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Standard Reports Available

Sage Intelligence Reporting comes with sample reports that you can use as templates when creating your own reports.

Financial Reports

Financial Trend Analysis

Dashboard Analysis

The Dashboard Analysis report contains a one-page summary of key business information. The report features Top 5 Reporting on customers, items,  expenses, and contains both text and graphics to help with daily and long-term planning. In addition, comparative Profit and Loss figures are displayed for both the current month and year-to-date figures from the start of the current financial year.

Income Statements

Balance Sheets

General Ledger Transaction Details

Sales Master

This report highlights pertinent sales information including item sales quantities, costs, and gross profits by customer and product.

Inventory Master

Displays item cost and quantity information over any given date range, as well as relevant item location details.

Purchase Order Master

This report lists relevant purchase information by vendor and item number for any given date range. The report can be filtered by vendor, item number, or unit of measure.

If the OLAP Module is purchased, the following Cube reports are also included:

Financial Analysis Cube

This report allows you to analyze G/L accounts by Account Group and segment over multiple fiscal years.

Financial Analysis Cube Trend

Inventory Analysis Cube

This report allows you to analyze year-to-date stock-on-hand quantities, purchase and sales order quantities, and actual stock values by inventory group.

Inventory Analysis Cube Trend

Sales Analysis Cube

This report allows you to analyze sales quantities, gross profits, and amounts by customer, product, and salesperson over multiple fiscal/calendar years.

Sales Analysis Cube Trend