![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/ReportingImage2.png\")
<\/p>\n<\/p>\n
This is the third article in the series FIVE different reporting technologies included in Sage Financials<\/em>.<\/p>\n <\/p>\n Sage Intelligence is a separate cloud based application that gives great flexibility to create the kind of reports your accountant will love, as well as making Dimension data reporting simple. However this means you have to transfer data from Sage Financials to Sage Intelligence, so you are always looking at a snapshot rather than real-time data.<\/p>\n You launch Sage Intelligence from Sage Financials on the Salesforce platform by navigating to the \u2018Financial Reports\u2019 Tab and clicking on [Sage Intelligence]. This opens up a separate cloud based application and the first step is to copy data from Sage Financials into Sage Intelligence:<\/p>\n When you open Sage Intelligence you may see the spinning arrows icon\u00a0 And if you click on \u2018Data Load\u2019 you can configure which data should be downloaded. This opens the Data Load window which enables you to select the Companies and the Financial Years you want to report on. Keeping this to the minimum will of course speed up the Data Load.<\/p>\n Sage have pre-configured a number of \u2018Standard Reports\u2019 which will work if you haven\u2019t made changes to your Chart of Accounts. They only report at the Account Class level so should be fine unless you\u2019ve made major changes to the Chart of Accounts. Having said that, Trial Balance at the Account Class level is not very useful, so roll-up your sleeves and we will go through producing a full detailed Trial Balance report.<\/p>\n You cannot edit \u2018Standard Reports\u2019 but you can copy them \u2013 click on the Copy icon: This opens the Report Editor window which allows you to define rows:<\/p>\n And Columns:<\/p>\n The Columns are fine, so looking at the rows, when you click on the Row Editor you see this panel on the right:<\/p>\n Rows can be Account Classes, Accounts, Sub Accounts, Calculations or free-text. You can add rows one-at-a-time, but its much faster to use \u2018Add A Set Of Rows\u2019 but first click [Remove all], then click [Add A Set Of Rows]<\/p>\n For a detailed Trial Balance you will want Sub Accounts. Choose this ‘Sub Account’ in the pick-list and click the \u2018Description\u2019 columns to sort correctly, click [Add All] and finally click [Add].<\/p>\n Then click the \u2018Save\u2019 icon on the right\u00a0 You can further enhance this by adding a Total row at the bottom (using the [Add A Row] button). You can do this using a Calculation Row, but as you have to specify each Row you want to add together, an easier way is to add all the Account Class\u2019s as rows, but then edit them so they are hidden. Then add a Calculation Row for the Total, adding all the Account Classes together: (You have to click the \u2018+\u2019 in the \u2018keypad\u2019 section). That way you only have to add 10 or so rows.<\/p>\n Now if you run the report you should see a Totals row with balancing Credit & Debit. You could also add free-text rows to break up the Assets, PnL etc.<\/p>\n The Trial Balance only displays Debits, Credits & Prior year, but you can display much more than that. The Standard Report \u2018Balance Sheet – Actual 1 to 12\u2019 for example displays each of the 12 periods as columns:<\/p>\n To see the full list of column options, click on the Columns pencil icon:<\/p>\n This displays the Columns panel on the right hand side<\/p>\n Choose [Add A Set Of Columns] to see the column options:<\/p>\n As with rows you can also add calculation columns, but more interestingly you can add Dimension Tags which enables you to create a PnL by customer, or project etc.<\/p>\n Click [Add a Column] and then click on the \u2018Dimension Tag\u2019 (Optional) pick list. Then you can search for the Tag you want to display:<\/p>\n Finally, Sage Intelligence allows you to export the reports you have created to Excel. In the top right of the report page, simply click on the That’s it for now and I hope you found that whistle-stop tour useful.\u00a0If you are looking for training on reports, please fill in the Alpha Index enquiry form<\/a>\u00a0and we would be delighted to help out.<\/p>\n Did you find this useful? Please\u00a0register to receive regular updates from Sage Financials\u00a0knowhow<\/em><\/a>.\u00a0<\/strong><\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":" This is the third article in the series FIVE different reporting technologies included in Sage Financials. Key Financial Reports Salesforce Reports Sage Intelligence Einstein Analytics Financials Reporter Sage Intelligence Sage Intelligence is a separate cloud based application that gives great flexibility to create the kind of reports your accountant will love, as well as Read more about Sage Financials Reporting Explained – Sage Intelligence<\/span>[…]<\/a><\/p>\n","protected":false},"author":1,"featured_media":834,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[4],"_links":{"self":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/877"}],"collection":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/comments?post=877"}],"version-history":[{"count":0,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/877\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media\/834"}],"wp:attachment":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media?parent=877"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/categories?post=877"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/tags?post=877"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
Sage Intelligence<\/h2>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/Download-Icon.jpg\"){kind=icon}
in the top left which indicates data is being loaded from Sage Financials. If you click on the icon you can see more detail:<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/Data-Load.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/Data-Load-2.jpg\")
<\/p>\nCreating a detailed Trial Balance<\/h2>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/CopyIcon.jpg\")
to create a copy in \u2018My Reports\u2019. Then if you click on Details for the copied report you get to click on the Edit icon:![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/EditIcon.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/TrialBalance.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/Define-Rows.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/Define-Columns.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/RowEditor.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/AddRows.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/SaveIcon.jpg\")
\u00a0and then you can click the Run icon\u00a0![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/RunIcon.jpg\")
\u00a0to display the report you have just configured.<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/Callculator.jpg\")
<\/p>\nColumns & Dimensions<\/h2>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/BalanceSheeP1-12.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/ColumPanel1.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/ColumnEdit.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/AddColumnSet.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/ColumnPropertes.jpg\")
<\/p>\nExport<\/h2>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/10\/ExportIcon.jpg\")
\u00a0button.<\/p>\n