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When you need a faster way to drill from balances to transactional detail to validate a journal entry or investigate a reconciliation issue. When you need to go beyond the capabilities of the standard reports and present your data the way your organization needs to see them. When you need to eliminate time-consuming data dumps from Sage Business Intelligence into Excel and to put an end to copying, pasting, and reformatting these data to get them into the reporting structure you need.

Report across your GL, sub-ledgers, or pull in data from other sources to get the big picture. Use real-time access to your Sage data and the ability to drill down in Excel from balances to journal entries and sub-ledger transactions for an account group. It is quick and easy to get answers to time- critical questions and to resolve reconciliation and data integrity issues.

With access to document images, you can, for example, pull up a PDF of an invoice without needing to leave Excel. This creates a seamless, natural environment to drive effective decisions.

Create new reports in minutes and then run them at any time. No need to reinvent the wheel. For extra flexibility, add parameters to reports for time periods, account segments, etc. Leverage the security built in to your Sage system to ensure business users only access data they are meant to see.

Comprehensive reporting is a high priority for many users of these Suites, and although the standard range of reports is impressive, there might come a time when you need more information. New reports can be built with the Report Wizard feature and Sage release a new report each month too, but a solution can often be found by modifying existing reports.

If you save the report in the Custom folder with the same name as the original default report, this new report will become the report that users access from their Sage menu. However, if you wish to modify the report and make it available to yourself and others in addition to the original default, then the file name must be different, and it must then be added as a feature within the Sage System Administrator, and also as a menu item within the desired Sage Role.

In this example, save the report in the Custom folder with the same name, and proceed to modify the new report.



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