If you haven’t looked at the Report Designer for Sage Intelligence yet, you are missing out! Sage Intelligence replaces the Financial Reporter of earlier Sage versions and offers a lot more functionality! The Report Designer is the Intelligence add-in for Excel that interfaces with the General Ledger. This is a fabulous tool that helps you design Financial Reports quickly and easily, especially using the Layout Generator. The drag and drop interface provides default layouts that let you pick and choose the features and data you want on your report. It also includes the ability to email reports, have multiple reports within a single excel file and (with the connector license) allows consolidated financials for multiple databases.
To check if you have access to the Report Designer, go to Intelligence Reporting / License Manager. This will let you know if you have access to this module. If you don’t see the License Manager, you will need to check with your administrator to verify your access to Sage Intelligence and the Report Designer.
Open the Report Manager and locate the Designer folder. These are reports created using the Report Designer that come with your Sage program. You can use them as they are, or you can copy them and make modifications to them. The report called Financial Report Designer is a clean template that is available as a starting point for designing your own reports. Below are some activities, that will show the capabilities of Report Designer. Go through them, have some fun, and let us know if you have any questions!
These activities are designed to illustrate the capabilities of the Report Designer and expose the user to as many of the features as possible. Explore the options as you go along – and try new things! Your reports are limited only by your imagination…
The report is now ready to be run again and will be generated with the exact layout and format that you finished it in the last step.
CONGRATULATIONS! You have just created a financial report.
For a video tutorial on creating financial reports with SI Report Designer, please click here.
If you need assistance with any of these steps, please give us a call at 866.436.3530 or email firstname.lastname@example.org