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Sharing your reports – what are your options?

You have a few options when it comes to sharing reports. A great idea is to automate the running of certain reports, and then it’s important to understand which format to send them in. These are some of the tools that are covered in this playlist. 

What are the benefits of using dashboards to get a better understanding of your information?

By using the additional reports provided to you by Sage Intelligence, its easy to create a quick health check of your business data. Financial and operational dashboards provide insight into whats going on in your business.

The Intelligence Reporting Report Designer Add-in

Using the functionality of the Task Pane and Excel from Intelligence Reporting v. 2014 and above, you now have the ability to create complex reports from scratch with formulas that update when you change the parameters in the worksheet. This playlist introduces you to the first phase of the Report Designer Add-In prior to 2014. 

Sage Intelligence Reporting Financial Report Designer

Take control of your financial reporting needs with the Financial Report Designer explored in this playlist. This tool will enable you to create the financial reports you want, with the information you need. Using the Task Pane or Layout Generator, or even both, you gain the flexibility to create custom reports that show you exactly what you want to see. And with the Report Designer’s in-memory technology, you’re able to make your report dynamic—allowing other users to change the Parameters to further analyze the information you have provided. 

How to Create Financial Layouts in Excel

If you love the Task Pane and want to see just how easy it is to create financial layouts using the Report Designer, then this playlist is for you. Guiding you through the steps of using the List and Formulas functionality in the Task Pane, you’ll be up and running in creating your own financial layouts in no time. 

Gearing up with Sally

You have a handle on your numbers, now it’s time to get creative.

In the Beginner Sally series, you were interactively led through the basic financial reporting capabilities of Sage Intelligence Reporting.  This second installment covers new topics and kicks it up a gear, as Sally guides you towards painting a more revealing picture of your data.  You learn this using the features of the Financial Report Designer and creative reporting techniques that include Pivot Tables, Pivot Charts and dashboards.