Beginner Learning
‘How to’ videos and tutorials
Let’s get started with the fundamentals
This playlist covers the basic functions of Intelligence Reporting. Learn how to run reports into Excel, customise to your needs and then simply save them for future use.
(7 videos)
Sage Intelligence Overview
This quick video highlights Sage Intelligence and a few of its powerful features.
Sage intelligence Demonstration
This is a short demonstration of Sage Intelligence and the modules and features available for reporting. See how Sage Intelligence can enhance your financial and non-financial reporting.
Standard Reports
Sage Intelligence comes with many, pre-built reports that are standard with each Sage accounting system. Financial reports, sales reports, vendor purchasing and inventory reports cover all your basic needs for reporting. You can edit these standard reports or use them as is. See what each report entails.
Run, Copy and Rename a Report
Let’s start with the basics. This video is a great start to learn the fundamental Report Manager features. Learn how to manage your reports by running, copying and renaming them.
Add a New Folder and Report
Getting started with Sage Intelligence means adding a new folder and report. See how easy it is do both.
Saving your report template back to the Report Manager
To better manage your reports Sage Intelligence enables you to save your reports to Report Manager rather than having many different report versions spread across your servers or user’s files. This video explains how to save your report templates to Report Manager so that everyone can view the same version of truth.
Understanding the Ribbon Feature in All Modules
Sage Intelligence provides a consistent and complete Ribbon in all its modules to help you with your report editing and creation. See how each of the available buttons are used.
Mastering the Fundamentals to Take Your Reports to the Next Level
Now that you are feeling comfortable with running and saving reports, let’s work on mastering the fundamentals. Learn how to customise your reports to suit your needs and enhance the information placed into the Excel.
(3 videos)
Learn how to master the fundamentals of
Sage Intelligence
For Sage 100, this webcast video covers a wide range of features for Sage Intelligence giving you an overall lesson for the product.
Identify and Add
Missing Accounts
If you added new accounts to your Sage system and want them to appear in your existing Sage Intelligence reports, this video explains how to find and add those accounts.
Learn useful Excel tips and tricks for
better business reports
This webcast video covers several tips such as how to prepare your source data, pivot tables, pivot charts and powerview among others.
Starting Out With Sally
As a business owner, getting a handle on your business’s finances doesn’t mean you have to become an accountant. But you do need to know what the numbers mean and where they come from. Join Sally, an entrepreneur who’s used Sage Intelligence Reporting to come to grips with her numbers, as she guides you through practical ways to improve your financial reporting skills.
(5 videos)
Finding your Feet
This video begins the Sally Series of videos explaining financial reports and how to use Sage Intelligence along with how to create financials and editing the standard financial reports.
The Cash Flow Statement
This video is the last video in the Starting with Sally video series where we explain the Cash Flow Statement and how to create and edit in Sage Intelligence.
The Balance Sheet
The balance sheet reports a company’s assets, liabilities, and shareholder equity at a specific point in time. This video describes the Balance Sheet and how to use the Balance Sheet layouts in Sage Intelligence standard reports. In addition we show you how to generate an existing Balance Sheet layout using the Layout Generator.
The Income Statement
This video explains the basics of the Income Statement and how to view the Income Statement layout using the Layout Generator. We also show you layouts in the Standard report within Sage Intelligence.
Taking your report further
This Sally Series is part of our second level and will cover how PivotTables within Dashboards work in Excel using Sage Intelligence Reporting. It recaps the 3 financial statements and provides additional information on how to use features in Report Manager as well as additional information on working with the Report Designer.
Intermediate Learning
‘How to’ videos and tutorials
Working with Sage Intelligence
You have a few options when it comes to sharing reports. A great idea is to automate the running of certain reports, and then it’s important to understand which format to send them in. These are some of the tools that are covered in this playlist. By using the additional reports provided to you by Sage Intelligence, its easy to create a quick health check of your business data. Financial and operational dashboards provide insight into whats going on in your business.
