Sage Templates

In addition to the ready-to-use reports you get with Sage One Intelligence Reporting Cloud, we provide you with a library of templates that you can use to create custom reports that meet your specific needs. Each template, which is designed based on your feedback, provides a framework that you can populate with the information you need.

To enjoy the reporting capabilities of Intelligence Reporting, you need:

  • A Sage One account.
  • A Microsoft account. You might have an account already, check if you do.
  • Microsoft Excel 2013 or Microsoft Excel Online (free with your Microsoft Account).
  • Internet Explorer 10 or above.

How to use Intelligence Reporting:

  1. Download any ready-to-use template below.
  2. When you open the workbook you will see the Intelligence Reporting log in on the right.
  3. Enter the same login credentials that you use for Sage One because the data that will load into your workbook will be from your Sage One system.
  4. Select the company or companies you want to report on and the years and click Load.
  5. After viewing and interacting with your data, don’t forget to save it somewhere safe on your computer or why not try save to OneDrive, a cloud storage app that you get free with your Microsoft account.

Your Sage One data will be loaded onto your workbook. And, guess what? After this, you will never have to go through all the ‘getting started’ steps again because you’re all set up for the future! The next time you open your workbook, from where you saved it, it will be automatically refreshed with your latest Sage One data.

Watch Videos on How to Use Intelligence Reporting

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Profit & Loss

Profit & Loss

Handy for long term financial monitoring and planning

View Template  Download Template

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Statement of Assets and Liabilities

Statement of Assets and Liabilities

Template for current month and annual assets and liabilities

View Template  Download Template

Try Sage One Intelligence

To access Intelligence Reporting, select Reports in the Sage One menu and then click Intelligence Reporting.

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