KB20230116/01: Sage X3 – Reporting and Business Analytics

Sage X3 provides comprehensive features that enables users to analyze data in a self-service manner and to take the right decisions. Realtime analytics, alerts, and notifications empower each role in your organization to respond quickly to changing business conditions.

Decision aid tools

1) Reporting and Analytics

  • User-defined dashboards based on trigger events
  • Configurable inquiries on any data table with automatic or manual joins, sorting and selection
  • Inquiries to search and filter predefined data collections using a variety of prebuilt parameters
  • Requesters define a data view by selecting from the available fields in one or more database tables
  • Audit trail from cumulative total to detail
  • Library of over 400 reports supplied as standard, including legal reports
  • Automatic printout triggering and generation of Word, Excel, text, HTML, or PDF files

2) Financial Reporting

Overview

  • Ability to design, distribute, and consume reports through a common Microsoft Excel interface, with the sweet spot being on financial reporting
  • Report on data from most external systems (ODBC-compliant databases) Versions available for on-premise and online customers

Scope

  • Strong financial reporting options
  • 100% Excel experience
  • Multi-data sources (all ODBC compliant databases)
  • Real-time financial data after running reports

Main Functions

  • Strong financial reports (Layouts include Income Statement, Balance Sheet, Cash Flow, Trial Balance)
  • Two options for creating, customizing and designing your financial reports
  • Financial reporting consolidations
  • Secondary functions
  • Dashboards, and Operational reports
  • Library of additional financial and operational reports available through Sage Intelligence Report Utility

Analytical Functionality

  • Quick visibility into formulas and tree structure
  • Create dashboards of your KPIs with Excel charts and graphs
  • Drill-down to GL account balances and GL transactions
  • Fast processing and quick dynamic updates to data
  • Account roll-ups
  • Multi-currency support
  • Supports powerful dimensional filtering
  • Queries and formulas
  • Usability
  • Intuitive on premise and cloud user interface
  • Self-service analysis
  • Self-service design of new financial reports
  • Distribution and Scheduling
  • Variety on helpful resources to get you started
  • Ready to use reports
  • Analytical Income Statement layouts
  • Analytical Trial Balance
  • Financial Balance Sheet
  • Financial Income Statement layouts
  • