Sage Intelligence Reporting

Flexible Excelbased reporting forSage ERP X3

Stephen Coull, Sales Director at Sage Alchemex

Agenda

• Sage Intelligence Overview

• Positioning

• Demonstration

• Learning and Enablement

• Q & A

In summary..

Consolidates datafrom any ODBC-compliant

database

Out-of-the-box valuePredefined reports.

Easy to useFamiliar interface of Excel.

Eliminates “spreadsheet chaos”Controlled and secure environment

Saves time and moneyAutomates report preparation

Flexible reportingCustomize and manipulate reports

Improves CollaborationAutomated report distribution

Primary Positioning

Primary Positioning

Primary Positioning

Primary Positioning

Secondary Positioning

Secondary Positioning

Financials at a glance

• Performance – In-Memory Database (IMDB) provides fast processing and quick dynamic updates to data

• Account Roll Ups - Ability to cater for ranges of accounts, arithmetic, wildcards as well as exclusions

• Multi-currency - Integrated multi-currency support that uses exchange rates held within Sage ERP X3, caters for Ledger and Source entries

• Ease of Use - A single Financial Report that can be used to create all financial layouts i.e. Income Statement, Balance Sheet, Cash Flow, Trial Balance, Analysis

Financial at a glance …

• Scalable - Out the box financial report caters for multiple years, companies, sites, budgets, all 9 dimensions, multiple charts of account and ledgers

• Support for Pyramids - Dimensional Reporting Trees allow you to model Sage ERP X3 pyramids to support powerful dimensional filtering (all 9 dimensions)

• Drill down - Simple right click drill down from within Excel to GL account balances and GL transactions

• Flexibility - 100% native use of Excel allows you to be in control of how your reports are formatted, presented and graphed (supports Excel 2013)

Sage Intelligence

Demonstration

Free Learning Aids

• Solution supports up to Sage ERP X3 V7.1 patch 5 ** MS-SQL only **

• Ships with a fully functional 30 day FREE trial which can be downloaded from www.sageintelligence.com

• All collateral on Sage Intelligence BI Community (User guide, install guide, data dictionary, release notes http://www.sageintelligencecommunity.com/

• Monthly live webcasts and recorded webcasts available on demand

• Supported by YouTube learning channel “How to video series” shows you step by step how to create financial reports

Training

• Online training available at Sage Intelligence Academy

• 50% discount for Sage Intelligence online training valid until 30 April

2015

Questions

?

Thank you!