Sage 300 ERP Intelligence

Business Intelligence Solutions from Sage

MSI Technologies provides you with the power to be able to quickly and easily access the information required for strategic planning and operations with the use of Sage 300 ERP Intelligence. By using an already familiar business application, Microsoft® Excel®, you'll be able to productively analyze business critical information and Sage 300 ERP. Effectively and effortlessly create up-to-date reports in real-time, automated and preformatted with accurate and meaningful information. Sage 300 ERP Intelligence allows for more time being spent focused on the analysis and interpretation rather than time spent pulling all the data together.

Sage 300 ERP Intelligence will allow for streamlined report preparations, improved productivity from your financial staff, as well as enhanced report presentation. With the flexibility of Intelligences license and modules, you'll be able to create the right solution and have them work the way you want.

Report Manager

The Report Manager allows you to author new reports (organizing, creating, editing), as well as filter and aggregate data. This tool also allows you to set permissions and security for reports.

Report Viewer

This tool provides you with basic editing capabilities (filtering and changing of parameters) and drill-down functionality on existing reports/templates. You can provide Report Viewer licenses to staff members who do not need to create new reports.

Report Designer

The Report Designer expands upon the functionality of the Report Manager to provide simplified "drag and drop" report creation capabilities.

Connector Module

The Connector Module further simplifies financial managers' day-to-day operational tasks, allowing access to the information they need from multiple sources and consolidation of data from multiple companies. The Connector Module allows for consolidations and connectivity to unlimited ODBC data sources.

Analysis Module

Support business strategy and decision making through advanced analysis of trends and what-if scenarios. The Analysis Module lets you utilize built-in Microsoft Excel Pivot Tables to get insight into information that goes beyond transactional data. Use the Analysis Module to create OLAP cubes, which enable multidimensional analysis of your data.


  • Quickly identify and respond to trends
  • Empower your staff with timely, meaningful
  • Easily create in-depth financial, operations, customer, and vendor reports
  • Efficiently view, manipulate, analyze and distribute reports in a familiar Excel format
  • Extract up-to-the-minute high level summaries, account groupings, or details transactions
  • Effortlessly consolidate data from multiple companies, divisions, and databases
  • Minimize manual, repetitive work in Excel


Access Business Critical Information

Accurate, readily available, and intelligent information is imperative to driving daily business decisions. Unifying all of your data into one solution creates a true view of your business, which is vital to growth and profitability. Schedule reports to run during off-peak hours and distribute through e-mail for timely delivery no matter where recipients are located. With improved visibility into real-time information comes the ability to better manage exceptions and adjust quickly to meeting changing customer needs.

Complex Reporting Made Easy

Save time and get more accurate reports by eliminating redundant data entry efforts through direct integration with Sage 300 ERP. By pulling information already in your system, Intelligence automatically knows your fiscal periods, chart of accounts, detail transactions, and various types of balances. Intelligence provides several standard report templates with your solution, so you can focus on interpreting information to make faster, better business decisions. Of course, you can also easily create new reports based on the included templates or from scratch utilizing the familiar interface of Microsoft Excel.

  • Templates include Financial Analysis Reports
  • Dashboard Analysis
  • General Ledger Transaction Details
  • Inventory Master
  • Purchase Master
  • Sales Master
  • Minimize manual, repetitive work in Excel
  • Top 5 Customers
  • Top 5 Products
  • Top 5 Vendors

Insightful Decisions

The Dashboard Analysis report provides a one-page summary of key business information, featuring "Top N" details on customers, items, and expenses. View information both textually and graphically to help with daily and long-term planning. In addition, comparative Profit and Loss figures are displayed for both the current month and financial yearto- date figures. You can easily drill down to get further insight into the numbers. The bottom line—better, faster, and smarter decisions provide your organization with a significant competitive advantage.

Easily Design Custom Reports

Transform Excel data into meaningful information using Report Designer intuitive and flexible tools. Provide management at every level in your company with customized reports that they'll want to use. Create your layout, do multilevel grouping and consolidations, and add formulas where you want them using intuitive selection tools. Create reports from predefi ned lists in seconds to get rapid ROI results. Use "what-if" analysis to instantly see the impact on an area of your business by changing a set of values on your reports.

Rely On Flexible, Powerful Analysis

Support business strategy and decision making through advanced analysis of trends and what-if scenarios. The Analysis module allows you to utilize built-in Microsoft Excel Pivot Tables to get insight into information that goes beyond transactional data. You can create OLAP cubes, which enable multidimensional analysis of large volumes of data, and overcome Excel row limitations. However, there is no need to start from scratch, as purchasing the Analysis tool provides several reports, such as an Inventory, Sales and Financial cube.

Multinational And Multicompany Capabilities

Pounds. Pesos. Dollars. Francs. Yen. No matter what currency you trade or how many companies you run, Sage 300 ERP can empower your company for multientity and global enterprise. Intelligence allows you to view your reports in multiple currencies to get a true picture of how international commerce is affecting your bottom line. You can also utilize the Connector module to view business intelligence for multiple Sage 300 ERP company databases, or any ODBCcompliant data source from our collaborative ecosystem, such as SageCRM, Sage Abra HRMS, or third-party solutions.

Secure Business Integrity

Safe, secure, and controlled! Protect the sensitive information in your business. Sage 300 ERP assures comprehensive security at variable levels, protecting your important business intelligence from unauthorized access or manipulation.