Training Details

SIT - Sage Intelligence - Beginner & Intermediate - Virtual

Event MS Teams VILT 8 hours R2,890.00 ($218.11)

Beginner Course:

New to Sage Intelligence? If you are, this online course is designed to give you a comprehensive overview of Sage Intelligence and increase your understanding of Microsoft Excel’s business reporting features. You will learn the basic functions of the Report Manager module, including organizing reports, creating reports, saving formats, creating union reports and summarizing or grouping data in a Report.

Course Pre-requisites: 

A basic understanding of Microsoft Excel and Microsoft
Windows is required. 

What is covered?

  • How Sage Intelligence Reporting fulfils Business Intelligence needs
  • Overview and purpose of each module
  • Navigating within the Report Manager
  • Types of Sage Intelligence reports
  • Organizing your reports
  • Creating a standard report
  • Saving formatting changes in existing reports
  • Creating a report that includes data from multiple reports
  • Running multiple reports
  • Summarizing or grouping data in a report

Intermediate Course

Time to take your reporting to the next level? If you have completed the Beginners online course or have a basic working knowledge of the Report Manager and want to fully utilize its capabilities, this online course will take your reporting to the next level. You will learn how to create dashboards, protect your Microsoft Excel workbook, use add-ins, schedule a report, export and import reports, distribute reports and allow report templates to be accessed by multiple people. We will also share our best practice reporting guidelines with you. 

Course Pre-requisites:

  • A basic understanding of Microsoft Excel and Microsoft Windows
  • A basic working knowledge of the Sage Intelligence Report Manager
  • It is recommended you first attend the Sage Intelligence Beginners course

What is covered?

  • Understanding the Excel workbook created when running reports
  • Creating a single page dashboard view of your most important information
  • Protecting the Excel report from being edited
  • Hiding or discarding insignificant rows in a report template
  • Copying an Excel formula to new rows
  • Scheduling a report to run
  • Copying report templates to/from other Sage Intelligence users
  • Allowing report templates to be accessed by multiple users
  • Sending reports to others (Managing, Adding, Editing and automating Distribution)
  • Best Practices when using Sage Intelligence

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