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Walt Goodfield/Mark Eddy

RKL eSolutions, LLC

February 11th 2015

Focused. On you.

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Mark EddyProduct Specialist – IntelligenceSage

Mark has been with SAGE for 5 years. Before moving to the Intelligence team, he was a manager for the Fixed Assets team in Herndon,Virginia.

About Our Presenters

Rachel RoselliCustomer Account ManagerRKL eSolutions

Rachel is your dedicated point-of-contact at RKL eSolutionsfor your Sage and complimentary software licenses.

What is Sage Intelligence?

• Excel-based reporting tool with access to

• All ERP modules and databases

• Multiple company databases

• Easy reporting and analysis through

familiar MS Excel

• Includes predefined financial and

operational reports with user-level security

• Report from all ERP modules and beyond!

Consolidates

datafrom any ODBC-

compliant database

Out-of-the-box

valuePredefined reports.

Easy to useFamiliar interface of Excel.

Eliminates “spreadsheet

chaos”Controlled and secure environment

Saves time and moneyAutomates report preparation

Flexible reportingCustomize and manipulate reports

Improves CollaborationAutomated report distribution

Distribution Settings

Manage Distribution Instructions

Select Instructions Send Now

How Sage Intelligence can meet

your needs

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Sage Intelligence Reporting

Sage Intelligence: Components

Component Description

Connector Connect to additional data bases

Report ManagerAuthor (modify and create) reports

Report DesignerBuild financial reports using Layout

Generator or Task Pane with drag and drop

Report Viewer View authored reports – no editing

License Manager Manages module licenses

Security Manager Defines security for reports/users

Standard Reports

Dashboard Analysis

Customer Sales

Inventory Status

Vendor Purchase

Financial and Consolidated Financial

Financial Trend Analysis

GL Transaction Details

Financial Designer and Consolidated

Financial Report Designer

Additional Resources

ERP-Specific Communities

http://www.sageintelligencecommunity.com/group/

Tips and Tricks Blog, updated weekly

http://www.sageintelligence.com/blog/sage-intelligence-tips-tricks/

Sage University

http://sageu.com/

You Tube Learning Channel

http://www.youtube.com/user/SageUERPLearning

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Let’s take a look at

Sage Intelligence

Reporting…

Sage Intelligence 11

Thank you!!

Contact Rachel for pricing, compatibility and consulting review for your business reporting needs.

Rroselli@rklesolutions.com717.735.9131