Stephen Smith's Blog

All things Sage 300…

Sage Intelligence 7.4

with 10 comments


With our upcoming Sage 300 ERP 2014 version we will be integrated with Sage Intelligence Reporting 7.4. Within our product this will also be labeled as version 2014. This is a fairly major upgrade to the Sage Intelligence package and definitely worth a look. There have been a great many feature, usability and performance enhancements throughout the product.

This product is integrated to many sister Sage ERP packages and this is where Sage is investing in improving Excel based reporting. For ERP a big usage of this is for Financial Reporting, but don’t forget this is a useful tools for many other applications like Sales Analysis.

Financial Reporting

Many of our Sage sister products used Microsoft FRX as their financial reporter. This product has now been discontinued by Microsoft. To provide a replacement we spent quite a bit of time adding features contained in FRX into Sage Intelligence. Sage 300 never used FRX, but we now benefit from all this work with better Financial Reporting from Sage Intelligence.

For Sage 300 ERP installed on-premise, it still includes the Financial Reporter bundled with General Ledger. This F/R is still there and supported. We just added support for Excel 2013 which was a major job due to the changes in Excel from a multiple document interface (MDI) to a single document interface (SDI) along with Excel now having data execution protection (DEP) turned on. We understand that people have invested a lot in developing many powerful reports with this technology and are quite happy with how it works.

For the Sage 300 Online product we have removed this Financial Reporter and are only hosting Sage Intelligence for Financial Reporting. With this cloud offering we are looking to the future. With version 1.0 of this product we are running the regular desktop version of Excel to work with Sage Intelligence. But this isn’t really what we wanted. As a cloud offering we wanted to integrate to the cloud version of Excel, namely the browser based Excel 365 version. However the API for this product isn’t sufficient yet to do sophisticated Financial Reporting. Once Excel 365 develops sufficient power, we will be integrating Sage Intelligence to this and allow cloud based use of Office 365. By using Sage Intelligence it means that when we switch from the local installation of Excel to using the cloud version, all your report will continue to work and won’t need to be re-written. For the Sage 300 built-in Financial Reporter it will only continue to work with the local installed version of Excel. As a result of this besides adding features needed for FRX users, we have also added functionality to Sage Intelligence to make it more comparable to the built in Financial Reporter.


We now load all the data into memory at the beginning and then do all reporting from this in-memory database. This way as you change reporting options and interact with the report, you get far better performance than before. No more re-reading things from the database as you go along.

Excel Support

Sage Intelligence 7.4 now supports running Excel 2013 both 32 and 64 bits. For Sage 300 ERP the built-in F/R supports Excel 2013 but only running in 32 bit. If you absolutely need 64 Bits then give this solution a look. However MS does install 32 bits by default now for Excel 2013 due to all the compatibility problems with the 64 bit version (it isn’t only us). Similarly Sage Intelligence also no uses .Net framework 4 which is better supported and avoids installing old versions of the .Net runtime.


Let’s look at a few of the new things in the product. First we’ve modernize the toolbar in the Report Manager to the Office ribbon style. We’ve also fixed up the wording and hints to make this a bit easier to use.


As part of providing an out of the box Financial Reporting solution for Sage 300 ERP, we’ve added a number of sample reports that match the Financial Reports bundled with our built in F/R. Below is he home page for the Financial Ratio report:


And then the actual report. Note that there are a few more ratios here than in the built-in report along with graphs and such.


For the Balance Statement and Income Statement reports each three are incorporated into one Sage Intelligence report, each on a separate tab. One of the income statements is shown below.


The new Report Designer boasts a fresh new User Interface to supplement a powerful generation engine utilizing the Report Designer In-Memory technology allowing for improved performance and usability. This tool makes it very easy to create new powerful Financial Reports without having to edit every Excel cell by hand. Automated layout generation for a single company:


Plus screens to specify your account ranges and labels:



Sage 300 ERP 2014 will be bundled with Sage Intelligence 2014 which is version Sage Alchemex Intelligence 7.4. This is a fairly major release which greatly increases the power of Sage Intelligence as a Financial Reporter. It adds many features to be comparable to both FRX and to the built-in F/R from General Ledger. This version supports Excel 2013, including the 64 bit version and this is the product that we will be adding cloud based Excel 365 support to.

10 Responses

Subscribe to comments with RSS.

  1. […] Introduction With our upcoming Sage 300 ERP 2014 version we will be integrated with Sage Intelligence Reporting 7.4. Within our product this will also be labeled as version 2014. This is a fairly m…  […]

  2. Excellent works. Congrats and thanks for boosting Sage 300 ERP.

    Sundaresan Ramanathan

    September 22, 2013 at 12:50 am

  3. I am just thrill to have these enhancements.
    Thanks for your excellent works. I will be seeing you at HCM city, Vietnam..

    Careware ERP

    September 22, 2013 at 8:32 am

  4. Great news and great job…

    Jaime Schmulson

    September 23, 2013 at 12:29 pm

  5. Any update on when 2014 will be released? I heard Q3 but Q3 is pretty much over now.

    Andy Bruner

    September 23, 2013 at 1:18 pm

  6. This is very exciting and all good news. Looking forward to it.
    Do you think Intelligence will be enhanced with the option to use Drill Downs in the same way as FR? This seems to be the only major thing now that FR has over Intelligence.

    Steve Bagnall

    September 23, 2013 at 3:37 pm

  7. Will GL’s FR be discontinoued in the future? Sage Intelligence still have many problem on double-Byte Language platform.


    September 24, 2013 at 8:50 am

    • GL’s FR won’t be discontinued and the double-byte issues in Sage intelligence are being fixed.


      September 24, 2013 at 2:41 pm

      • Looking forward the good news from Sage Intelligence


        September 25, 2013 at 2:22 am

  8. […] Sage Intelligence 7.4 […]

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: