Sage 300 Intelligence Options

Session #2 of the Intelligence Series is all about assessing the numbers outside of the General Ledger. How is sales looking? Could we be spending less? What Dashboards can I use? What Products have a sold or what are my stock levels? These questions and more can be answered by creating operational reports using Sage Intelligence.

In this recorded webinar, we will review:

  • Copying a report/Sage Intelligence
  • Existing Reports that can be modified
    • Inventory
    • Sales
    • Purchasing
    • Dashboards
    • Sales Flash Report
    • Trends
  • How to create a basic report from scratch
  • Saving the Excel template
  • Distributing the reports