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What’s New?

Are you thinking of moving to a later version of Sage Intelligence Reporting? This playlist will help you discover exactly what’s changed since the previous release.

Enhance your Financial Reports using the Report Designer.

Have you come to grips with the Report Designer? If your answer is yes, you’re now ready to take your reports to the next level. You can do this in many ways, and to give you a few ideas, we’ve created this awesome playlist!

Convert your FR reports to the Report Designer in Intelligence Reporting

If you have FR reports that you love and want to continue using, you have the option to convert them into Intelligence Reporting enabled reports using the powerful functionality of the Report Designer. In this playlist, we guide you through a step-by-step conversion process.

Wanting to Consolidate your information into one report? Be it operational or financial data, we have it covered. 

Report on your operational or financial data for multiple companies in one report. Yes it is possible and in this playlist we will show you the steps needed to consolidate reports.

Get to grips with the fundamentals of the Connector Module

This amazing tool in Intelligence Reporting provides you with everything you need to create your own Data Containers. By understanding the fundamentals of the Connector Module you will be able to design reports to meet your requirements. This playlist will give you an in-depth understanding of how the Connector Module works and the best way to take advantage of its features.

Lets take an in-depth look at the Connector Module

See how to customise your Data Containers to make your reporting user friendly and address your unique requirements. This playlist will explore features of the Connector Module for example how to use and set up Pass Through Variables and SQL Joins, which are just a few of the key functions you will learn.

Power BI and Sage Intelligence

If you’re looking to take your Sage Intelligence reports and make them mobile, then you’ve come to the right place. Here, you’ll learn how to set up your Sage Intelligence reports to pull the data you need into Power BI. Then, using a One Drive account, you can save this report and schedule updates using the Distribution tool in Sage Intelligence. By using Power BI, you can create a free user account where you can locate that report on the One Drive, and create your dashboard in Power BI. This enables you to then sign in to Power BI on your mobile devices and view the dashboards while you’re out of the office.

X-Factor Series for Report Writers

If you’re looking to move towards creating reports for a living, or to just take your business reports to new heights, this is the playlist for you. In this series, which will be continuously updated, you will find everything you need to know in creating intuitive, effective and efficiently run reports, which answer the business questions you need to answer. You will be given examples of what Sage Intelligence can offer you or your client when drafting the reports.

Getting ahead with Sally!

Welcome to the third instalment of the popular learning channel, the Sage Intelligence Sally Series. This time around, Sally is going to focus on designing reports from scratch using the Sage Intelligence Connector module. As she creates a dashboard combining her Accounts Payable and Accounts Receivable in a single view, you’ll discover how to define the specific data you want for your reports—making this series slightly more advanced than the previous two.