So many users of Sage products ask us what options are available to them for Consolidated Financial Reporting. Whether you have an existing set of reports that you would like to convert and improve, like FRX for MAS90/200/500 or Financial Reporter for Accpac, etc. or if you just want to have a set of reports matching your wild imagination, this video should give you an idea of what is possible using Sage Business Intelligence.
Intelligence
Inventory of Solutions found in the Intelligence Store are as per groups below:
(Click to download copy)
………….find these solutions @
The Intelligence Store was built in response to our customers requiring immediate access to reports.
It may have exactly what you need: http://theintelligencestore.com/
There are different rules for the licensing required across Sage platforms for permitting the import of reports and the following rules apply to each platform:
All the reports in the IntelligenceStore are used with Sage Intelligence which is the reporting product of choice, shipped with all the Sage Accounting platforms listed in the IntelligenceStore. After purchasing a report from the IntelligenceStore, you simply import the report into Sage Intelligence and begin using it.
Sage Intelligence reports generate into an Excel template and MS Excel is therefore a prerequisite to using Sage Intelligence. For all the reports in the IntelligenceStore, except where otherwise noted, Excel 2007 or higher is required.
Another tool that does no harm when using Sage Intelligence is good Excel skills. These are not a prerequisite for using reports in the IntelligenceStore but with good Excel skills you can easily improve reports that you download.
Below is a step-by-step procedure for importing a report into Sage Intelligence:
Due to SMI producing financial statements at the lowest level of detail by default i.e. GL account level versus an aggregated level, customers with large numbers of GL accounts can sometimes experience slower report running and statement generation times. This is solved by aggregating the data to a higher level before the data arriving in Excel, resulting in enhanced performance.
After you have downloaded these reports, take a walk though the IntelligenceStore for more solutions for download.
The reports as described below can be downloaded and imported in MAS:
Download Aggregated Financial Report
Download Aggregated Financial Report Designer
Download Aggregated Financial Report MAS500
Download Aggregated Financial Report Designer MAS500
These aggregated reports are designed to cater for large volumes of financial accounts by rolling up account balances to a maximum of 2 account number segments – 1 and 2. Segments 3 and onwards will not be pulled into this report.
The Aggregated Financial Reports container Join can be changed to use a different segment. By default it uses the Natural (Main) account plus Segment 2. To change it to use Segment 3 rather make the change as shown below to the Container SQL:-
Aggregated Financials
An example of the performance enhancement to be expected is illustrated below:
Financial Report
Report Designer
