Sage 300 ERP Intelligence Financial Report Templates
Are you a member of the Free Report Templates group on the BI Community? The Sage Intelligence team has added a couple of new financial report templates available for free download, which are fully customizable and can be used to create your own reports. We recommend that you download these two:
Financial Report Designer Report With Fourteenth/Adjustment Period
This report is for accountants, financial managers and financial directors who want to generate financial reports or create financial report layouts for a specific fiscal period and allows layouts to be generated for a single or multiple companies. It includes the ability to generate a layout which includes the fourteenth or adjustment period.
Report Designer Add-In Report Including Active/Inactive Accounts
This report includes all accounts and excludes all zero balances. The report allows users to drag and drop from a task pane straight into their workbook to pull through the relevant information from the general ledger to be reported on. Separate menu items on the task pane include Lists (Accounts, Financial Groups, and so on), Formulas (Actual, Actual YTD, Budget, and so on) and Reporting Trees.