Sage 50 Intelligence Reporting

Sage 50 Intelligence Reporting

Sage 50 Intelligence Reporting provides access into your data and is a powerful reporting tool helping you make data driven decisions helping you plan effective actions. Empower your team to help you drive growth and manage day to day operations.

Sage 50 Intelligence Reporting works seamlessly with Microsoft® Excel® to

  • Minimize repetitive and manual work
  • Allow the creation for in-depth customer, vendor and financial reports
  • Consolidate data from multiple databases, multiple companies/divisions
  • Analyze, view, customize and distribute reports using Microsoft® Excel®
  • Identify trends using customizable dashboards
  • Receive up-to-the-minute detailed transactions, summaries or account groupings
  • Provide staff with trend reports and other purposeful business information

Sage Intelligence Predefined Report Templates

Report Viewer Licenses, Report Manager Licenses, Report Designer Module, Connector Module are a part of the Sage 50 Intelligence Reporting suite. While there are many ways to customize the reporting functionalities of Sage 50 Intelligence it does provide a several predefined report templates.

Dashboard Analysis Template:  this is a 1 page summary of key business information features “Top N” Reporting on expenses, items, and customers.  Profit and Loss are also featured for the current month and year-to-date.

General Ledger Transaction Details Template:  shows the account transaction details, description, amount totals, dates, and reference.  This report allows functionality using Microsoft Excel PivotTable® and additional elements to be involved.

Customer Sales Template:  this report features sales information for customers including costs, gross profits per item and/or per customer and item sales.  PivotTable® allows for additional elements to be manipulated.

Vendor Purchases Template:  filter this report by items or vendors, it lists purchase information including cost and item numbers for any date range chosen.  PivotTable® allows for additional elements to be manipulated.

Inventory Status Template:   this report shows the item and quantities along with location.  PivotTable® allows for additional elements to be manipulated.

Financial Reports:  allows for the review of balances for your General Ledger for any financial period chosen.  Layouts are generated, subtotaled and grouped by financial category.  This report also allows customization using Excel.

Financial Trend Analysis Template:  gives you the information you need to see what comparative trending over a period of time.  This powerful feature allows you to pinpoint analysis of trends to the appropriate source it is driven by.

Financial Report and Consolidated Financial Report Template:  these reports are available immediately and show you comparative balance sheets and income statements for your chosen defined time period.  All reports offered in this template are fully customizable with Excel.

Sage 50 Intelligence Reporting Options:

Sage Intelligence reporting also offers Module-Level Security and Report-Level Security. If you need more powerful reporting other options include:

  • Sage Power BI
  • Sage Crystal Reports
  • Standard Sage 50 Reporting

Sage Software support contact:

Accounting Business Solutions by JCS provides support from our Sage Certified Consultants on a multitude of reporting options. Give us a call 800-475-1047 or visit us for more information at www.jcscomputer.com . For Sage Timeslips Support

Sage 50 Intelligence Reporting

Sage 50 Intelligence Reporting

 

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December 1, 2019 Sage 50 Comments Off on Sage 50 Intelligence Reporting
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Print a Crystal Report in Sage 50

Print a Crystal Report in Sage 50

How to use SAP Crystal Reports with Sage 50

How to print a Crystal Report in Sage 50 – For older versions of Sage 50 to print a Crystal Report in Sage 50, you must preview the report and print using a Crystal Reports license. If you currently have a license for Crystal Reports and Sage 50 then follow these simple steps to print a Crystal Report in Sage 50:

  1. In Sage 50, select Reports, Crystal Reports from the main menu.
  2. Highlight Vendor Detail List and click the Preview button or double-click Vendor Detail List.
  3. Click OK to continue. The report opens in Crystal Reports.
  4. Select Report, Refresh Report Data to ensure that the report is displaying the most recent information.
  5. Ensure that Use current parameter values is selected and click OK. The report refreshes.
  6. Select File, Print, Printer.
  7. A message appears, asking if you would like to use the default printer. Select Yes. Then, click OK to print the report. One page of the report is shown on the next page

Crystal Reports

Yes, Crystal Reports is one way to extract data from Sage 50 and we can train you on the process. You would not need to have the product prior to the  training. However, we have found that on-line training without the ability to immediately practice what has been demonstrated has a lower retention rate. You will also need to gain experience by practicing. The final element is to be able to find the appropriate data tables and fields to retrieve the data for use within those reports.

