1. Enhancing Your Budget and
Reporting Process with SAI
Randy Bacchus
Debbie Hill

2. What is Sage Accpac Intelligence?
• Excel-based reporting tool with access
to:
– All modules and data
– Multiple company databases
• Allows for easy reporting and analysis
all through Excel
• Includes predefined financial and
operations reports with user-level
security
• Included with Sage ERP Accpac

3. Benefits of Sage Accpac Intelligence
• Easy to create and run reports
• Reports designed in Excel
Ease of Use • Standard report templates for
Consolidations management, sales, purchase
s and inventory
• Dashboard and trend analysis
reports included
Standard • Multicompany consolidated
report templates included
Reports
• Build connections to other
databases (eg. SageCRM)

4. KPI’s On Demand: Standard Reports
• Dashboard Analysis
• Multiple financial reports
• Inventory report
• Sales report
• Purchase report
• Metric and KPI reporting
• Trend reporting
• Cube reports available with the
Analysis license

5. KPI’s On Demand: Data Drilldown
• Two types of transaction drilldown functions are available:
– Drilldown with details within report workbook
– Dynamic drilldown or “on-demand reporting”
• Examples of drilldown can be found in:
– Financial Reports D – drilldown details within report workbook
– Financial Reports S – dynamic drilldown
– Dashboard Analysis – dynamic drilldown
– Trend Analysis – dynamic drilldown

6. Working with Reports in Excel
• Full power of Excel to edit and analyze
reports and numbers
• Reports designed with pivot tables
allow for easy customization by adding
in columns

7. Consolidated Reporting
• Multicompany Consolidations:
– Report on multiple Accpac
databases
– Sample consolidated reports
included
• Multidatabase Consolidations:
– Can report on many different
database types
Sage Sage Other
– Combine Accpac data with external Accpac CRM Database
databases

8. Shortcuts and Add-Ins
• Several included “add-ins” provide
additional functionality for publishing
and distributing reports:
– Save report output to a specific
location
– Publish report in html for web
– Email report output
• Ability to run a report from the Sage
Accpac desktop

9. See “The Big Picture” with SAI
• Reports designed in Excel
• Includes pre-defined reports
• Easy access to information
Build Share • Multi-module reporting
• Drilldown for details
• Multi-company and database
consolidations
• Report scheduling functionality
See • Distribution of reports via email
or internet/intranet
• Report Shortcuts

10. Questions?
Thank you for attending this session.
Please remember to provide your feedback.
Contact Information:
Randy Bacchus
 randy.bacchus@sage.com
Debbie Hill
 debbie.hill@sage.com
BAASS Business Solutions
 sales@baass.com
 866.260.5302
 www.baass.com