Sage 300 Operational Reporting Webinar
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This document provides an overview and agenda for a webinar on Sage Intelligence Operational Reporting. The webinar will demonstrate how to copy existing reports, modify inventory, sales, and purchasing reports, and create a basic report from scratch in Sage Intelligence. It will also cover dashboards, the sales flash report, trends, and saving and distributing reports. The presenter is Sean Fleming from Net@Work and the webinar is part of a Sage 300 Intelligence series covering business intelligence tools for Sage 300 users.
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Sage 300 Operational Reporting Webinar
- 1. 2/2/2018 1 Sean Fleming, Sr. Solutions EngineerPresented by:
- 2. Today’s Presenters Sean Fleming | Net@Work Senior Solutions Engineer
- 3. Webinar Details • Presentation is roughly 30-60 minutes • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
- 4. 180+ Business Technology Architects and Consultants IT Road Mapping & Strategic Planning Business Process Review Ecosystem BI, Analytics & Reporting Cloud & IT Managed Services ERP/ Accounting Web Development & e-Commerce Sister Company Payment Processing SWYPE Sister Company CRM & Marketing Automation HRMS/ Employer Solutions Document Management Nonprofit Solutions Managed Print Services Sister Company
- 5. Goals of the Webinar Series To Educate Sage 300 Users on the power and basic capabilities of different BI Tools. Provide a full range of Business Intelligence Options to choose which is the best solution for your needs. Understand the benefits of transitioning from FR to a more modern solution.
- 6. Sage 300 Intelligence Series Dates # Content Date 1 Sage Intelligence Financial Reporting 01/19/2018 2 Sage Intelligence Operational Reporting 02/02/2018 3 Take your Reporting to the Next Level with Sage Enterprise Intelligence 02/16/2018 4 Take your Reporting to the Next Level with Dataself 03/30/2018 5 Creating Reports using Orchid Info Explorer 04/06/2018 6 Using Power BI with Sage 300 04/13/2018
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- 8. Webinar Poll • Answer the Polling Question to the Right SF
- 9. Today’s Topic Sage Intelligence – Operational Reporting • Copying a Report / Sage Intelligence.com • Existing Reports that can be modified • Inventory • Sales • Purchasing • Create a Basic Report form Scratch • Saving the Excel Template • Distributing the reports SF • Dashboards • Sales Flash Report • Trends
- 10. Lets Take a Live Look! Sage 300 Intelligence Series
- 11. 2/2/2018 11 Thank You For Attending! Kelly Hummel | Net@Work Sage 300 Practice Director (P) 800-719-3307 (E) khummel@netatwork.com Connect with 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Contact your Net@Work Account Manager for any questions or concerns. Or you can reach out to us via the information below! Sean Fleming | Net@Work Sage 300 Solutions Engineer (P) 800-719-3307 (E) sfleming@netatwork.com
- 12. Be Sure to Register for the Next Webinar in the Series: Sean Fleming Email: sfleming@netatwork.com Register: netatwork.com/events Questions… • Setup Series • Intelligence Series • Automation & Workflow Series • Document Management Series • Warehouse Management Series • Net@Work’s Favorites Series