SAGE 300 Business Intelligence (formerly ACCPAC)

Intelligence Reporting

With Sage 300 ERP Intelligence Reporting (formerly Sage ERP Accpac), you have the ability to rapidly and simply get the data needed for better operations and reporting across your whole business. Analyze Sage 300 ERP data effectively using Microsoft Excel’s well-known interface. Create real-time, automated, and preformatted reports with ease that contain current, precise, and insightful data. With intelligence reporting, you can focus more on analysis and interpretation while spending less time putting the data together.

Enhance report presentation, increase financial staff productivity, and streamline report production. Utilize the adaptability of the license and module elements of Intelligence Reporting to create a reporting solution that performs as you like.

Report Manager

You may organize, create, and update new reports via the report manager, as well as filter and aggregate data. You may also adjust security and permissions for reports using this tool.

Report Viewer

With the help of this tool, you may do simple editing operations on pre-existing reports and templates, such as filtering and modifying parameter values. If a staff member doesn’t need to write new reports, you can provide them licenses for Report Viewer.

Report Designer

Take complete control of your financial report design layouts and simplify the Excel-based financial report design process. Excel formulas that can be dragged and dropped can be used to simplify and improve financial reporting. Establish reporting groups and reporting trees to create the most flexibility in controlling how your accounts rollup and to give you a variety of perspectives on your organization.

Connector Module

Use the Connector module to get data from many sources and combine data from various organizations to streamline the daily operational responsibilities of your financial managers. Consolidations and connecting to an endless number of ODBC data sources are possible using the Connector module.

Analysis Module

By performing in-depth trend research and what-if analysis, you can support business strategy and decision making. You can use the Analysis Module’s built-in Microsoft Excel PivotTables to gain insight into data that isn’t just transactional. Create OLAP cubes with the Analysis Module to enable multidimensional analysis of your data.


  • Quickly recognize and act the use of sophisticated, individualized dashboards
  • Provide your employees with timely, Information that is relevant and

          trend analyses

  • Easily produce detailed financial,operational, client, and vendor feedback
  • Establish reporting trees with flexibility to see your reports, and Reporting Groups Organizing in a variety of ways
  • Boost productivity and speed improved business procedures to confirm complete unattended, easy distribution of reports
  •  Apply formulas with drag-and-drop simplify financial reporting, and more logical
  • Quickly and effectively view, manipulate, and and deliver reports in a comfortable format for Excel
  • Extract current, high-level information. summaries, groupings of accounts, or provides transaction details
  •  Quickly combine information from numerous businesses, divisions, for databases and several currencies.
  •  Lessen manual labor and repetitive tasks for Exce

Sage 300 ERP I Intelligence Reporting

Instead of spending hours entering and assembling the data, Sage Intelligence Reporting has allowed me to turn my attention to evaluating the data and looking into the discrepancies. Now, I make much better use of my time.

Access Business-Critical Information

Information that is reliable, accessible, and insightful is essential for guiding daily business decisions. A true perspective of your business is produced by combining all of your data into a single solution, which is essential for expansion and profitability. No matter where recipients are situated, schedule reports to be run during off-peak hours and disseminate through email for prompt delivery. Improved real-time information visibility enables better exception management and quick adaptation to changing client demands.

Complex Reporting Made Easy

By removing the need for repeated data entry through direct integration with Sage 300 ERP, you can save time and obtain reports that are more accurate. Intelligence Reporting automatically determines your fiscal situation by obtaining data from your system time frames, a chart of accounts, specific transactions, and numerous balance categories. Intelligence Reporting includes a number of basic report templates with your solution, allowing you to concentrate on analyzing data to make quicker, better decisions business judgments. Of course, using the familiar Microsoft Excel interface, you can also quickly build new reports from scratch or based on the provided templates. Financial analysis reports, dashboard analysis, general ledger, transaction details, inventory master, purchase master, sales master, top five customers, top five products, and top five vendors are just a few of the templates available.

Insightful Decisions

The Dashboard Analysis report is a one-page summary of the most important business data, including the “Top N” specifics on clients, products, and expenses. Plan your day and your future by viewing information both textually and graphically. Additionally, comparative Profit and Loss numbers are shown for both the current month and the entire financial year. Drilling down is a simple way to gain more understanding of the numbers. Bottom line: Making better, quicker, and more informed decisions gives your company a major competitive advantage.

Easily Design Custom Reports

Utilize the user-friendly and adaptable tools in Report Designer to transform Excel data into useful information. Give your company’s management, at all levels, specialized reports that they’ll want to use. Using simple selection tools, create your layout, do multilevel grouping and consolidations, and put formulas where you want them. Quickly generate reports from predetermined lists to see a ROI. By altering a set of numbers on your reports, you may quickly assess the effect on a certain aspect of your business by using “what-if” analysis.

View Your Organization Any Way You Choose

Reporting Trees give you several distinct perspectives on your business and the ability to construct a reporting structure with the press of a button. It is simple to add or remove reporting units without affecting your financial data, enabling reporting structures ranging from the most basic to the most complex.

Automated Report Distribution

Using intelligence reporting to provide totally unattended, practical report delivery, you can enhance productivity and accelerate business operations. Send reports to a file, publish to an FTP site, SharePoint, Skydrive, Dropbox, or shared network files, or send by email in a variety of common formats. Select the reports you want to send out, decide who will get them, and personalize each email. format using the MS Outlook profile you currently have.

Rely on Flexible, Powerful Analysis

By performing in-depth trend research and what-if analysis, you can support business strategy and decision making. You can use the built-in Microsoft Excel PivotTables in the Analysis module to gain insight into data that extends beyond transactional data. Excel row restrictions can be bypassed by using OLAP cubes, which enable multidimensional analysis of massive volumes of data. But there’s no need to start from scratch because buying the Analysis tool comes with a number of reports, including a financial, sales, and inventory cube.

Multinational and Multicompany Capabilities

Pounds. Pesos. Dollars. Francs. Yen. Sage 300 ERP has the ability to empower your business for multientity and global enterprise regardless of the currency you trade or the number of businesses you manage. You can view your reports in other currencies with intelligence reporting to obtain a clearer idea of how global trade is influencing your bottom line. Using the Connector module, you may also access business insight for several Sage 300 ERP corporate databases or any ODBC-compliant data source from our collaborative ecosystem, including Sage CRM, Sage HRMS, or third-party solutions.

Secure Business Integrity

regulated, safe, and secure! Ensure the security of the private information in your company. Sage 300 ERP guarantees thorough security at different levels, shielding your crucial reports from illegal access or alteration.

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