1/19/2018 1

Kelly Hummel, Practice Director

Sean Fleming, Sr. Solutions Engineer

Presented by:

Today’s Presenters

Kelly Hummel | Net@WorkPractice Director - Sage 300

Sean Fleming | Net@WorkSenior Solutions Engineer

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

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

SWYPESister Company

CRM &

Marketing

Automation

HRMS/

Employer

Solutions

Document Management

Nonprofit

Solutions

Managed Print Services

Sister Company

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.

Sage 300 Setup 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 0/30/2018

5 Creating Reports using Orchid Info Explorer 04/06/2018

6 Using Power BI with Sage 300 04/13/2018

7

Webinar Poll

• Answer the Polling Question to the Right

SF

Today’s Topic

Sage Intelligence – Financial Reporting

• Copying a Report

• Existing Reports that can be modified

• Using the Layout Generator

• Formatting and Calculations

• Saving the Excel Template

• Distributing the reports

SF

Lets Take a Live Look!

Sage 300 Intelligence Series

1/19/2018 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

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