If you're not using Sage Intelligence yet…then you should be! It's fast, easy to use, and is included in your Sage 300 licence package…oh…and it's the future of reporting in Sage 300.
And just in case you needed one more reason or if you are already using it then I wanted to tell you where you can find 39 Sage Intelligence reports to download…for free. :)
What you're going to want to do first is download the Report Utility.
It detects your Sage 300 install and allows you to select the reports you would like and automatically imports these reports into a “New Reports” folder in your Sage Intelligence Report Manager module. Then enjoy!
You can even go back every few months to see any new reports that have been added.
Currently there are reports in the following categories: Cash Management, Dashboard, Financial, Inventory, Power View, Project & Job Costing, Sales and Vendor.
But before you get started, you'll want to note that these reports will require the underlying modules be installed. e.g Project & Job Costing to run the PJC reports. As well, Excel 2013 or greater is recommended for most reports with two of the reports requiring Excel 2016. Lastly, the majority of the reports are some form of Pivot Table so they can be easily modified to provide other information as well…so don't hesitate to ask us!