intelligence works seamlessly with Microsoft® Excel® to

  • Minimize repetitive and manual work
  • Allow the creation for in-depth customer, vendor and financial reports
  • Consolidate data from multiple databases, multiple companies/divisions
  • Analyze, view, customize and distribute reports using Microsoft® Excel®
  • Identify trends using customizable dashboards
  • Receive up-to-the-minute detailed transactions, summaries or account groupings
  • Provide staff with trend reports and other purposeful business information
  • Sage Intelligence Support of training is on demand to help you master your investment

Licenses

Report Viewer Licenses, Report Manager Licenses, Report Designer Module, Connector Module and a “Free” version are all available options for Sage Intelligence a module of Sage Software depending on what suits your business needs.

While there are many ways to customize the reporting functionalities of Sage 100 Sage Intelligence it does provide a several predefined report templates and our Sage Intelligence support can help you get up and going quickly.

  • Dashboard Analysis Template:  this 1-page summary of key business information features “Top N” Reporting on expenses, items, and customers.  Profit and Loss are also featured for the current month and year-to-date.
  • General Ledger Transaction Details Template:  shows the account transaction details, description, amount totals, dates, and reference.  This report allows functionality using Microsoft Excel Pivot Table® and additional elements to be involved.
  • Customer Sales Template:  this report features sales information for customers including costs, gross profits per item and/or per customer and item sales.  Pivot Table® allows for additional elements to be manipulated.
  • Vendor Purchases Template:  filter this report by items or vendors, it lists purchase information including cost and item numbers for any date range chosen.  Pivot Table® allows for additional elements to be manipulated.
  • Inventory Status Template:   this report shows the item and quantities along with location.  Pivot Table® allows for additional elements to be manipulated.
  • Financial Reports:  allows for the review of balances for your General Ledger for any financial period chosen.  Layouts are generated, subtotaled and grouped by financial category.  This report also allows customization using Excel.
  • Financial Trend Analysis Template:  gives you the information you need to see what comparative trending over a period of time.  This powerful feature allows you to pinpoint analysis of trends to the appropriate source it is driven by.
  • Financial Report and Consolidated Financial Report Template:  these reports are available immediately and show you comparative balance sheets and income statements for your chosen defined time period.  All reports offered in this template are fully customizable with Excel.

Sage Intelligence also offers Module-Level Security, Report-Level Security, Multi-currency, and Pass through Variables depending on what your business needs and applies. With Sage Intelligence training you can be up and live quickly.

For more information on Sage 100cloud and Sage 50cloud

Call Now –  800.475.1047

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

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Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing

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