sage intelligence financial reporting
TRANSCRIPT
1/19/2018 1
Kelly Hummel, Practice Director
Sean Fleming, Sr. Solutions Engineer
Presented by:
Today’s Presenters
Kelly Hummel | Net@WorkPractice Director - Sage 300
Sean Fleming | Net@WorkSenior Solutions Engineer
Webinar Details
• Presentation is roughly 30-60 minutes
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
180+ Business
Technology Architects
and Consultants
IT Road
Mapping
& Strategic
Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed Services
ERP/
Accounting
Web
Development &
e-Commerce
Sister Company
Payment Processing
SWYPESister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document Management
Nonprofit
Solutions
Managed Print Services
Sister Company
Goals of the Webinar Series
To Educate Sage 300 Users on the power
and basic capabilities of different BI Tools.
Provide a full range of Business
Intelligence Options to choose which is the
best solution for your needs.
Understand the benefits of transitioning
from FR to a more modern solution.
Sage 300 Setup Series Dates
# Content Date
1 Sage Intelligence Financial Reporting 01/19/2018
2 Sage Intelligence Operational Reporting 02/02/2018
3 Take your Reporting to the Next Level with Sage
Enterprise Intelligence
02/16/2018
4 Take your Reporting to the Next Level with Dataself 0/30/2018
5 Creating Reports using Orchid Info Explorer 04/06/2018
6 Using Power BI with Sage 300 04/13/2018
7
Webinar Poll
• Answer the Polling Question to the Right
SF
Today’s Topic
Sage Intelligence – Financial Reporting
• Copying a Report
• Existing Reports that can be modified
• Using the Layout Generator
• Formatting and Calculations
• Saving the Excel Template
• Distributing the reports
SF
Lets Take a Live Look!
Sage 300 Intelligence Series
1/19/2018 11
Thank You For Attending!
Kelly Hummel | Net@Work
Sage 300 Practice Director
(P) 800-719-3307
Connect with
800-719-3307
www.netatwork.com
netatwork.com/blog
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
Contact your Net@Work Account Manager for any questions or concerns.
Or you can reach out to us via the information below!
Sean Fleming | Net@Work
Sage 300 Solutions Engineer
(P) 800-719-3307
Be Sure to Register for the Next Webinar in the Series:
Sean Fleming
Email: [email protected]
Register: netatwork.com/events
Questions…
• Setup Series
• Intelligence Series
• Automation & Workflow Series
• Document Management Series
• Warehouse Management Series
• Net@Work’s Favorites Series