There is a particular spreadsheet that exists in almost every accounting department.
It has twelve tabs. Three people know how it works. One of those people left. Nobody is allowed to delete column Q.
Excel Is Not the Enemy
The problem is not the spreadsheet. The problem is when the reporting process depends on somebody manually reconstructing the connection between Sage data and the workbook every reporting cycle.
Sage Intelligence Keeps Excel but Changes the Workflow
Sage Intelligence extracts Sage 100 data into Excel, allowing finance teams to keep a familiar environment while moving toward reusable report templates and automated data retrieval.
Custom Reporting Should Begin With the Question
Is management reviewing profitability, departments, actual versus budget, cash, margins, or period performance? The report should be organized around the decision, not around whichever export was easiest to create.
Report Designer Is Intended for Financial Reporting
Sage positions Report Designer for creating and controlling financial reports and Intelligence Reporting as its recommended alternative to Microsoft FRx.
Custom Does Not Have to Mean Fragile
A custom report should become more understandable and repeatable—not another mysterious spreadsheet nobody can safely modify.
All Kleer Treats Reporting as a Team Discipline
Our team develops custom Sage Intelligence reports, while we also support the technical environment that lets them run: Sage connectivity, installation, licensing, access, upgrades, workstations, troubleshooting, and distribution.