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Gregory Dyer

Build your on Sage 50 Intelligence Reports

Posted By

Sage Intelligence is a Microsoft® Excel® based reporting tool that connects to your Sage 50 company data and pulls it into a familiar Excel format that is easy to understand and manipulate, putting you in control of the design of your reports. Intelligence Reporting lets you effortlessly create reports and analyze data, helping you make informed business decisions.

This learning package provides you comprehensive Sage Intelligence training, from installation and activation tasks, to creating your own report layout from scratch.

In this course, you will learn how to:

  • Activate Intelligence Reporting and manage user licenses
  • Control user access to Intelligence reports
  • Create customized report templates
  • Design your own financial report layout using the powerful Financial Report Designer
  • Create new data sources and access multiple Sage 50 databases simultaneously with the optional Connector

Check out the Anytime Learning package for you and everyone in your company on Sage University. Good for a year and easy for you to refer back to at any time!

Just search 50US Intelligence Reporting once logged into Sage University.

  • Ok, I'm relatively new to Sage 50. I modified a standard Income Statement report (with Designer) to add departments, and exported it to Excel to add some other calculations (Gross Profit Percent, Cost per Direct Labor Hour, etc.). How do I save it to run later for other periods, i.e., other parameters? Can I use Intelligence Reporting(IR)? Is it possible? (I thought I'd just open it in IR, but the modified report doesn't show up there to open). I've tried watching IR How To videos, but they are like drinking from a fire hose!
    Thanks,
    Dave
  • in reply to JDaveB
    If you are having trouble grasping Sage Intelligence, we are a Sage 50 Solution Provider certified in Sage Intelligence. We develop custom reports for customers.

    Let me know if that is a route you would like to explore.
  • in reply to JDaveB
    Hi Dave,

    First in Report Manager you need to make a copy of the standard Income Statement by selecting it, right clicking and using copy and paste. Then run your report from the copied version, make your changes in Excel and then go back to Report Manager, highlight your report and use "Save Excel Template" to save your changes.

    I hope this helps!

    Tim
  • in reply to compbiz
    Yeah Tim, it seems as simple as it should be. Ill test it tomorrow. OR, can I test it on a Test Drive Demo download? I could do that tonight!

    Thanks,
    Dave B.

*Community Hub is the new name for Sage City