(6 videos)
Distributing reports
The Sage Intelligence distribution feature is a powerful way to communicate your data with your company. Whether you choose to send reports through emails, send them to a file or through an FTP site the employees who need to see your report data can receive them. Watch this video to see the flexibility and power from Sage Intelligence report distribution.
Scheduling reports
Sending a report to an email, to a file or to an FTP site in Sage Intelligence is fundamental. This video explains the process for how to set up a schedule. Using Microsoft Task Manager and Sage Intelligence Report Manager you have the power and flexibility from both strong applications to schedule the sending of your reports.
Exporting and Importing
This video is a must watch to learn how you can export and import Sage Intelligence reports from and to Report Manager. Exporting and importing reports also enables your sub-report properties window to be visible.
Preserve formulas
Watch how you can allow the report user to view the formulas when the report has been distributed using Sage Intelligence.
Report Utility Overview
Watch this quick overview of the Sage Intelligence Report Utility and it’s use.
Sage Intelligence Report Utility
In addition to the out of box reports, Sage intelligence includes a report utility that gives you the option of downloading even more industry specific reports with a few clicks.
Sage Intelligence Financial Report Designer, also know as Add-In or Task Pane and Layout Generator
Take control of your financial reporting needs with the Financial Report Designer explored in this playlist. This tool will enable you to create the financial reports you want, with the information you need. Using the Task Pane or Layout Generator, or even both, you gain the flexibility to create custom reports that show you exactly what you want to see. And with the Report Designer’s in-memory technology, you’re able to make your report dynamic—allowing other users to change the Parameters to further analyze the information you have provided.
(8 videos)
Designing a report using
the Task Pane
When using the Financial Report Designer the Task Pane makes it easy to create a financial report from scratch or edit an existing financial report. See how flexible and powerful the Financial Report Designer can be for you.
Creating Reports Using
Account Types
This video explains how to select an account type when creating a report.
Report Designer
Account Ranges
This video explains how to combine your GL accounts in a single row using Account Ranges within the Report Designer Task Pane (also known as the Add-in) using addition, subtraction and wildcards.
Creating Custom Layouts Using the Report Designer Task Pane
This webcast explains, in detail, how to use the Report Designer to create a financial layout using the Task Pane.
Create a Current Period and YTD Income Statement Layout
This video shows you show to create a current period and YTD Income statement layout using the Report Designer Task Pane (also known as the Add-In).
Creating a report using the
Layout Generator
The Layout Generator is an easy method for creating and editing financial reports within the Sage Intelligence Financial Report Designer. If you are a novice Excel user or just prefer to point and click then using the Layout Generator is the choice for you to create/edit your financial reports. Check out how easy it is use.
Layout Generator – Create your
own Row Set
The Layout Generator is an easy method to create and edit report layouts within the Sage Intelligence Report Designer. This video highlights the feature by which you can create your own Row Set. Row sets enable you to create your list of accounts the way you choose to view them in your financial report. Watch how easy it is to create a Row Set using the Layout Generator.
Creating a Management Pack Using
the Layout Generator
This webcast details the process for how to create a set of reports called a management pack using the Layout Generator within the Report Designer.
Gearing Up With Sally
You have a handle on your numbers, now it’s time to get creative. In the Beginner Sally series, you were interactively led through the basic financial reporting capabilities of Sage Intelligence Reporting. This second installment covers new topics and kicks it up a gear, as Sally guides you towards painting a more revealing picture of your data. You learn this using the features of the Financial Report Designer and creative reporting techniques that include Pivot Tables, Pivot Charts and dashboards.
(5 videos)
Personalized layouts with the Layout Generator
Taking the Layout Generator further this video provides additional information focusing on report creation using main points on the Report Designer, Pivot Tables reports and dashboards.
