--- title: Sage 300 ERP Intelligence Reporting FAQs description: FAQ's on transition from the older Financial Reporter (FR) over to the new Sage Intelligence Reporting in Sage 300 ERP (Accpac). image: https://www.equationtech.us/hubfs/Man-With-Question.png --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Sage 300 ERP Intelligence Reporting FAQs ![technology blog](https://www.equationtech.us/hubfs/Man-With-Question.png) **twitter **linkedin **facebook The popularity of business intelligence (BI) reporting has been on the rise - and for good reason. The graphs, charts, and number-crunching power that BI tools provide help you get the upper hand on all that data stored in your ERP system so you can make “intelligent” business decisions. **Sage Intelligence Reporting ** **Answers to Your Frequently-Asked Questions (FAQs)s![FAQs](https://www.equationtech.us/hs-fs/hubfs/Man-With-Question.png?width=125&name=Man-With-Question.png "FAQs") ** Many of you have already made, or are planning to make, a transition from the older **Financial Reporter (FR)** over to the new **Sage Intelligence Reporting (SI)** in Sage 300 ERP (Accpac). So here’s a look at some of the frequently-asked questions about Sage Intelligence.  **What Is Sage Intelligence Reporting?** It’s an Excel-based reporting tool that pulls data from across your entire Sage 300 ERP   system (any module) into a single location so you can slice, dice, and analyze the numbers in familiar spreadsheet environment. **Resource:** [Sage 300 Intelligence Brochure](https://www.equationtech.us/hubfs/Sage300ERP2014IntelligenceSpecSheet201403.pdf) **How does it compare to FR?** When it comes to financial reporting, Sage Intelligence is comparable to Financial Reporter (FR) in functionality. But as the name suggests, FR is designed primarily for financial reporting on numbers in your GL. Sage Intelligence, however, looks across your entire system so you can run Excel-based graphical reports on sales, inventory, customers, non-financial data, and so much more. **Do I Need to Build All New Reports?** **No** - Sage 300 ERP Intelligence Reporting comes with a number of ready-to-use reports for finance, inventory, products, customers, sales, and more. You can use the standard reports ‘as is’ to get up and running quickly for immediate insight into your business. Or customize these pre-built templates to your liking. **Resource:** [Sage 300 Standard Reports](https://www.equationtech.us/hubfs/Sage300ERPStandardReports201403.pdf) **Can I Convert My Existing FR Reports?** While FR report specifications are not natively   compatible with Sage Intelligence, a guide is available that walks you through the process of converting FR specs into Sage Intelligence Financial Report layouts. **Resource:** [FR to Sage Intelligence Conversion](https://www.equationtech.us/hubfs/docs/Sage300ERPFinancialReporter-to-Sage-Intelligence-Conversion-Guide.pdf?__hssc=212099403.2.1433275296401&__hstc=212099403.9a101e77928aa2c040294da817471390.1406822914323.1433268737856.1433275296401.417&hsCtaTracking=ca9b8fff-4949-45a4-8d6e-906dff57d34a%7Ca5672e6b-8117-4357-bbbe-81e45db37ae5) **Does Sage Intelligence Work with   Microsoft® Excel® 2003?** **No** - Sage Intelligence only works with Excel 2007 or higher because it uses embedded XML files, the Excel ribbon, and other functionality that’s not supported in version 2003. **Where Can I Learn More?** If you want to do some digging around and get to know [Sage Intelligence](https://www.equationtech.us/sage-accpac/reporting/sage-accpac-intelligence) a little better, head over to the **Sage 300 Intelligence Online Community** where you’ll find instructional videos, recorded webcasts, user guides, a discussion forum, and a wealth of helpful resources to set you in the right direction. [Sage 300 Intelligence Online Community](http://www.sageintelligencecommunity.com/group/sage300erpintelligence) Of course, if you'd like to know more about Sage Intelligence and how it can help your organization, [contact Equation Technologies](https://www.equationtech.us/contact) today.   ©2015 Juice Marketing, LLC. http://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder. ### Related Articles ##### [In-Depth Comparative Analysis: Crystal Reports vs Sage Intelligence](https://www.equationtech.us/sage-accpac-blog/in-depth-comparative-analysis-crystal-reports-vs-sage-intelligence) In the era where data is king and [49% of those surveyed are saying analytics helps them make better...](https://www.deloitte.com/content/dam/assets-shared/legacy/docs/analysis/2022/dttl-analytics-analytics-advantage-report.pdf) ##### [Introducing Sage Data & Analytics](https://www.equationtech.us/sage-accpac-blog/introducing-sage-data-analytics) Through a strategic partnership with Zap Data, Sage recently announced the launch of **Sage Data &...** ##### [4 Key Benefits of Sage Enterprise Intelligence](https://www.equationtech.us/sage-accpac-blog/4-key-benefits-of-sage-enterprise-intelligence) **SAGE ENTERPRISE INTELLIGENCE** 4 Important Benefits To Note With all of the data going into your... ## Need Help Now? 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