Sage Intelligence Quick Reference Guide - for Sage 100 ERP 2014 upgraders

1. Sage 100 ERP 2014
Kick off with Sage 100 ERP 2014 Intelligence Reporting
Connect with us
A Quick Reference Guide to Getting Going
• SageIntelligence.com
• Community
1. Get Set Go!
• Blog
Get started in less than 3 hours with these helpful tools.
• Webcast schedule
Download these helpful tools
YouTube Playlist
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Sage Intelligence Report Designer Add-In “how to” series
Download the Getting Started Guide
Download the Citrix Installation Guide
• Knowledgebase
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Familiarize yourself with the new 2014 look!
Watch
how to create a basic income statement (5.12 mins)
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Watch
how to create a basic balance sheet (9.18 mins)
Watch
the demonstration on the new Ribbon feature (2.16 mins)
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Watch
how to create multiple fiscal year and multiple budgets (3.46 mins)
Watch
the improvements on the Report Viewer (0:39 sec)
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Watch
how to combine GL accounts (3.24 mins)
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Watch
how to create a current period and YTD income statement layout (6 mins)
“How to” videos
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Watch
how to run a report (1.41 mins)
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Watch
how to create a cash flow statement (12.48 mins)
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Watch
how to copy and rename reports (2.20 mins)
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Watch
how to create a rolling income statement (7.49 mins)
how to add new folders and reports (3.22 mins)
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how to create a basic quarterly balance sheet (9.27 mins)
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Watch
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how to save Excel templates, previously known as
“create and link” (2.06 mins)
2. What tools can help me get started?
Once you are up and running, use these tools to get the most out of your Sage 100 ERP Intelligence Reporting.
FREE tools available for download
Register for a variety of FREE live webinars
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Online training presented to you in the comfort of your own home or office.
Download What’s New in Sage 100 ERP 2014 Intelligence Reporting
Download the Release Notes
Download the Report Descriptions
Download the Spec Sheet
Download the Frequently Asked Questions
Download the Report Designer Add-In user guide
Download the Sage Intelligence Reporting Trees guide
Download FREE report templates
Sign up for the Sage 100 ERP Intelligence Reporting
Monthly Webcast Mailer
Learn with the Community
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Join the Sage 100 ERP Intelligence Reporting group on “The
Sage Intelligence Community”
Subscribe to FREE Tips and Tricks
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Sign up for the Excel Tips and Tricks e-newsletter
Sign up for the Sage Intelligence Tips and Tricks e-newsletter
See how the value adds up with the
Sage Intelligence ROI Calculator
3. Take it further with additional learning
Develop your skills with anytime or real-time training.
Anytime Learning (Average of 45 minutes)
Register for the Sage University training courses
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View Intelligence Reporting: Creating new reports
View How to create a basic income statement and balance sheet
View How to create a rolling income statement and a quarterly balance sheet
View How to create a cashflow statement and consolidate multi-companies
View Intelligence Reporting Connector Module
Register for Excel on Steroids training on Sage University
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Intelligence Reporting Introduction course (FREE)
Intelligence Reporting Beginner course (FREE)
Intermediate Course
Advanced Course
Financial Workshop
Get Certified in Sage 100 ERP Intelligence Reporting.
Discovering Excel Course
EOS Workshop 1: Business Reporting using Formulaes and Functions
EOS Workshop 2: Managing Datalists and Macros
EOS Workshop 3: Data Analysis using PivotTables/PivotCharts
4. For further Support
Intelligence Support Desk: Telephone: 1-877-541-1681 / Email: intelligence.na@sage.com
Applicable to Sage Intelligence Reporting version 7.3 and above.