Sage 300 ERP Intelligence Reporting Getting Started Guide

Sage 300 Erp Intelligence Reporting Getting Started Guide-Free PDF

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Table of Contents,Introduction 1,Who Should Read This Guide 1. About Sage Intelligence Reporting 1,Benefits of using Sage Intelligence Reporting 2. How it Works 3,Overview of the Modules 3,Overview of Standard Report Structure 4. Getting Help While You Work 4,Report Manager 5,Overview 5. Report Manager Function 5,Report Manager Ribbon 6,Using Shortcut Keys 8.
Report Properties 9,Connector 10,Connector 10,The Connector Interface 11. Connector Ribbon 11,Using Shortcut Keys 13,Data Connection 14. Data Container 16,Data Expression 18,Report Designer 20. About the Report Designer 20, Choosing the Most Suitable Way to Design Reports 22. Overview of the Report Designer Task Pane 23,Reporting Trees 24.
What are Reporting Trees 24,Reporting Unit Structures 24. Parent Child Relationships 26,Security Manager 27,Distribution 28. Introduction,Who Should Read This Guide, This guide is designed to help you become familiar with the Sage 300 ERP 2014 Intelligence Reporting. modules and their functions and is written for the novice Intelligence Reporting user. For more information please refer to the Getting Help topic. About Sage Intelligence Reporting,Intelligent business reporting at your fingertips. Intelligence Reporting empowers you to quickly and easily obtain the information you need for improved. reporting across your entire business Based on the familiar Microsoft Excel application Sage Intelligence. Reporting lets you effortlessly create reports and analyze data improving your visibility into your organization. and helping you make informed business decisions, Sage 300 ERP 2014 gives you the competitive edge by providing business intelligence that is.
Easy to use due to a familiar Microsoft Excel interface and a powerful set of reports to get users up. and running immediately, Real time with up to date trusted data extracted directly from the source at the time the report is run. Sage 300 ERP 2014 Intelligence Reporting Getting Started Guide Page 1 of 30. Benefits of using Sage Intelligence Reporting, Sage Intelligence Reporting sets itself apart as an intelligent step forward for users who may only be using a. spreadsheet program for their current reporting needs Intelligence Reporting increases your productivity by. eliminating manual report preparation repetitive data extracts and complex back end data joins to provide. you with up to date accurate and presentation quality reports for informed decision making. Intelligence Reporting uses Microsoft Excel which means you can view analyze and distribute information. in a tool you already know and leverage its powerful functionality. Immediate ROI, Get up and running immediately with out the box financial and management reports. Save time and improve productivity through automated reports. Leverage existing Excel investment and skills in your business. Improved visibility, Extract up to the minute high level summaries and dynamically drill down to detailed ledger. transactions, Empower your staff with timely meaningful information and trend reports to improve collaboration.
Effortlessly consolidate data from multiple companies divisions and databases. Improved flexibility, Quickly identify and respond to trends using sophisticated customized dashboards. Efficiently view manipulate analyze and distribute reports in a familiar Excel format. Create in depth financial operations customer and vendor reports on the fly. Sage 300 ERP 2014 Intelligence Reporting Getting Started Guide Page 2 of 30. How it Works, Sage Intelligence Reporting offers advanced reporting software that can be used to create customized Excel. reports from any compliant data source enabling quick and easy access to real time information you need. for operations and strategic planning Effortlessly create reports and analyze data utilizing the familiar. Microsoft Excel application, Sage Intelligence software is a new generation BI product designed from the ground up with the needs of. SMMEs in mind for example, It specifically addresses serious challenges around financial reporting which is prevalent worldwide. like departmental reporting GL segmentation project reporting. It caters well for consolidated reporting from multiple sources. The product components are structured to cater for a basic user up to the more advanced. Overview of the Modules, Sage Intelligence Reporting can give users an open view of their data across several platforms and consists.
of user friendly modules, The Sage Intelligence Connector allows access to the information you need from multiple sources and. consolidation of data from multiple companies The Connector allows for consolidations and connectivity. to unlimited ODBC data sources includes a graphical join tool to simplify database queries. The Sage Intelligence License Manager manages licenses for each module Report Manager Connector. OLAP Manager Report Viewer and Report Designer, The Sage Intelligence Report Manager allows authoring of new reports from existing data containers as. well as editing of existing standard reports including filtering and aggregating of data It also supports. auto emailing of reports scheduling reports and publishing report output to HTML for intranet Internet. The Sage Intelligence OLAP Manager is an additional module that functions between the Sage. Intelligence Reporting Connector Module and the Sage Intelligence Reporting Report Manager module. The purpose of the OLAP Manager is to use an existing connection to a database provided by the Sage. Intelligence Reporting Connector to access data and create an offline cub file This cub file is then in. turn used by the Sage Intelligence Reporting Report Manager module to create reports and finally. Microsoft Excel is used to browse this cube data and create an output that can be linked to Sage. Intelligence Reporting and refreshed as and when required. The Sage Intelligence Report Viewer allows real time running of reports editing capabilities in Excel and. offers drill down functionality on existing reports and templates. The Sage Intelligence Report Designer expands upon the functionality of the Report Manager to provide. simplified drag and drop report creation capabilities allowing you to build impressive reports showing. critical business analytics that your management teams can use to enable insightful decision making at. every level, The Sage Intelligence Security Manager defines security for reports and users. Sage 300 ERP 2014 Intelligence Reporting Getting Started Guide Page 3 of 30. Overview of Standard Report Structure, The following components form the basis of simple reporting. A container which defines what data you are reporting from these are housed in the Connector. A report is linked to this container you can have more than 1 report per container and reports are. housed in the Report Manager a report defines what fields you want in the report and any filters or. parameters you would like to apply to the data at the time you run the report. An Excel workbook that is linked to a report which defines how you want the data displayed. Getting Help While You Work, To get help while working with Intelligence Reporting press the F1 key or.
