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.
(4 videos)
Report Designer Introduction
An introductory video on the features of the Sage intelligence Report Designer for Sage Pastel.
Layout Generator Overview
In this video, we show the powerful capabilities of the Layout generator.
Running the Report Designer
An In-depth view of the features of the Report designer for Sage intelligence for Pastel.
Account Ranges and Wildcards
See how to create account ranges and using wildcards for your new or existing Sage Intelligence reports. This feature enables you to create flexible views of your data using different ranges of account data.
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
Now that you are feeling comfortable with running and saving reports, let’s work on mastering the fundamentals. Learn how to customize your reports to suit your needs and enhance the information placed into the Excel.
(5 videos)
Layout Generator Row Sets
This video details how you can create and customize your rows as Rowsets for your reporting needs using the layout generator in Sage Intelligence.
Drill Downs
Did you know Sage Intelligence allows you to drill down into your data? This video highlights how you can drill into supporting data to help you make better business decisions.
Adding Missing Accounts
In this video we will show you how to find, then add new accounts that are missing from your Sage Intelligence Pastel reports.
Distributing Reports
You can automatically distribute reports via email, upload or publish using Sage intelligence. Watch this video for the details.
Bulk Import
Would you like to bulk Import your Sage intelligence reports? This video illustrates just how you can do this – it works for all desktop versions of Sage intelligence but in this example, we shall be using Sage Pastel.
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
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.