Sage 100 Intelligence Reporting

Sage 100 Intelligence Reporting

What is Sage 100 Intelligence Reporting? It is an advanced reporting tool able to access data from your entire ERP system. The Sage Business Intelligence module empowers you to quickly and easily obtain the information required from any module. You can then use it to help make decisions to drive improved operations. It is easy to organize your data in a relevant and logical manner for advanced reporting across your entire business.

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

Transform your data into actionable information:

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

Consolidate data from multiple companies and multiple sources

  • Single version of the truth
  • Simplify multi-company reporting

Access Strategically Meaningful Information.

Simply run one of the ten 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.

Boost productivity and Save Time and Money

Business Intelligence reduces manual Sage 100 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.

Sage  Software Sage Intelligence reporting also offers Module-Level Security and Report-Level Security. If you need more powerful reporting other options include Sage near me:

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

Accounting Business Solutions by JCS provides support from our Sage Certified Consultants on a multitude of reporting options for Sage 100 Intelligence Reporting for Sage 100 Accounting. Give us a call 800.475.1047 or visit us for more information at or for Sage Timeslips Support.

Sage 100 Intelligence Reporting

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

  1. Seamlessly integration into Sage 100 ERP.

Intelligence Reporting is a tightly integrated business intelligence solution for Sage 100, and 500 ERP, offering a streamlined extension to Sage ERP and providing reporting that pulls trusted data on demand directly from the ERP system. Since it’s a module of your Sage ERP package, no new relationships or extensive IT investments are required to implement Intelligence Reporting, which makes for low TCO and rapid deployment without any hurdles. The module installs easily, with a simple click-and-run installation that completes in less than ten minutes. The software is launched from within your Sage ERP solution and leverages the native security functions provided.

  1. On Demand real-time information.

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 transactional 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 transactional 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.

  1. Drill down to uncover the underlying transactional details

Intelligence Reporting Dashboard and Financial reports ship with real-time prebuilt 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.

  1. 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.

  1. 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. The report templates—which include several iterations of financial income and balance sheet statements, GL trend analysis dashboards, a comprehensive KPI dashboard, customer sales, inventory status, vendor purchases, and operation analysis reports—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.

  1. 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.

  1. 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.

  1. 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.

  1. 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 GL. Multicompany 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.

  1. 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.

  1. 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

  1. Schedule report distribution using automated scheduling.

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.

  1. Single Free license(s) is included

All current customers on Sage Business Care have already received 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.

  1. Tried – True and Tested

Sage has chosen to integrate the Intelligence Reporting tool into Sage 100 ERP, Sage 300 ERP, Sage 500 ERP, Sage PFW ERP, Sage ERP X3 (Financial Reporting), Sage 50 Accounting—U.S. Edition and Sage 50—Canadian Edition because of its excellent pedigree in the small to midsized business (SMB) market. With over 25,000 installs worldwide and a renewal rate of 90%, as well as its ability to take customers from simple financial reporting to intelligent reporting and analysis of their entire ERP solution, this is a tool to take SMBs into the future.

  1. Division of Sage.

Intelligence Reporting is part of a whole product offering and is supported by Sage. If your company has a current Sage Business Care plan, you can rest assured that you are backed by top-notch support to help you get the most from your Sage ERP solution. Being a Sage-owned product, Intelligence Reporting is always compatible with the latest software release at launch, and the Sage Business Care team aligns version support to the ERP systems. Use of the module includes access to numerous resources, to support you and give you the skills you need to maximize your investment:


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