Working with the Sage Intelligence Reporting. Sage Evolution Standard

Below you will find brief information for software Evolution Standard. This user guide will help you to understand the basic functionality of the software which includes features like inventory management, sales and purchases, accounting, and contact management.

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• Working with the Sage Intelligence Reporting

Chapter 18 – Sage Intelligence Reporting

Working with the Sage Intelligence

Reporting

The Sage Intelligence Reporting lets you utilise the power of Microsoft Excel for reporting purposes.

Why Excel?

Microsoft Excel is the standard data manipulation and reporting tool for today's managers. As an Excel user, you already use Excel to analyse data, make projections, simulate situations, generate graphs, and so on. Excel is a specialist tool built to let you manipulate, slice and dice your data, and it does it superbly.

The central issue is getting data into Excel so that you can manipulate it in the ways you want. That data is sitting in your accounting system. As your operators enter accounting data, and generate the day-to-day reports and analyses that you require, they are also generating the base data that you need for management analysis. This type of analysis moves beyond the strictly accounting realm into the realm of advanced management, reporting, and planning.

Sage Intelligence Reporting does two main things for you:

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It creates base data in Excel right out of your accounting system that is as accurate and as up to date as possible.

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It provides you with useful reports and analyses as an optional starting point.

By extracting the data into a worksheet, Sage Intelligence Reporting lets you work with the data outside of the accounting system, where you can manipulate it at your leisure. To do this, Sage Intelligence

Reporting makes extensive use of workbooks. This allows you to:

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Separate data from reports

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Generate multiple reports in a single worksheet

This makes your management workflow efficient and easy to control.

Once the data is in an Excel worksheet, you can create new reports, analyses, and graphs yourself, or you can use the tools supplied with Sage Intelligence Reporting. You can use these tools as is, or you can modify them to suit your requirements. One of the tools, for example, is a set of management accounts that will produce professional looking income statements and balance sheets for various period ranges.

Key features

Inventory management
Sales and purchases
Accounting
Contact management

Frequently asked questions

You can create a new company database using the System Manager. To do so, click on the "New Database" button and follow the on-screen instructions. The software will guide you through the process of creating a new database and setting up your company's information.

You can back up your database using the Database Management Console. To do so, click on the "Backup" button and select the database you want to back up. The software will then allow you to choose a location to save your backup file.

You can create a new customer by going to the "Customers" tab in the "Accounts Receivable" module. Click on the "New" button and fill in the customer's information. The software will then create a new customer record.

To process a sales order, go to the "Sales Orders" tab in the "Order Entry" module. Click on the "New" button and fill in the order details. The software will then create a new sales order.

User questions

Michael Y.

Is it possible to add new custom columns or User Defined Fields to document lines or transaction batches, such as Accounts Payable batches, in Sage Evolution Standard?

Adding new custom columns (User Defined Fields) to document lines or transaction batches, like Accounts Payable batches, is not a supported feature in Sage Evolution Standard. While existing grid columns can be customized for display (visibility, width, and sequence), entirely new custom columns cannot be added.

John N.

Is it possible to assign incidents to user groups?

Based on the provided document, you can assign agents to agent groups, which could be a way to manage incidents by grouping users. According to the manual, you use agent groups to group agents together by their function and set access control per group instead of per agent. This could streamline the process of managing incidents by assigning them to a group of users with similar roles or responsibilities. However, the document does not explicitly confirm assigning incidents directly to user groups, but managing access and permissions through agent groups is mentioned.