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Reporting Options



Presented By: Randy Bacchus and Debbie Hill
Current Reporting Options
                                           Excel-Based Reporting Utilities
                                           Excel-Based Reporting Utilities
      Crystal                  Financial
                                                             Insight               Intelligence
      Reports                  Reporter
• Ability to design      • Allows for report          • Enterprise-wide Excel   • Allows for report
  custom reports           design in Excel              reporting                 design in Excel and
• All standard module                                                             data analysis
                         • Allows for access to all   • Complex budgeting
  reports
                           G/L data with              • Consolidations and      • Consolidations and
• Ability to customize
  standard reports         drilldown                    reporting beyond G/L      reporting beyond G/L
                         • Part of the G/L module     • Multiple database       • Multiple database
                                                        reporting and data        reporting
                                                        warehousing             • Data Analytic Cubes
                                                      • Sold separately         • Included in 5.6/6.0
Financial Reporter (FR) Tips and Tricks
            Demonstration
Sage Intelligence Introduction
     •   What happened in the past?
     •   What is happening now?
     •   What will happen in the future?
     •   Why did it happen?
     •   What do I want to happen?
Budget & Reporting Process with
       Sage Intelligence



       Presented By: Randy Bacchus and Debbie Hill
Demonstration Agenda
• Sage Intelligence Financial Reports
  – Financial Management Pack
  – Trend Report
• Sage Intelligence Operational Reports
• Drill Down Capabilities
• Customizing Sage Intelligence Reports
Advanced Reporting
Sage Intelligence Components
Basic Elements of the Connector
                         REPORT
      CONNECTOR
                        MANAGER
Advanced Reporting Demonstration
Next Steps
1. Get Your Report Manager Installed
  – https://customers.sagenorthamerica.com/
1. Register on the Community
  – http://community.alchemex.com/group/sage300erpin

1. Learn More
  – http://www.sageu.com/sage300erp

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Al 2012 Sage Reporting Options for the Web

  • 1. Reporting Options Presented By: Randy Bacchus and Debbie Hill
  • 2. Current Reporting Options Excel-Based Reporting Utilities Excel-Based Reporting Utilities Crystal Financial Insight Intelligence Reports Reporter • Ability to design • Allows for report • Enterprise-wide Excel • Allows for report custom reports design in Excel reporting design in Excel and • All standard module data analysis • Allows for access to all • Complex budgeting reports G/L data with • Consolidations and • Consolidations and • Ability to customize standard reports drilldown reporting beyond G/L reporting beyond G/L • Part of the G/L module • Multiple database • Multiple database reporting and data reporting warehousing • Data Analytic Cubes • Sold separately • Included in 5.6/6.0
  • 3. Financial Reporter (FR) Tips and Tricks Demonstration
  • 4. Sage Intelligence Introduction • What happened in the past? • What is happening now? • What will happen in the future? • Why did it happen? • What do I want to happen?
  • 5. Budget & Reporting Process with Sage Intelligence Presented By: Randy Bacchus and Debbie Hill
  • 6. Demonstration Agenda • Sage Intelligence Financial Reports – Financial Management Pack – Trend Report • Sage Intelligence Operational Reports • Drill Down Capabilities • Customizing Sage Intelligence Reports
  • 9. Basic Elements of the Connector REPORT CONNECTOR MANAGER
  • 11. Next Steps 1. Get Your Report Manager Installed – https://customers.sagenorthamerica.com/ 1. Register on the Community – http://community.alchemex.com/group/sage300erpin 1. Learn More – http://www.sageu.com/sage300erp