Sage 100 ERP Intelligence Reporting Getting Started Guide
Sage 100 ERP IntelligenceReportingGetting Started Guide
Table of ContentsIntroduction . 1Who Should Read This Guide? . 1About Sage Intelligence Reporting . 1How Sage Intelligence Reporting Works . 2Overview of the Modules . 3Getting Help While You Work. 7Report Manager . 8Overview . 8Connector. 16About the Connector . 16Accessing Commands . 19Using Shortcut Keys. 21About Connections . 22About Containers . 24About Expressions . 26Report Designer . 29About the Report Designer . 29Choosing the Most Suitable Way to Design Reports . 31About The Report Designer Task Pane . 32Reporting Trees . 33Security Manager . 36Distribution . 37Resources . 38Sage 100 ERP 2015 (Updated 2020) Intelligence Reporting – Getting Started GuidePage 2 of 40
IntroductionWho Should Read This Guide?This guide is designed to help you become familiar with the Sage Intelligence Reporting modules andtheir functions and is written for the novice Sage Intelligence Reporting user.For more information, please refer to the Getting Help topic.About Sage Intelligence ReportingSage Intelligence is a reporting tool that pulls data from Sage accounting, ERP and payroll solutions orany other ODBC compliant database and delivers it in a Microsoft Excel format that is easy tounderstand and customize, putting you in control of the design of your reports. Sage Intelligence isdesigned to help you efficiently manage finances, customers, and sales, and ultimately make informedbusiness decisions.Benefits of using Sage Intelligence Reporting Time Savings: Reduce redundancy, save time and money, and ultimately increase productivity withautomated business reporting. Flexible Reporting: Present and meaningfully analyze data in the familiar environment of Excel andimprove insight into your business. Improved Access to Information: Give more people access to information they need and pave theway for true collaboration and better decision-making across your business. Rapid Return on Investment: Deploy Sage ERP Intelligence seamlessly, and obtain immediatevalue. Maximized Investment: Get more than a business intelligence solution. Sage provides you withworld-class resources and the support you need to give your business a competitive edge.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 1 of 40
Sage Intelligence software is a new generation product, designed from the ground up with the needs ofSmall, Medium and Micro Enterprises in mind, for example: It specifically addresses serious challenges around financial reporting – which is prevalentworldwide – like departmental reporting, GL segmentation, project reporting.It caters well for consolidated reporting from multiple sources.The product components are structured to cater for a basic user up to the more advanced.Standard pre-designed reports are available straight out of the box which you can quickly customizeto get exactly the information your business needs to see.How Sage Intelligence Reporting WorksSage Intelligence transforms the data that is collected and organized by Sage 100 ERP into useful,easy-to-understand information In Microsoft Excel that you can use to improve visibility into yourbusiness and help you make informed business decisions.The Connector module maintains the connectivity to Sage 100 ERP, allowing the Report Managermodule to access the data you need to create new reports, run or edit existing reports, as well as filterand aggregate data. The Report Designer module works from within Microsoft Excel and allows you tocustomize your financial report layouts, even allowing you to report on multiple departments orcompanies instantly. Still working in Excel, reports can also be easily configured to be distributed to afile, ftp site or email in a number of standard formats.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 2 of 40
Overview of the ModulesThere are six modules of Sage Intelligence Reporting: Report Manager, Report Viewer, Report Designer,Connector, Security Manager and License Manager.Report ManagerThe Report Manager provides an interface to create, run and modify reports. Reports can be groupedinto folders, and properties of reports can be reviewed and edited as necessary.** Note: It is recommended to change the name of the report. This image displays the name of the SalesDetail copied report as “Copy of Sales Detail” for educational purposes, indicating that the report iscopied.Report ViewerThe Report Viewer provides an interface to run the reports directly.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 3 of 40
Report DesignerThe Report Designer consists of the Layout Generator which allows you to fast track the building ofpowerful financial reports with an easy-to-use, drag-and-drop interface to allow for flexible financialreporting with multi-level groupings according to your unique business needs.The Report Designer Task Pane presents an alternative to the Layout Generator to empower users totake control of all design aspects of their reporting layouts within Microsoft Excel.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 4 of 40
