Sage Intelligence Reporting Flexible Business Reporting

Transcription

1 Software Training Consulting Sage Intelligence Reporting Flexible Business Reporting

2 Reporting Solutions Giving you information at the click of a button. Key Features Real-time reporting, no static reports Data is current at report run-time Enhance productivity and presentation-readiness with ready-to-use report templates that are easily adaptable for your custom needs Save time and money by automating financial, payroll, customer, sales, inventory and production reports Access transaction details with powerful drill-down capabilities from the Excel reports Get graphical representation of information for a complete snapshot overview of your business Perform powerful consolidations across multiple companies or divisions No need to setup data connections within Microsoft Excel Customize your own reports outside of the standard set available Rapidly design your own Financial Reports with minimal effort using the powerful Report Designer Automate monthly managerial report distribution No more manual manipulation of data in Microsoft Excel. Save yourself time. Save yourself money. Sage Intelligence Reporting gives your business the competitive edge by enabling quick and easy access to real-time information needed for operations and strategic planning. Effortlessly create reports and analyze data from consolidated sources, utilising the familiar Microsoft Excel application. Take it one step further and combine your data from disparate databases within your office environment. Improve the productivity of your financial staff, enhance report presentation and streamline report preparation. With Sage Intelligence Reporting, you can spend more time focusing on information analysis and interpretation and less time pulling the data together. Why should you chose Sage Intelligence? Smart and Simple More straightforward to use than other complex reporting tools available on the market, Sage Intelligence Reporting sets itself apart as an intelligent step forward for users who may only be using a spreadsheet program for their current reporting needs. Sage Intelligence Reporting increases your productivity by eliminating manual report preparation, repetitive data extracts and complex back-end data joins. It provides up-to-date, accurate and presentation-quality reports for informed decision-making, at the click of a button. A Familiar Interface Sage Intelligence Reporting software utilizes the Microsoft Excel interface leveraging your current knowledge of Excel to ensure your reporting needs are quickly fulfilled. Automated financial, payroll and other decision-support reports are delivered in Microsoft Excel upon request, pulling real-time data directly from your system. Not familiar with how to use Excel? Not to worry! With Sage Intelligence Reporting you don t simply buy a product, you get access to product and Excel training, material, Tips and Tricks and support mechanisms to get you up and running quickly. Start Reporting Immediately With out-the-box and easy-to-use report templates to choose from as part of the product for many software's, Sage Intelligence Reporting allows you to be up and running with intuitive reporting functionality in a matter of minutes. If needed, custom-tweaking of the template reports is a simple and straightforward process that can be handled by any Excel user. On Demand Reporting Sage Intelligence Reporting is a completely customisable Excel Based Reporting pack. With a myriad of tools included for data proliferation, taking multiple sheets from a single workbook and auto- ing them to different employees based on criteria has never been so easy.

3 Basic Dashboard Sage Intelligence Reporting Modules Report Manager The Report Manager allows you to author new reports, organize, create and edit existing reports as well as filter and aggregate report data without the need for specialized training or knowledge. This tool also allows you to set permissions and security for reports. Report Viewer This tool provides you with basic editing capabilities (filtering and changing of parameters) and drill-down functionality on existing reports/templates. You can provide Report Viewer licenses to staff members who do not need to create new reports and only need run-time access. Drag-and-drop Financial Report Designer Connector Module The connector module further simplifies day-to-day operational tasks by giving you access to information from multiple disparate ODBC compliant databases. Chose to write your own SQL, select specific tables, create join procedures or simply use our own Graphical Join Tool to connect tables within your databases. This module allows you to consolidate your databases or companies and connect them all together when you create your reports. Financial Report Designer This powerful designer tool allows users to build advanced financial report layouts in Excel via a simple, intuitive drag and drop designer interface, applicable to financial reports only for select install bases. Ships with pre-built layouts to get you started, often for segmented reporting and automated distribution. Management Pack Menu Options Pre-built Report Templates Sage Intelligence Reporting ships with a powerful set of standard reports and templates* such as Financial Reports (Balance Sheets and Income or P&L Statements), Sales, Inventory and Purchasing Reports. Explore your data interactively with the included Management Dashboard which draws information from multiple sources into an easy to understand, unified display. The dashboard view quickly highlights key areas that need to be drilled into for further analysis, enabling quick and informed decision making. Security Module Enables flexible control of access to databases, report folders, reports and reporting functions. Ensures that access to important or sensitive reports is securely controlled. *Standard Report Templates for certain products only

4 Join the chat Training All of our training is offered 100% online at the Sage Intelligence Academy. Training is offered from a very basic level where turning on computers is a struggle, to the most advanced and up-to-date techniques that teach you to write your own reports. For more information, visit our training page at training/alchemex-academy/ Customized training courses are also tailored for companies who do not wish to use our online Academy and prefer face-to-face delivery. Alchemex_Australia Support Alchemex offers product related support queries, template upgrades and training support as part of the mandatory maintenance with the product. Our support desk can be contacted at support@alchemex.com.au Alternatively, please visit our website and select the Support Tickets link. Key Resources Sage Intelligence Community Sage Intelligence Academy Free 30 day Trial Join over subscribers and join our weekly Excel on Steroids Tips & Tricks or Sage Intelligence s. excel-tips-tricks sage-intelligence-tips-tricks Consulting Alchemex has a network of experienced report writers all around the country. If you know what you need but don t have the time to do it, we can give you a fixed quote to get your template created. Maintenance of the templates is easy, requiring only the most basic of Microsoft Excel skills in most cases. For quotes or more information, please consulting@alchemex.com.au. Alternatively, please visit The Sage Intelligence Community With over 3500 of the best report writers worldwide, the Sage Intelligence Community is an information hub. If you are stuck or are having any problems, visit the community to find the answer. The content is monitored and updated daily, so register to post your questions. Remember, its not the name of the product that matters, as it is all still the same core software. Visit it today at

5 The solution that Alchemex provided Archer, streamlined a process that use to take 10 manpower hours, into as little as 15mins. Full credit to Chris and his Alchemex team, specifically Allison, who was able to take our concept and turn it into a user-friendly reality. Fantastic job. Daniel James, Archer Solutions Pty Ltd For a no obligation, free 30 day trial, please visit Alchemex Pty Ltd Phone: (+61) sales@alchemex.com.au Address: Suite 35, 41 Rawson Street, Epping, NSW, 2121, Australia Website: