Michael McDonald CPA ~ Sage 100 Consulting
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Sage Intelligence - An overview of this reporting module

5/6/2016

 
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Sage offers Sage Intelligence Reporting in every Sage Maintenance Plan.  Here are the components included and what costs extra:
  • Sage Silver Plan: 1 user - Report Manager
  • Sage Gold Plan:  1 user - Report Manager (designer module)
  • Sage Platinum Plan:  3 users - Report Manager (designer module)

Sage Intelligence offers these modules:
  • Report Viewer:  allows you to run the relevant reports.  It comes with the basic filtering capabilities and drill-down functionality on existing reports.
  • Report Manager:  usually 1 user license is included with your active maintenance plan.  Report Manager allows you to author new reports (organizing, creating, and editing), and filter and aggregate data.  This tool also allows you to set permissions and security for reports.
  • Report Designer:  This Excel add-in allows you to easily create and edit financial statements using a graphical "drag and drop" interface, giving you full control of your financial reports.
  • Connector Module:  allows you to access and consolidate information from multiple sources.  This allows you to connect to more than one database at a time and enables you to do multi-company or multi-currency consolidations.
Sage offers a Fact Sheet on Sage Intelligence, which you can view below:

Sage also offers an overview of Sage Intelligence via a YouTube video, which you can view below:
To learn more, give us a call or you can access more information at Sage's website by clicking HERE.

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