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Exciting news! Your Sage Intelligence has a fresh new look
We’ve made navigating Sage Intelligence simpler and faster than ever before.
Get up and running with Sage Intelligence
Before you start taking full advantage of Intelligence Reporting, it’s important that you go through this quick series to get you all set up! You’ll learn how to enable your Office 365 cloud-based apps, configure your OneDrive account, upload your data from Sage 50cloud, and start using Sage Intelligence. This playlist will also help you discover how to add new Intelligence Reporting users, as well as granting or removing access rights to certain users.
New to Sage Intelligence? Learn how reporting can help you
Do you want to have a better understanding of how your company/customers are doing? This playlist will equip you with the necessary skills you need to run out the ready-to-use reports and get a better understanding of your business, helping you discover how Sage Intelligence can help you make better business decisions.
Add that personalized touch to your reports, by customizing your report with your company / clients details
The ready-to-use reports that come shipped with your Sage Intelligence solution are great to use and get the information you need from your business. However, you may want to tweak them slightly by adding a logo, changing the report header to include the company name, or whatever else you want to do to personalize the report for your company/customer. This playlist shows you how to tackle this task.
Can’t find the report you need in the Financial Report folder? This playlist shows you how to create it using the Quick Create feature.
If you’re looking for a report with a specific column and row set-up, and can’t find it in the financial report folder, you can create it yourself using the Quick Create report function. Here you can use already-defined columns and rows to create the report you want, quickly and easily. What’s more is that you can then edit that report to further meet your requirements and then save the column and row set-up to reuse the next time you Quick Create a report.
Want to share your customised reports with others? You can do this easily with Export Report function
You’ve customized your reports to provide further value to your company / customer, but how do you share them with your colleagues/ customers so that they can run the report out themselves? This is done by exporting the report into a .repdef file format. Watch this playlist to discover how to do this.
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