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Sage Intelligence Reporting - Life After FRx

10/5/2012

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Soon after Microsoft announced a retirement date for FRx, Sage began extensive research to find a replacement reporting solution which was later identified as Sage Intelligence Reporting -  an Excel-based reporting and analysis tool.  

But Sage Intelligence is so much more than just a financial reporter or FRx replacement. It’s a comprehensive business intelligence reporting platform that looks across your entire Sage ERP system - like Sage 100, Sage 300, and Sage 500 - combining data across multiple companies, modules, and databases to provide a complete view of your business.  Let’s take a closer look.

A More Intelligence Reporting Tool

With pre-formatted reports and built-in pivot tables, you’ll be up and running quickly using the power and familiarity of Microsoft Excel to expand reports, analyze data and perform detailed what-if analysis.  Plus, Sage Intelligence allows you to modify existing report templates, create totally new reports, and save your settings & preferences, which eliminates the need to update formulas and multiple Excel spreadsheets each time you run a report.

By pulling data directly from any Sage ERP module, Sage Intelligence can combine accounting, operations, CRM, HR, Payroll, and much more into a single report.  This is an important distinction from FRx which only looks at data from your General Ledger.  Plus, Sage Intelligence automatically recognizes the fiscal periods, chart of accounts, and detailed transactions from your Sage ERP software.

Sage Intelligence also connects to external ODBC databases or third-party software applications which will help consolidate volumes of raw data across your entire company into a single reporting platform. This will save a tremendous amount of time and the potential inaccuracies of manually extracting data and cobbling together reports from a variety of sources and systems across your company.


What About FRx?

Microsoft continues to support FRx through December of 2012.  While both FRx and Sage Intelligence offer some of the same basic features, there are several advantages Sage Intelligence offers including: 

  • Reports are built directly in Excel. FRx requires multiple steps including an export to Excel.
  • Reports across all modules.  FRx looks only at the General Ledger.
  • Multi-company and Multi-database consolidations.  FRx performs only multi-company.

Sage Intelligence is available for Sage MAS 500 beginning with version 7.3.  Each customer will receive four free Report Manager licenses which allow you to create new reports, set security and permissions, and edit/clone the standard report templates. Additional modules and licenses are available depending on whether you need to connect to more than one database or have multiple users that need to design or schedule reports.

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