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Sage Intelligence Reporting Training Sessions for Sage 100 Users

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All Sage 100 ERP users are invited to register for two upcoming Sage Intelligence Reporting training sessions in 2020. The first training session is on June 8th and will comprise of a hands-on practice session where you will learn how to modify and create financial reports using the Sage Intelligence Report Designer. You will learn how to use both the Layout Generator and the Task Pane.

After attending the Sage Intelligence Financials training session you will be able to:

  • Create financial reports using the drag-and-drop Report Designer.
  • Use the Report Designer Task Pane.
  • Change the financial reporting structure using Reporting Trees.
  • Automatically distribute and post reports.
  • Consolidate the data in multiple company databases into a single financial report.

Session completed


The second Sage Intelligence reporting training session is an advanced training session for Sage Intelligence Reporting. In this session, you will learn how to create advanced reports and learn more about the Connector module.

After attending the Advanced training session you will be able to:

  • Create reports using multiple tables and alternate data sources.
  • Create reports that consolidate data from multiple companies.
  • Build dashboards.
  • Use advanced data expressions in a data container.
  • Create new data connections.

Session completed


About CTO Associates

Whether you’re looking to restructure your accounting operations, resolve inventory issues, quit using MS Excel spreadsheets for reporting, or find a replacement for your old accounting system, we’d love to talk with you.

Our team has combined experience of over fifty years in a wide variety of industries and includes a CPA, a senior financial consultant with a background in international operations and financial analysis, as well as experienced bookkeepers and consultants to assist your growing business with services from entity formation to bookkeeping to Consulting Controller / Chief Financial Officer.

At CTO Associates, we are dedicated to providing accounting and manufacturing software solutions to manufacturing, distribution, and service businesses in MA, CT, NY, and beyond. We look forward to connecting with you soon.

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