Sage Intelligence Reporting – Pastel

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Description

Sage Intelligence is a Microsoft Excel based reporting tool that pulls data from Sage Pastel and delivers it in an Excel format that is easy to understand and manipulate, putting you in control of the design of your reports, it is recommended that the delegate has a good knowledge of advanced Excel concepts, should you need to up-skill please see our Excel on Steroids training course.

We offer you this 1,5-day (10.5 hours) course to give you a comprehensive overview of your Sage Pastel Intelligence Reporting tool (3 modules)

Sage Intelligence -Beginner Outline:

  • Navigating within the Report Manage
  • Types of Sage Intelligence reports
  • Organising your reports
  • Creating a standard report
  • Saving formatting changes in existing reports
  • Creating a report that includes data from multiple reports
  • Running multiple reports
  • Summarising or grouping data in a report

Sage Intelligence – Intermediate Outline:

  • Understanding the Excel workbook created when running reports
  • Creating a single page dashboard view of your most important information
  • Protecting the Excel report from being edited
  • Hiding or discarding insignificant rows in a report template
  • Copying an Excel formula to new rows
  • Scheduling a report to run
  • Copying report templates to/from other Sage Intelligence users
  • Allowing report templates to be accessed by multiple users
  • Sending reports to others (Managing, Adding, Editing and automating Distribution)

Sage Pastel Intelligence Reporting – Financial Report Design Outline

  • An introduction to the Report Designer and the various methods used to create reports
  • An introduction to the Layout Generator and how to use it to design a report
  • The process and method of creating a new layout using the Layout Generator
  • An introduction to the Task Pane and the process to create financial statements
  • The steps to design financial layouts
  • An introduction to consolidated connections and how to link them to containers
  • An introduction to Reporting Trees and the management thereof

Additional information

Training Method

E-Learning, Classroom

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