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Let’s get started with the fundamentals
This playlist covers the basic functions of Intelligence Reporting. Learn how to run reports into Excel, customise to your needs and then save them for future use. In addition, see how to organize your reports in folders.
Mastering the fundamentals to take your reports to the next level
Now that you are feeling comfortable with running and saving reports, let’s work on mastering the fundamentals. Learn how to customise your reports to suit your needs and enhance the information placed into the Excel. Via report properties apply filters and use system variables to help retrieve only the data you want to view.
Starting out with Sally
As a business owner, getting a handle on your business’s finances doesn’t mean you have to become an accountant. But you do need to know what the numbers mean and where they come from. Join Sally, an entrepreneur who’s used Sage Intelligence Reporting to come to grips with her numbers, as she guides you through practical ways to improve your financial reporting skills.
New to Sage 300cloud 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 Sage 300cloud 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 Sage 300cloud report you need in the Financial Report folder? This playlist shows you how to create it quickly
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 sharing your Sage 300cloud customized reports with others, well 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.
If you’re interested in tweaking your Sage 300cloud 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.