Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales...
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Transcript of Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales...
![Page 1: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/1.jpg)
Sage Intelligence Reporting
Flexible Excelbased reporting forSage ERP X3
Stephen Coull, Sales Director at Sage Alchemex
![Page 2: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/2.jpg)
Agenda
• Sage Intelligence Overview
• Positioning
• Demonstration
• Learning and Enablement
• Q & A
![Page 3: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/3.jpg)
In summary..
Consolidates datafrom any ODBC-compliant
database
Out-of-the-box valuePredefined reports.
Easy to useFamiliar interface of Excel.
Eliminates “spreadsheet chaos”Controlled and secure environment
Saves time and moneyAutomates report preparation
Flexible reportingCustomize and manipulate reports
Improves CollaborationAutomated report distribution
![Page 4: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/4.jpg)
Primary Positioning
![Page 5: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/5.jpg)
Primary Positioning
![Page 6: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/6.jpg)
Primary Positioning
![Page 7: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/7.jpg)
Primary Positioning
![Page 8: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/8.jpg)
Secondary Positioning
![Page 9: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/9.jpg)
Secondary Positioning
![Page 10: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/10.jpg)
Financials at a glance
• Performance – In-Memory Database (IMDB) provides fast processing and quick dynamic updates to data
• Account Roll Ups - Ability to cater for ranges of accounts, arithmetic, wildcards as well as exclusions
• Multi-currency - Integrated multi-currency support that uses exchange rates held within Sage ERP X3, caters for Ledger and Source entries
• Ease of Use - A single Financial Report that can be used to create all financial layouts i.e. Income Statement, Balance Sheet, Cash Flow, Trial Balance, Analysis
![Page 11: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/11.jpg)
Financial at a glance …
• Scalable - Out the box financial report caters for multiple years, companies, sites, budgets, all 9 dimensions, multiple charts of account and ledgers
• Support for Pyramids - Dimensional Reporting Trees allow you to model Sage ERP X3 pyramids to support powerful dimensional filtering (all 9 dimensions)
• Drill down - Simple right click drill down from within Excel to GL account balances and GL transactions
• Flexibility - 100% native use of Excel allows you to be in control of how your reports are formatted, presented and graphed (supports Excel 2013)
![Page 12: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/12.jpg)
Sage Intelligence
Demonstration
![Page 13: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/13.jpg)
Free Learning Aids
• Solution supports up to Sage ERP X3 V7.1 patch 5 ** MS-SQL only **
• Ships with a fully functional 30 day FREE trial which can be downloaded from www.sageintelligence.com
• All collateral on Sage Intelligence BI Community (User guide, install guide, data dictionary, release notes http://www.sageintelligencecommunity.com/
• Monthly live webcasts and recorded webcasts available on demand
• Supported by YouTube learning channel “How to video series” shows you step by step how to create financial reports
![Page 14: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/14.jpg)
Training
• Online training available at Sage Intelligence Academy
• 50% discount for Sage Intelligence online training valid until 30 April
2015
![Page 15: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/15.jpg)
Questions
?
![Page 16: Sage Intelligence Reporting Flexible Excel based reporting for Sage ERP X3 Stephen Coull, Sales Director at Sage Alchemex.](https://reader033.fdocuments.net/reader033/viewer/2022051401/56649e245503460f94b12696/html5/thumbnails/16.jpg)
Thank you!