Answers To Your Frequently-Asked Questions (FAQs)
Many of you recently made, or are planning to make, a transition from FRx to Sage Intelligence Reporting. So here’s a look at some Frequently-Asked Questions (FAQs) from our customers, along with a quick review of recent changes to Sage Intelligence Reporting.
What Is Sage Intelligence Reporting?
It’s an Excel-based reporting tool that pulls data from across your entire Sage 100, Sage 300, Sage 500, or Sage X3 system (any module) into a single location so you can slice, dice, and analyze the numbers in a familiar spreadsheet environment.
How Does it Compare to FRx?
If you’ve been using FRx a long time, there are similarities that you’ll feel comfortable with like the use of rows, columns, and reporting trees in Sage Intelligence Reporting.
One point of distinction is that FRx only pulls financial data from your general ledger. However, Sage Intelligence looks across your entire system and can also access inventory, sales, customer data, and so much more.
And because Sage Intelligence works in Excel, you also have the advantage of crunching and analyzing the numbers using Excel-based features like charts, graphs, and pivot tables.
One point of distinction is that FRx only pulls financial data from your general ledger. However, Sage Intelligence looks across your entire system and can also access inventory, sales, customer data, and so much more.
And because Sage Intelligence works in Excel, you also have the advantage of crunching and analyzing the numbers using Excel-based features like charts, graphs, and pivot tables.
Do I Need to Build All New Reports?
For Sage 100 customers, Sage Intelligence Reporting now installs automatically during the Sage 100 workstation upgrade. In prior versions (all Sage products), Sage Intelligence Reporting required a separate installation. In addition, Intelligence Reporting is now listed in the Module Menus toolbar and Tasks tab in Sage 100 2014 making it easier to access.
Also introduced in Sage 100 2014 was the release of a new Profitability Dashboard, which makes it easy to identify profitability of customers and products as well as your top-performing salespeople. Stunning charts and graphs provide visual queues to help you make informed decisions.
Also introduced in Sage 100 2014 was the release of a new Profitability Dashboard, which makes it easy to identify profitability of customers and products as well as your top-performing salespeople. Stunning charts and graphs provide visual queues to help you make informed decisions.
No - in addition to an FRx conversion tool that will migrate your existing FRx reports, Sage Intelligence Reporting also provides a nice set of predefined report templates that allow you to get up and running quickly without having to build new reports from scratch.
Can I Test Drive Sage Intelligence?
Yes - customers on a current business care plan receive one full Report Manager User License (free) to get started and test Sage Intelligence Reporting using your own live data.
Where Can I See and Learn More?
Your best bet is to contact an authorized Sage Partner for guidance, discuss your specific reporting needs, and to get you started with the free user license.
But if you want to kick the tires a bit more, head over to the Sage Intelligence Online Community where you’ll find instructional videos, recorded webcasts, user guides, a discussion forum, and a wealth of other helpful resources to set you in the right direction.
But if you want to kick the tires a bit more, head over to the Sage Intelligence Online Community where you’ll find instructional videos, recorded webcasts, user guides, a discussion forum, and a wealth of other helpful resources to set you in the right direction.
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