Sage Intelligence Reporting Partner Training

Agenda 1. Sage Intelligence History 2. How to Talk About it and Sell it 3. Competitive Advantages 4. Modules and Functionality 5. How the Modules Work Together 6. Basic Elements of the Connector 7. Hands On Demonstration 8. The Online Community 9. New Report Designer Add-In!

Sage Intelligence History

How To Talk About Sage Intelligence

• Football, playoffs, kids

• BTW…what reports do you run? – Even though you know the answer

• Who needs what? How do you get it to them?

– Don’t want to sell you something you don’t need

• How long does it take? How happy is everyone? /

How To Sell It / Arrive at ROI • How much time do you spend…

– Exporting to Excel – Manual and repetitive cutting, pasting

• Could automation of these tasks… – Free up hours for key people in your business – Shift focus from preparation to analysis

• Calculate the hours saving in dollars – Hours saved X average cost per hour of person

• One good buying decision based on timely and accurate information, can translate into massive savings

http://na.sage.com/erp/~/media/site/erp/lp/SMI/index.html

Competitive Advantages

• Installs seamlessly • Single user license included • Consolidations of financial and non financial data • Access to all tables and all fields • Drill down functionality • All reports are delivered in Excel • Provides a suite of standard reports delivering

immediate value • Online training, community, knowledgebase,

forums, groups and learning services.

Modules and Functionality Icon Component Description

Report Manager (Workstation)

Author (design, create) and run reports

Report Viewer (Workstation)

Run reports including drill down – no editing

Report Designer (Site)

Graphical Interface that supports drag & drop creation of financial layouts

Connector (Site)

Consolidations, Connect to additional databases and tables

Analysis (Site)

OLAP Module that enables the creation of offline data cubes (large transactions)

How Sage Intelligence Works

Hands-On Agenda

1. Standard Reports 2. New Functionality Available Now 3. Creating and Understanding Containers 4. Building a Standard Report from Scratch 5. Importing and Exporting Reports

– Free templates on the Community 6. Excel Pivot Tables, Charts, and Slicers 7. The New Report Designer Add-In!

REPORT MANAGER

CONNECTOR

Basic Elements of the Connector

Connection

Which Company

Database?

Container

Which Tables?

Expression

What Data Fields?

Report

How do I want to Report?

(Information)

Customer Pitch

What is Business Intelligence?

• What happened in the past? • What is happening now? • What will happen in the future?

• Why did it happen?

• What do I want to happen?

Comparing the Current Options

Excel-Based Reporting Utilities

Crystal Reports

• Ability to design custom reports

• All standard module reports

• Ability to customize standard reports

Financial Reporter

• Allows for report design in Excel

• Allows for access to all G/L data with drilldown

• Part of the G/L module

Intelligence

• Allows for report design in Excel and data analysis

• Consolidations and reporting beyond G/L

• Multiple database reporting

• Data Analytic Cubes • Included in 5.6/6.0

Insight

• Enterprise-wide Excel reporting

• Complex budgeting • Consolidations and

reporting beyond G/L • Multiple database

reporting and data warehousing

• Sold separately

How Sage Intelligence Works

Next Steps 1. Get Your Report Manager Installed

– https://customers.sagenorthamerica.com/

2. Register on the Community – http://community.alchemex.com/group/sage300erpintelligence

3. Learn More – http://www.sageu.com/sage300erp

• Contact your local Business Partner