Delivering Business Intelligence through Excel – anytime, anywhere

By going ‘Beyond Accounting’, Sage Pastel is able to offer you an innovative and flexible Excel-based financial reporting software tool for small, medium and large enterprises (SME’s). The Sage Intelligence Reporting dynamically links to Microsoft Excel – and as long as the information is stored in an accessible database, you can access sales, financials, inventory and purchasing reporting.

The Standard Edition empowers Sage Pastel users with the benefits of automated Excel reporting

Users can help themselves, with only Excel skills as a requirement. The module ships with a variety of useful management reports, including Monthly Management Pack (including income statement and balance sheet), Sales, Inventory, Purchasing, and other insightful reports. Creating your own reports in Excel has been made easy!

After your traditional export you usually spend time formatting the report, but there’s no easy way to save this format and link it to the export for future use. The result is that you find yourself formatting after each report. The Sage Intelligence Reporting saves these steps for you – so each time, you just run the report and it’s automatically updated with your latest data in the correct format.

The Advanced Edition is a powerful and flexible tool that allows you to create and deploy any reporting tasks, from any modern database, throughout an organisation

Skilled IT personnel will be required to deliver the potential that the Advanced version offers. Sage Intelligence Reporting Advanced Edition ships with an additional tool called the Administrator. This provides the user with the ability to report on any ODBC compliant database. With the Advanced Edition you can use additional functionality to achieve consolidations, batch reporting, scheduled reporting and much more.

FREE 90 DAY TRIAL
The Sage Intelligence Reporting is available as an add-on module with Sage Pastel Xpress, Partner and Evolution.
Users have access to a free 90 day trial period from date of installation.
To purchase Sage Intelligence Reporting, please click here. Sage Pastel Accounting - South Africa's leading accounting, ERP and business software developer.

FREE 90 DAY TRIAL
The Sage Intelligence Reporting is available as an add-on module with Sage Pastel Xpress, Partner and Evolution.
Users have access to a free 90 day trial period from date of installation.

Sage Intelligence Reporting Efficiency Calculator


How many people are involved in manually preparing,
cutting and pasting data into Excel?


What is each person’s average time spent doing this
per day (number of hours)


What does each person cost your organization? (Hourly rate)   R


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FREE 90 DAY TRIAL
The Sage Intelligence Reporting is available as an add-on module with Sage Pastel Xpress, Partner and Evolution.
Users have access to a free 90 day trial period from date of installation.

Sage Pastel understands that when making an investment in your business software, you need all the facts.

If you would like a demo on any product in the Sage Pastel range, please complete and submit the form below. On receipt of your request, a trained consultant will contact you to schedule the demo.

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FREE 90 DAY TRIAL
The Sage Intelligence Reporting is available as an add-on module with Sage Pastel Xpress, Partner and Evolution.
Users have access to a free 90 day trial period from date of installation.
To have a consultant contact you, please fill out the form below:
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FREE 90 DAY TRIAL
The Sage Intelligence Reporting is available as an add-on module with Sage Pastel Xpress, Partner and Evolution.
Users have access to a free 90 day trial period from date of installation.

Comparison of Sage Intelligence Reporting Modules

Sage Pastel is able to offer you an innovative and flexible Excel-based financial reporting software tool for small, medium and large enterprises. The Sage Intelligence Reporting dynamically links to Microsoft Excel – and as long as the information is stored in an accessible database, you can access sales, financials, inventory and purchasing reporting.

Features Excel
Management
Reports for
Xpress Start Up
Excel
Management
Reports for
Xpress
Sage Intelligence Reporting
Standard
Sage Intelligence Reporting
Advanced
Reports Available        
Management Pack Report:
Number of Income Statement Layouts
Number of Balance Sheets Layouts

2
1

10
5

10
5

10
5
Other Reports Available n/a n/a
Dashboard Analysis
Sales Master
Inventory Master
Purchase Master
Ledger Transaction Details
Financial Genie
Financial Ratio Calculator
Dashboard Analysis
Sales Master
Inventory Master
Purchase Master
Ledger Transaction Details
Financial Genie
Financial Ratio Calculator
Formatting & Customisation        
Distribute information to a Microsoft® Excel® environment
Fully customisable pre-built report templates
Add Sage Pastel fields into reports easily     1
Link to data source and save report changes for future reuse    
Unlimited ability to format reports    
Customise reports from scratch      
Sorting & Filtering        
Filter report data
Group and ungroup data in one click
Sort report data
Easily add total and subtotal amounts
Easily convert between summary and detail reports
Ready-to-use filter parameters 2 2
View data in different ways via pre-built Microsoft® Excel® Pivot Tables    
Report Automation        
Share reports over the network
Ready-to-use reports that automatically link to Sage Pastel Xpress data
Schedule report execution    
Ready to use business dashboard for a summary of business KPIs’    
Database Connectivity        
Connect to the Sage Pastel Xpress database automatically, and access real-time data from source
Automatically refresh report data in user created templates    
Report on data from multiple databases simultaneously, including non-Sage Pastel databases      
Access all database fields in Sage Pastel Xpress      
Security        
Report level security    
User level security    
Securely share reports over the network    

1 Limited to a pre-defined set of fields available for each report
 
2 Limited and non-customizable

FREE 90 DAY TRIAL
The Sage Intelligence Reporting is available as an add-on module with Sage Pastel Xpress, Sage Pastel Partner and Sage Evolution.
Users have access to a free 90 day trial period from date of installation.