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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, it’s easy to create a quick health check of your business data. Financial and operational dashboards provide insight into what’s going on in your business.
Understanding your options around the Report Designer.
Customizing your reports is one of the main features of Sage Intelligence. Learn how to get comfortable with using the right method; the Layout Generator or the Task Pane. A layout created using the Layout Generator will allow you to re-use the layout at a later stage. Or use the Task Pane for full flexibility in customizing your report. Using a combination of both the Layout Generator and the Task Pane will save you time, by allowing you to quickly replicate the report again.
Tailor your financial reports with these great features.
The Financial Report Designer has many great features to keep your reports interactive and updated. Use the Missing Accounts feature to identify any missing accounts, and Reporting Trees which allow you to filter your reports by configurable account rules. In this playlist, you will learn how you can use account ranges, mathematical functions and wildcards to report on relevant accounts only.
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.
Gearing up with Sally
You have a handle on your numbers, now it’s time to get creative.
In the first 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.
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