Please note, that although Crystal Reports can still be used with Sage 50, Sage has not included Crystal Reports as part of the Sage 50 product since 2014. A license has to be purchased separately. It is generally not recommended as the external report writer of choice unless reports were created prior it’s being removed from the product. It is most often required when these reports are still needed or new reports are required that cannot be created using the currently support Sage Intelligence external report writer.

Sage 50 Advanced Reports Options

  • Crystal Reports
  • Financial Designer
  • Sage Intelligence

Choose printing preference

The first step is to confirm the types of reports that you are expected to produce. This will confirm that Crystal Reports in the most appropriate choice for those reports. Other reporting options include

  • The built in report designer
  • Financial statement designer
  • Built in forms designer
  • Sage Intelligence

Print a Crystal Report in Sage 50

If Crystal is the most appropriate choice for an external report writer, I would be glad to set up an online training session for you. It is always helpful to know the reports you wish to produce, so I can choose one as example during training to give you experience in determining the tables and fields to create a specific report.

Learn More

Give us a call 800-475-1047

Print a crystal report in sage 50, sage 50 crystal report, crystal report sage 50, sage 50 intelligence reporting

 

Sage 50 data tables for use with Crystal Reports

Journal Header Fields

The following field information is intended to assist those who design reports for Sage 50 using Crystal Reports.

Filename: JRNLHDR.DAT

JRNLHDR.DAT has one record for each transaction entered in Sage 50. There is a one-to-many relationship between header records and row records. Each header record can have any number of related rows.

Note: Memorized Transactions are stored in StoredTransHeaders.DAT. All the field names are the same as in JrnlHdr.DAT.

Indexes and Their Uses

JRNLHDR.DAT has 22 keys, as follows:

0 = By JournalKey (Shadow, Journal, Period, TrxNumber, Partner.

1 = By PostOrder

2 = By Posted and then by PostOrder

3 = By LedgerKey (Module, CustVendEmpID, Date, and then by PostOrder

4 = By Reference

5 = By Date

6 = By Journal, then by Date, then by Reference, then by LedgerKey.RecordNumber, and then by PostOrder..

7 = By JournalKey_Journal, then by JrnlKey_Per, and then by Reference.

8 = ByGUID

9 = By Journal, then by Reference.

10 = By Journal, then by Completed Date

11 = By ReceiptNumber

12 = By Journal, then by MainAccount, then by Deposit Ticket, and then by Date

13 = By Journal, then by Extended JournalType, then by Date, then by Reference, then by CustVendEmpID, and then by PostOrder

14 = By Journal, then by Date, and then by PostOrder

15 = JrnlHdrByJrnlCVEReference

16 = JrnlHdrByElectronicDateSent

17 = By Recur Number, By Date

18 = By JournalEx, then by Date, then by Reference, then by LedgerKey.RecordNumber, and then by PostOrder

19 = RecurNumber

20 = JrnlHdrByElectronicDateSent

21 = By JournalKey_Journal, then by CustVendId, and finally by Date

22 = ByLedgertKeyModule, then by CustVendEmpID and then by Date

If you would like to learn more about how to print a Crystal Report in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing / Sage 50cloud Manufacturing training class, as well as a Crystal Reports for Sage 50 class. For Sage 50 support and training. Sage Timeslips Training

email us at solutions@jcscomputer.com

January 24, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Print a Crystal Report in Sage 50
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