Sage 300 Business Intelligence empowers you to effortlessly create real-time, automate and pre-format report with accurate information. It harnesses the capability of Microsoft Excel to retrieve meaningful information from Sage 300 system for operations and strategic planning.
Using Business Intelligence, you can design your own custom reports. The Account Selection criteria is made simpler in the Business Intelligence tool. Suppose, if there are range of accounts say parent child accounts then you don’t require to specify the range of accounts in the spec as required in Financial Reporter. On stating the parent account no, the report fetches the sum of all the accounts under parent head.
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Let’s have a look on this smart feature of Business Intelligence by taking an e.g. the Sales accounts has multiple child as shown below:
If you require the total amount of all the accounts under the account head “Sales” then in BI report just specify the parent account no in the spec column then depending upon the formulae that you have added it will display the output.
The above BI report is designed to extract the net changes of the account which matches with the GL trial balance report as shown below:
Thus, by following simple steps you can define the account selection parameters and thereby getting the desired output in real-time.
Also Read:
1. Business Intelligence Security and License Managers in Sage 300
2. Scoping Sage Intelligence Reports in Sage 300 ERP
3. E-mailing Sage Intelligence reports
4. Add/Remove Additional Columns in Sage Intelligence reports
5. How to modify standard Reports in Sage Intelligence