Sage Intelligence Reporting - FAQs

Many of you recently made, or are planning to make, a transition from FRx to Sage Intelligence Reporting. So here’s a look at some Frequently-Asked Questions (FAQs) along with a quick review of recent changes to Sage Intelligence Reporting for Sage 100 ERP 2014. 

What Is Sage Intelligence Reporting?
It’s an Excel-based reporting tool that pulls data from across your entire Sage 100 ERP system (any module) into a single location so you can slice, dice, and analyze the numbers in a familiar spreadsheet environment. 

Do I Need to Build All New Reports?
No - in addition to an FRx conversion tool that will migrate your existing FRx reports, Sage 100 Intelligence Reporting also provides a nice set of pre-defined report templates that allow you to get up and running quickly without having to build new reports from scratch.

Resources:

Sage 100 Intelligence Standard Reports
FRx to Sage Intelligence Comparison

How Does it Compare to FRx?

If you’ve been using FRx a long time, there are similarities that you’ll feel comfortable with like the use of rows, columns, and reporting trees in Sage 100 Intelligence Reporting.  One point of distinction is that FRx only pulls financial data from your general ledger. However, Sage Intelligence looks across your entire system and can also access inventory, sales, customer data, and so much more. And because Sage Intelligence works in Excel, you also have the advantage of crunching and analyzing numbers using Excel-based features like charts, graphs, and pivot tables.

What’s New in Sage Intelligence for Sage 100 ERP Version 2014?

Intelligence Reporting now installs automatically during the Sage 100 ERP 2014 workstation upgrade. In prior versions, Sage Intelligence Reporting required a separate installation. In addition, Intelligence Reporting is now listed in the Module Menus toolbar and Tasks tab in Sage 100 ERP 2014 making it easier to access.

Also introduced with the 2014 release was a new Profitability Dashboard for Sage 100 Intelligence Reporting that makes it easy to identify profitability of customers and products as well as your top-performing salespeople. Stunning charts and graphs provide visual queues to help you make informed decisions. 

Can I Test Drive Sage Intelligence?
Yes - customers on a current business care plan receive one full Report Manager User License (free) to get started and test Sage Intelligence Reporting using your own live data. 

Where Can I See and Learn More?
Your best bet is to contact us for guidance, discuss your specific reporting needs, and to get you started with the free user license. But if you want to kick the tires a bit more, head over to the Sage 100 Intelligence Online Community where you’ll find instructional videos, recorded webcasts, user guides, a discussion forum, and a wealth of other helpful resources to set you in the right direction.

 
©2013 Juice Marketing, LLC.http://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder