Sage Pastel Intelligence Reporting is the answer to spreadsheet chaos.
You will get the latest information when you want it, presented in the way that makes sense to your business. And, best of all , you get it in Microsoft Excel which means you can control, edit, and analyze and send it far and wide in a program you already know how to use.
Insights for smarter business decisions
Complete control over your finances
A tool you’re already familiar with
Intelligence Reporting delivers reports in Microsoft® Excel® – the world’s most popular reporting tool that you probably already know how to use.
Software that suits your business’ needs
Intelligence Reporting is scalable; you can add or remove users, companies and reports to match your business’ needs.
Support directly from Sage experts
Intelligence Reporting is a Sage product so you talk to Sage experts whenever you need help or advice.
Reports are ready to use
Ready-to-use reports are already formatted for you. To run a report all you do is select the information you want to report on.
Reports are easy to customise
Need a specific report? Customise a ready-to-use report or simply create one from scratch using this powerful reporting tool.
Save time with report automation
You don’t have to export your data to Excel and report outside of Sage Pastel Partner; reports are always linked to your data source.
Intelligence Reporting offers you four modules depending on your reporting requirements with the following modules:
- Layout Generator :The Layout Generator (previously the Excel Genie) provides a wizard-type environment for building customized financial reports. The interface is easy to use and automates the design and generation of simple financial report layouts quickly and accurately within Excel.
- Task Pane :If you’re quite familiar with Excel, the Task Pane provides you with a 100% Excel reporting experience, but greatly enhances it by providing instant and dynamic access to data within your General Ledger. Starting with a blank canvas you simply drag in data lists, formulas, or Reporting Trees to create a report.
- Connector : The Connector enables you to access and consolidate information from multiple data sources.
- Report Writer : Run existing reports, in real time, when you want them.
Report Manager : The Report Manager license allows you to do everything the Report Viewer does, plus it allows you to edit and customize your standard report templates and save them for future use, create new reports, sort drill-downs and aggregate your data, and automate the distribution of your reports.
Report Designer : The Report Designer has revolutionized financial reporting! It gives you two drag and drop methods to create and control your financial reports depending on your Excel knowledge and your unique business requirements.