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The Sage Intelligence Cheat Sheet Understanding What’s What

The Sage Intelligence Cheat Sheet Understanding What’s What

With so many Sage 100 customers that have recently begun using Sage Intelligence Reporting or plan to use it soon as a replacement for FRx, we thought it might be helpful to provide an overview of the various Sage Intelligence reporting components. This “cheat sheet” provides a quick reference to the various modules and capabilities.

The Four Sage Intelligence Modules

The Sage Intelligence reporting suite is made up of four modules as follows:

Report Viewer ‐ allows you to view existing Sage Intelligence reports in real‐time with the ability to run basic filters and parameters.  The results are delivered in Excel and you can drill down to additional detail with the click of a button.

Report Manager ‐ everything the Report Viewer provides, plus the ability to author new reports or edit existing standard reports. You can also set up automatic report distribution (email, intranet, etc.) and control viewing/access through permissions and security settings.  

Report Designer ‐ provides more options for creating and/or modifying reports using a graphical “drag‐and‐drop” interface. This module provides maximum control over financial report layouts and also allows you to model your organizational structure using Reporting Trees. 

Connector Module ‐ this module allows you to connect to multiple databases outside of Sage 100 to consolidate information from other areas of your business. This allows you to merge data from another application/database or perform multi‐company consolidations. 

User Licenses Included In Your Plan

If you have a current Sage Business Care Plan, you already have Sage Intelligence user licenses that are included with your Sage 100 system and ready to use. Silver plans include 1 license for Report Manager, Gold plans include 1 license each for Report Manager and Report Designer, and Platinum plans include 3 licenses each for Report Manager and Report Designer.

Adding Modules and Users

Depending on the size of your company and/or complexity of your reporting needs, you may want more than the modules or number of user licenses included in your Sage Business Care plan. If that’s the case, you can add modules and users “a la carte” under a perpetual license model (traditional user/module purchase plus annual maintenance) or as an all‐inclusive subscription option. Billed on a monthly basis, the subscription option includes all four modules and unlimited user licenses for the Report Viewer and Manager. The subscription price is determined by the number of companies you need to consolidate/connect to.

Other Questions and FAQs

Get in touch at 262.797.0400 with questions about pricing or to schedule a demo.

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