From within the Report Manager or Connector on the Help tab click View Help. From within the Report Designer Layout Generator click the Help icon. Sage 300 ERP 2014 Intelligence Reporting Getting Started Guide Page 4 of 30. Report Manager,Report Manager Function, The Report Manager allows you to create new reports or edit existing reports as well as filter and aggregate. The following key functionality is supported in the Report Manager. Auto connection to your ERP database, Comes with a set of standard reports for Financial Reports Dashboards Sales and GL. You can create your own reports on existing containers. You can import reports from other sources or that may have been specially developed. You can copy standard reports and change them to suite your needs. You can use the Dynamic Drill Down functionality in any report. You can create run time versions of your reports and run them as viewers from your desktop. You can create your own filters and parameters to control what data is extracted at the time of running a. You can schedule reports to run at set times and choose your report output i e Email save to HTML. for intranet internet distribution or automatically save to a file server location. The Report Manager Interface includes a ribbon to simplify its use. Sage 300 ERP 2014 Intelligence Reporting Getting Started Guide Page 5 of 30. To use the functions of the Report Manager Interface you will first need to select an object i e a folder or. report in the object window When you have selected an object in the object window you can edit the. properties of your chosen object by using the property fields provided in the properties window To save. any changes you make to the properties of your chosen object you must click the Apply button. Report Manager Ribbon,The Report Manager Ribbon options are as follows. Icon Name Description,Copy Copies the selected object to the clipboard. Move To Moves a connection or a container, Pastes an object from the clipboard into the selected.
Add Folder Adds a folder,Add Report Adds a new report. Rename Allows the selected object to be renamed,Delete Enables the user to delete their selection. Refresh Refreshes on screen properties of the selected object. Run Runs a report,Allows the user to design a report by opening its. template in Microsoft Excel for modification, Enables the user to create a template for the current. Save Excel Template,report from an open Microsoft Excel workbook.
Lock Unlock Locks or unlocks the current report, Runs a report using just a sample of the data sample. Run Sample size is specified by the user Useful when designing. and testing reports that are data intensive,Use this to check that a report satisfies minimum. Check Test,requirements to function correctly Minimum. Sage 300 ERP 2014 Intelligence Reporting Getting Started Guide Page 6 of 30. Icon Name Description, requirements are that at least one Column is selected. and that if a template has been assigned to the report. then that the template exists,History Displays a Reports Run History.
Enables the import of reports previously exported from. Import Report,other Sage Intelligence Reporting systems. Enables the export of reports for import to other Sage. Export Report,Intelligence Reporting systems, Allows the output of a report to be sent to the screen. Output Mode,instead of Excel for debugging purposes. Toggle Hidden Reports Allows hidden reports to be viewed. Generate Scheduler, Generates the command to run the report unattended. Allows the bulk import of new reports or updating,Bulk Import Update.
Runs all the reports in the chosen folder from top to. Run All Reports,Opens template and removes all currently unused. Clean Pivot Fields,pivot field pivot items, Clear Report History Permanently deletes the instance history for the report. System Variables Displays the system variables available. It is possible that if a report runs into rendering. Unlock Microsoft Excel problems Microsoft Excel can be left locked This will. unlock Microsoft Excel and allow user interaction,Help Launches the Help Files. Website Launches the Sage 300 ERP website,Online Academy Launches the Online Academy. Knowledge Base Launches the Knowledge Base, Sage 300 ERP 2014 Intelligence Reporting Getting Started Guide Page 7 of 30.
Icon Name Description, Launches the About window which allows you to view. About the product versions licensing details and enabled. Using Shortcut Keys,You can use various shortcut keys as follows. Shortcut Key Description, CTRL R In the Report Manager this runs the selected report. CTRL C Copies the selected object,CTRL V Paste an object from the clipboard. DEL Deletes the selected object,F1 Opens the help file in a new window.
F2 Renames the selected object,F5 Refreshes the object list. F12 Adds a child object to the selected object, Sage 300 ERP 2014 Intelligence Reporting Getting Started Guide Page 8 of 30. Report Properties, The report type Standard Dataless Sub Query or Union determines which standard tabs are available in. the selected Properties window A typical Properties window of standard report types has besides the. Properties tab also a tab for each report output property namely Columns Filters Parameters Sort Fields. and Aggregate Filters, When selecting a report tabs appear on the right of the screen These tabs allow you to modify the report s. display output,Properties Tab, The Properties tab enables you to view and change general report details such as the report name and.
description,Columns Tab, The Columns window lists the columns that make up the Excel report. Sage 300 ERP 2014 Intelligence Reporting Getting Started Guide Page 9 of 30. The Connector maintains the connectivity between Sage Intelligence Reporting and your ERP accounting. or other data sources The Connector also allows an organization s System Administrator to configure the. metadata so as to empower the users to create their own reports. The Connector adds additional tools for skilled users and or consultants This powerful report writing. Sage 300 ERP 2014 Intelligence Reporting Getting Started Guide Page 1 of 30 Who Should Read This Guide This guide is designed to help you become familiar with the Sage 300 ERP 2014 Intelligence Reporting modules and their functions and is written for the novice Intelligence Reporting user

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