New features give you more control over financial reporting

Sage Intelligence Report LayoutIn particular, functionality of the Report Designer Layout Generator was combined with the Report Designer Add-in, providing powerful new options for creating financial reports customized to your needs. Let’s take a look.

New Financial Report Designer

As mentioned, the new Financial Report Designer merges functionality of two previously separate components of Sage Intelligence Reporting. The result is more options and flexibility in creating new reports and layouts customized to your specific needs.

In addition, the interface of the report designer has been totally redesigned and modernized making it easier to use and navigate. Plus, the redesign boasts more than just good looks – a vast improvement in performance through powerful In-Memory Technology makes your reports faster and more responsive than ever.

More Options, More Control

The new Financial Report Designer gives you two methods to create financial reports depending on how comfortable you are using basic and advanced functions of Microsoft Excel. For those that aren’t “experts” in Excel, the Layout Generator is an easy-to-use option that automates the design and generation of quick and simple financial report layouts. Essentially, you start with a pre-built standard layout and then use the Manage Layouts option to modify and customize the settings.

More advanced Excel “gurus” will probably leverage the power and flexibility of the new Task Pane (previously known as the Report Designer Add-in) which greatly enhances the reporting   experience. Through Excel, you can access data from the Sage 100 General Ledger and then simply drag in data lists, formulas, or reporting trees from the Task Pane on the right hand side of the Excel window – your report layout will update results instantaneously.

Other Notable Changes and Enhancements

A collection of other enhancements were added to Intelligence Reporting in Sage 100 ERP 2015 including a new Missing Accounts feature which helps you quickly and easily detect accounts that are missing from your reports. In addition, you have more flexibility for recipients of your reports by sending along the calculated formulas so they can see how the results were derived and what parameters can be made to give them the results they are looking for.

Want to Learn More?

Go to the Sage Intelligence YouTube Channel for a series of video demonstrations.


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