ConnectorThe Connector maintains the connectivity between Sage Intelligence Reporting and the data sources.Security ManagerThe Security Manager controls the accessibility of Sage Intelligence Reporting reports by the varioususers.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 5 of 40
License ManagerThe License Manager maintains the licenses installed for Sage Intelligence Reporting.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 6 of 40
Getting Help While You Work To get context sensitive help while working, press the F1 key. From within the Report Manager or Connector, on the Help tab, click View Help. From within the Report Designer Layout Generator, click the Help icon.The Help File allows you to view a table of contents for topics covering all the modules, as well as searchfor specific topics of interest.If you're unable to find what you're looking for, try our resources page or so that we can ensure our helpfile covers everything you expect to find.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 7 of 40
Report ManagerOverviewAbout the Report ManagerThe Report Manager allows you to create new reports or edit existing reports, as well as filter andaggregate data.The following key functionality is supported in the Report Manager. Auto connection to your ERP database. Comes with a set of standard reports for Financial Reports, Dashboards, Sales, and GL. You can create your own reports on existing containers. You can import reports from other sources or that may have been specially developed. You can copy standard reports and change them to suite your needs. You can use the Dynamic Drill Down functionality in any report. You can create run-time versions of your reports and run them as viewers from your desktop. You can create your own filters and parameters to control what data is extracted at the time ofrunning a report. You can schedule reports to run at set times and choose your report output i.e. email; save to HTMLfor intranet/internet distribution or automatically save to a file server location.The Report Manager Interface includes a ribbon to simplify its use.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 8 of 40
To use the functions of the Report Manager Interface you will first need to select an object (i.e. a folderor report) in the object window. When you have selected an object in the object window, you can editthe properties by using the property fields provided in the properties window. To save any changes youmake to the properties of your chosen object, you must click the Apply button.You can also double-click on an object to expand or collapse the objects. The Report Manager Objecthierarchy uses the following method to open and collapse levels.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 9 of 40
Accessing CommandsUsing the RibbonThere are additional tabs which will give you access to more options. For example, in the Tools tab,options are available to export and import reports as well as run all the reports in a folder. From the Helptab, you can open the help file, connect to the online academy or the knowledge base.The Report Manager Ribbon options are as follows:IconNameDescriptionCopyCopies the selected object to the clipboardMove ToMoves a connection or a containerPastePastes an object from the clipboard into the selected objectAdd FolderAdds a folderAdd ReportAdds a new reportRenameAllows the selected object to be renamedDeleteEnables the user to delete their selectionRefreshRefreshes on screen properties of the selected objectRunRuns a reportDesignAllows the user to design a report by opening its template inMicrosoft Excel for modificationSave Excel TemplateEnables the user to create a template for the current report froman open Microsoft Excel workbookCreate ReportShortcutAutomatically creates a shortcut to a reportLock/UnlockLocks or unlocks the current reportSage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 10 of 40
IconNameDescriptionRun SampleRuns a report using just a sample of the data (sample size isspecified by the user). Useful when designing and testingreports that are data intensiveCheck/TestUse this to check that a report satisfies minimum requirementsto function correctly. Minimum requirements are that at leastone Column is selected and that if a template has beenassigned to the report then that the template existsHistoryDisplays a Reports Run HistoryImport ReportEnables the import of reports previously exported from otherSage Intelligence Reporting systemsExport ReportEnables the export of reports for import to other SageIntelligence Reporting systemsOutput ModeAllows the output of a report to be sent to the screen instead ofExcel for debugging purposesToggle HiddenReportsAllows hidden reports to be viewedGenerate SchedulerCommandGenerates the command to run the report unattendedBulk Import/UpdateAllows the bulk import of new reports or updating reportsRun All ReportsRuns all the reports in the chosen folder from top to bottomClean Pivot FieldsOpens template and removes all currently unused pivot fieldpivot itemsClear Report HistoryPermanently deletes the instance history for the reportSystem VariablesDisplays the system variables availableUnlock MicrosoftExcelIt is possible that if a report runs into rendering problemsMicrosoft Excel can be left locked. This will unlock MicrosoftExcel and allow user interactionHelpLaunches the Help FilesWebsiteLaunches the Sage 100 ERP websiteOnline AcademyLaunches the Online AcademyKnowledge BaseLaunches the Knowledge BaseAboutLaunches the About window which allows you to view theproduct versions, licensing details and enabled featuresSage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 11 of 40
Using the Shortcut menuDepending on your current selection in the object menu and your accounting system, the right-clickoptions shown will differ.Using Shortcut KeysYou can use various shortcut keys as follows:Shortcut KeyDescriptionCTRL-RIn the Report Manager, this runs the selected reportCTRL-CCopies the selected objectCTRL-VPaste an object from the clipboardDELDeletes the selected objectF1Opens the help file in a new windowF2Renames the selected objectF5Refreshes the object listF12Adds a child object to the selected objectSage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 12 of 40
Report PropertiesThe report type (Standard, Dataless, Sub query or Union) determines which standard tabs are availablein the selected properties window. A typical properties window of Standard report types has, besides theproperties tab, also a tab for each report output property, namely Columns, Filters, Parameters, SortFields, and Aggregate Filters.When selecting a report, tabs appear on the right of the screen. These tabs allow you to modify thereport’s display output.Properties can be defined for a standard report which allows filtering and sorting of the report, amongstother options, to further customize the reports for the specific requirements needed. For example, filterscan be used to limit the number of records that are exported, and parameters can be used to prompt theuser for additional information at run-time, such as a date range.The property tabs can be accessed by first selecting the relevant report and then selecting the relevantreport tab on the right:ColumnsColumns list the fields you selected when you created the report. You can add, remove or change theorder of the fields.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 13 of 40
FiltersFilters are used to limit the number of records in the report. There is no interaction with filters at reportruntime. You can add, remove or change the order of the filters.ParametersAdding parameters allows you to refine or limit the rows of data that will be displayed in the report basedon selections you make when running the report.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 14 of 40
Sort FieldsDisplays the report records in a specified sequence. You can have multiple sort fields but then you mustensure the order of the sort fields are correct, for example, you can first sort according to name and thenID within similar name records.Aggregate FiltersEnables the use of comparison values such as Equal To, Greater Than, Less Than and many others,when setting up filters on the report.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 15 of 40
ConnectorAbout the ConnectorThe Connector maintains the connectivity between Sage Intelligence Reporting and Sage 100 ERP. Italso allows you to make connections to any other ODBC-compliant data sources allowing you to deliverExcel reports from any ODBC compliant data source.The Connector adds additional tools for skilled users and/or consultants. The following key functionalityis supported. Reporting from multiple data sources by enabling connection paths to all ODBC-compliant datasources; a few examples: Microsoft SQL Microsoft Access Microsoft Excel Sage CRM Other CRM sources Easy creation of advanced, professional dashboards that display data from multiple sources invisual graphs, charts and Sparklines. Re-use existing data containers or create your own containers incorporating user defined fields. Targeted reports built by using advanced filtering, sorting, lookups and joins to determine specificdata output. Extreme flexibility in building data source combinations down to the field level. Take advantage of advanced query language syntax to do complex data interrogation or enableadvanced data source combinations without SQL skills. Take advantage of stored procedures or views that have been created in the source database. Security-based control of connections and data.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 16 of 40
The Connector contains connections to the ERP accounting database/s. Inside the connection arecontainers which are the tables, joins or stored procedures in the database/s, and inside the containersare the expressions which are the fields in the tables, joins or stored procedures.You are able to select objects using your mouse from the object window in order to either view theobjects' properties or perform a task with the object. For example, you are able to select an object in theobject window and rename the object just as you’d rename a file in Windows Explorer.The properties window on the right displays the properties of whichever object is selected on the left inthe object window.To maintain or view the fields, first select the relevant object (Enterprise. Connection, Container orExpression) on the object window. All properties windows have editable and read-only fields to setupand display various configurations, except the Enterprise object (has only read-only display fields and isnot able to be edited). All selected objects also have a Show Advanced option to display more options,with the exception of Enterprise and the expressions.To save any changes you make to the properties of your selected object, click the Apply button.The Connector also includes a ribbon to simplify the use of the Sage Intelligence Reporting softwarefunctionality.Sage 100 ERP 2015 Intelligence Reporting – Getting Started GuidePage 17 of 40
The following diagram explains the hierarchy of how the various object levels fit together. Each levelbelow is opened by either double-clicking on the level above it or, with the focus on the upper level; rightclick and select Open to open the level below it. To collapse a level, double-click on the level above it.Referential IntegrityTo protect structural relationships, the principle of Referential Integrity is applied to prevent the deletionof the following: Connection - if there are any containers linked to it that are used in reports as could be seen in theReport Manager module. Container - if there are any reports linked to it in the Report Manager module. Right-click on anycontainer and select Show Dependencies to see if there are any Report Manager
Sage 100 ERP 2015 Intelligence Reporting – Getting Started Guide Page 7 of 40 Getting Help While You Work To get context sensitive help while working, press the F1 key. From within the Report Manager or Connector, on the Help tab, click View Help. From within the Report Designer Layout Generator, click the Help icon. The Help File allows you to view a table of contents for topics .
ERP MAS 90, Sage ERP MAS 200, and Sage ERP MAS 200 SQL. This manual also contains information and troubleshooting tips on the configuration of the various operating systems and environments in which the Sage ERP MAS software is supported. The instructions contain detailed technical information on the configuration ofFile Size: 1MB
convert them to Sage Intelligence Financial Report Designer layouts. The rest of this section lists some resources where you can find additional information on both Sage 300 ERP and Sage Intelligence Reporting. A list of requirements for converting specs is also provided. In Section 2, some Sage Intelligence features are discussed.
Sage 100 ERP 2014 Prerelease guide–December 5, 2013 Page 4 of 25 1.1 Overview Sage 100 ERP 2014 (formerly Sage ERP MAS 90 and 200) is the foundation for connecting your business to provide a better customer experience, increase revenue, and make better business decisions. Sage 100 ERP
Sage 300 Intelligence Reporting - Getting Started Guide Page 4 of 43 How Sage Intelligence Reporting Works Sage Intelligence transforms the data that is collected and organized by Sage Accounting into useful, easy-to-understand information in Microsoft Excel that you can use to improve . Auto connection to your ERP database. .
Integrate Sage CRM with Sage 300 Use Sage CRM features that are added during integration How to Use this Guide The first five chapters of this guide are for Sage CRM implementers. Chapter 6, "Using Sage CRM with Sage 300," is for Sage CRM users. We assume that implementers: Have experience implementing and troubleshooting Sage CRM
This guide is designed to help you become familiar with the Sage 300 ERP 2014 Intelligence Reporting modules and their functions and is written for the novice Intelligence Reporting user. For more information, please refer to the Getting Help topic. About Sage Intelligence Reporting Intellige
Sage 300 ERP version 6.3 (2016) There is no separate version of P/P for the different above-listed versions of Sage 300 ERP. Supported Sage 300 Editions Production Planning (P/P) supports all Sage 300 editions. This would include: 1. Enterprise Edition (500) 2. Corporate Edition (200)
Do customers need to purchase both Sage Intelligence Reporting and Sage Enterprise Intelligence for a complete business intelligence (BI) solution? No. Customers may select the more appropriate solution to meet their requirements and budget. Refer to the comparison matrix provided below to identify your best option for Sage X3: Sage .
