Sage Intelligent Reporting training

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Sage training: Intelligent Reporting classroom course description


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We are the number one Sage Intelligent Reporting training partner in the UK. We provide quality training and can give you the most appropriate training programme. We'll get you where you want to be as soon as possible, and we get it right first time.

When you've read all the course details, you can use the course search page to see course dates and availability, or call us on 0845 641 0624. You can also get us to call you by filling out the enquiry form, and we'll contact you as soon as we can to discuss your training needs.

We can advise you and supply the Intelligent Reporting module for Sage 50 Accounts. Contact us for advice and prices.

1 day course

This Sage Intelligent Reporting course is intended for anyone wishing to go beyond the existing reporting facilities in Sage 50 Accounts. Sage Intelligent Reporting allows you to extract and manipulate your Sage 50 Accounts data in a Microsoft Excel based environment. The course is designed to introduce you to the main features of Sage Intelligent Reporting, from the initial setting up of the program and running of Standard reports, all the way through to the design of your own User Defined reports.

The topics covered are:

  Sage 50 Accounts

Sage 50 Intelligent Reporting training course session 1 - Getting Started

  • System Requirements
  • Running Sage Intelligent Reporting for the First Time
  • Selecting a Company
  • Building Cubes
  • Setting Your Default Reporting Period
  • The Sage Intelligent Reporting Desktop

Sage 50 Intelligent Reporting training course session 2 - Using Standard Reports

  • Opening a Standard Report
  • The Standard Report Layout
  • Changing the Report Criteria
  • Drilling Down
  • Generating Charts
  • Dashboards
  • Printing, Saving and Closing Reports

Sage 50 Intelligent Reporting training course session 3 - User Defined Reports

  • Creating a New User Defined Report
  • The Report Layout Panel
  • Modifying the Report Layout
  • Selecting Members on the Report
  • Saving a User Defined Report

Sage 50 Intelligent Reporting training course session 4 - Advanced Member Selection on User Defined Reports

  • Standard Member Selection
  • Level Member Selection
  • Combining Member Selections

Sage 50 Intelligent Reporting training course session 5 - The Financial Statements Designer

  • Opening the Financial Statements Designer
  • Creating a New Financial Statement
  • Modifying the Statement
  • Validating the Statement
  • Saving and Updating the Statement
  • Using the Statement in a User Defined Report

Sage 50 Intelligent Reporting training course session 6 - Filtering, Sorting and Subtotalling User Defined Reports

  • Filtering Your Data
  • Sorting Your Data
  • Understanding Discount Settings
  • Showing Filtering and Sorting Information
  • Creating Subtotals
  • Exception Highlighting

Sage 50 Intelligent Reporting training course session 7 - Report Style Formatting

  • Default Styles
  • Modifying the Default Styles
  • Creating a Custom Style
  • Applying a Style
  • Viewing and Removing Your Applied Styles

Sage 50 Intelligent Reporting training course session 8 - Company Tasks

  • Accessing Company Tasks
  • Updating Company Reporting Cubes
  • Customising Report Lists
  • Setting Company Defaults
  • Changing the Product Password
  • Backing up and Restoring a Company



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