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.
Can’t find the report you need in the Financial Report folder? This playlist shows you how to create it.
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.
Wanting to share your customized reports with others? Well you can, quickly and easily, with the 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.
If you’re interested in tweaking your reports to view more details, this playlist is for you!
You have the basics covered, and now it’s time to take your cloud reports to the next level. To give you an idea of the features provided for you to do this, as well as to inspire you and reveal what could be possible when customizing your reports, check out this playlist.
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