Sage Intelligence Training

Sage Intelligence Beginner

Course Overview:

New to Sage Intelligence ? This course is designed for you if you are new to Sage Intelligence Reporting and have a basic understanding of Excel. You will get a comprehensive overview of Sage Intelligence and learn the basic functions of the Report Manager module, including organizing reports, how to create reports, how to save formatting changes, how to create union reports, and how to summarize or group data in a Report.

Availability
  • 31 May 2021
  • 16 July 2021
  • 3 August 2021

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Sage Intelligence Intermediate

Course Overview:

Time to take your reporting to the next level? This course is designed for you if you have a basic working knowledge of the Report Manager and want to fully utilize its capabilities. You will learn how to create dashboards, protect your Excel workbook, use add-Ins, schedule a report, export and import reports, distribute reports and allow report templates to be accessed by multiple people. We will also share our best practice reporting guidelines with you.

Availability
  • 31 May 2021
  • 16 July 2021
  • 3 August 2021

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Sage Intelligence Advanced

Course Overview

Ready to start consolidating data and customizing reports? This course is designed for you if you are familiar with the Report Manager, have a basic understanding of databases and would like to be able to fully customize the way data is being extracted from data sources. You will learn how to create connectivity to a data source, create containers for multiple tables, customize data fields, use variables as fields and connect to multiple companies. We will also share our best practice guidelines for efficient and flexible reporting.

Availability
  • 2 June 2021
  • 20 July 2021
  • 5 August 2021

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Sage Intelligence Financial Report Design

Course Overview:

Sage Intelligence is a Microsoft Excel based reporting tool that pulls data from Sage 300 and delivers it in an Excel format that is easy to understand and manipulate, putting you in control of the design of your reports. Learn about your Sage 300 Intelligence Reporting tool. We recommend that you also attend the Sage Intelligence Beginner and Intermediate courses, preferably before you do this course. It is important to note that the Advanced course is only suitable if you are going to be working with the Connector module. Also take note that this course is applicable to Sage 300 2016 Intelligence Reporting or earlier. Includes Sage 300 (Accpac), Pastel & Evolution,

Availability
  • 1 June 2021
  • 19 July 2021
  • 4 August 2021

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