Step up your custom layout design skills with the Task Pane
This video shows how to use the features of the Task Pane in the Report Designer to create a report and financial dashboard.
Get a Holistic View of your Financials as a Dashboard
This video explains using a Cash Flow to create a financial dashboard.
Gain Control of Your Data with Pivot Table Reports
This video explains the report creation capabilities of using Pivot Tables within the standard reports in Sage Intelligence. We explain how Pivot Tables work as well as how to create Pivot Tables.
Charting Your Way to
Success
This video includes many additional options for report creation such as filters and other tabs within the properties window, creating pivot tables and charts for dashboards, and calculated fields among other useful information on how to use Sage Intelligence.
Advanced Learning
‘How to’ videos and tutorials
Taking Reporting to a More Advanced Level
Have you come to grips with the Report Designer? If your answer is yes, you’re now ready to take your reports to the next level. You can do this in many ways, and to give you a few ideas, we’ve created this awesome playlist!
(7 videos)
Carmen’s Favourite
Excel tips
In this webcast video Carmen will take you through several, useful tips for Excel such as Data Validation, VLookUp, Charts, Slicers, IFERROR, Hide Rows/Columns and more.
Discover How to Use Pivot Tables to Create Insightful Dashboards
This webcast details how to create Pivot Tables to build dashboard reports using Sage Intelligence.
Sage Intelligence Report Writing Methodology
The following video highlights the best practices when developing Sage intelligence reports.
Taking Full Advantage of the Reporting Trees Functionality
This webcasts details the basics of reporting trees, sharing reporting trees along with different ways to filter with report trees in Excel and selecting a reporting tree at runtime.
Adding Macros to Your Layouts
Watch Carmen as she creates macros that can be added to your layouts using the Financial Report Designer.
Reporting on Tables with Optional Fields
If you use optional fields within your Sage accounting system this webcast explains how you can identify the table and the field then filtering the table within the Sage Intelligence table and finally displaying the field.
Using Sage Intelligence and Power BI
Watch how you can use Microsoft’s Power BI with Sage Intelligence for more insightful reporting.
Consolidating data for reporting
Report on your operational or financial data for multiple companies in one report. Yes it is possible and in this playlist we will show you the steps needed to consolidate reports
(3 videos)
Working with Consolidation Connections
This video contains more advanced information about using Sage Intelligence and explains how to use the Connector module to create consolidated connections. These connections enable users to create reports that consolidate data from different companies. We review the 3 ways you can use these consolidated connections.
Discover How to Create a Consolidation Connection
In this webcast Carmen takes you through the detailed process for creating a consolidation connection using the Sage Intelligence Connector. Also included is how to consolidate databases in different locations.
Aggregation or Consolidation Reports
This webcast explains the difference between Aggregation and Consolidation of data within Sage Intelligence for reports. The process for aggregating and consolidating data in report is reviewed in detail.
Getting Ahead with Sally
Welcome to the third installment of the popular learning channel, the Sage Intelligence Sally Series. This time around, Sally is going to focus on designing reports from scratch using the Sage Intelligence Connector module. As she creates a dashboard combining her Accounts Payable and Accounts Receivable in a single view, you’ll discover how to define the specific data you want for your reports—making this series slightly more advanced than the previous two.
(5 videos)
Connecting with the Connector
Taking Sage Intelligence to an advanced level this video explains using the Connector to connect Sage Intelligence with other data sources.
The Graphical Join Tool
Using the more advanced module of Sage Intelligence, the Connector, you can define your own data sets using the Graphical Join tool. This video helps you understand how to use it.
Setting it up with SQL
As we continue using the Sage Intelligence Connector this video explains how to create containers using SQ Join and SQL Query types.
Custom Expressions
This video continues with describing how to add fields, or expressions, to your container as a dataset.
Visualizing the result
To pull it all together, this video explains how to create a union report and use features from the 4 previous Sally Series videos to finally complete our dashboard report.