Sage Accpac Accounting Software Vancouver Blog – Unisoft

 

More on the Report Desinger here.

The long awaited Report Designer for Sage Accpac Intelligence is almost here. It has an amazing, intuitive, graphical interface that supports drag and drop functionality. Financial reports can quickly and easily be set up to include meaningful aggregated prior, actual, and budget figures, providing invaluable detail for better decision making.

The Report Designer module is ideal for finance directors and managers who want to create highly customized financial statements using an intuitive, graphical interface. Financial reports can quickly and easily be set up to include meaningful aggregated prior, actual, and budget figures, providing invaluable detail for better decision making.

- amazing, intuitive, graphical interface
- drag and drop functionality
- what if analyzer
- supports multi-company consolidations, segmented general ledgers, column reporting
- requires 2007 or higher

The Report Designer allows to refresh newley added accounts into your exisiting layouts at the click of a button. The Report Desginer supports the use of excel, therefor leveraging your existing skills. The ‘What If Anaylzer’ tool supports planning and full costing decisions so you can get proactive instead of reacitve in your business. Click on the picture to see a breif demonstation.

What is included with Accpac Intelligence?

One free Report Manager License that allows the user to run 12 standard reports, author new reports (organize, create and edit), filter and aggregate data based on  based on existing data containers and available fields only.  This license can only connect to one company database at a time.

What limitations apply to the FREE Accpac Intelligence solution that is being bundled as part of Accpac 5.6 release ?

• Can connect to any number of Sage Accpac ERP companies but only one company at a time.
• Cannot connect to non Sage Accpac ERP databases (requires the Connector Module)
• Cannot add additional fields to standard reports that are not already provided by the data containers (requires Connector Module)
• Cannot perform multi-company consolidations (requires the Connector Module)
• Cannot create reports off modules and/or fields that are not available in the standard data containers (requires the Connector Module)
• Cannot schedule reports to run automatically (requires the Connector Module)
• Cannot import reports created from other Sage Accpac Intelligence installations (requires an additional Report Manager and/or Connector Module)
• Cannot run OLAP or cube reports (requires the Analysis Module)

Using Excel to retrieve sales information from Sage Accpac is quite simple and powerful.  In both the Order Entry and Inventory Control Modules there is a table that includes sales statistics. ICSTATI is the name of the table that includes the sales details for the inventory module. Essentially this is is a table that includes records per accounting period for the quantity sold, sales amount, return amounts and cost of goods sold.  By importing this table into Excel you can easily create a pivot table/report that shows your net sales (sales – returns) for a range of periods and/or years as shown below.

Sales by Period for 2009/2010

Preparing such reports can be accomplished with the help of our consultants, 604-926-3398.