Sage Intelligence classroom training
New to Sage Intelligence? This course is designed for you if you are new to Sage Intelligence and have a basic understanding of Microsoft Excel. You will get a comprehensive overview of Sage Intelligence and learn the basic functions of the Report Manager module, including organizing reports, how to create reports, how to save formatting changes, how to create union reports, and how to summarize or group data in a Report.
Time to take your reporting to the next level? This course is designed for you if you have completed the Beginners course or have a basic working knowledge of the Report Manager and want to fully utilize its capabilities. You will learn how to create dashboards, protect your Excel workbook, use add-Ins, schedule a report, export and import reports, distribute reports and allow report templates to be accessed by multiple people. We will also share our best practice reporting guidelines with you.
Ready to start consolidating data and customizing reports? This course is designed for you if you are familiar with the Report Manager, have a basic understanding of databases and would like to be able to fully customize the way data is being extracted from data sources. You will learn how to create connectivity to a data source, create containers for multiple tables, customize data fields, use variables as fields and connect to multiple companies. We will also share our best practice guidelines for efficient and flexible reporting.
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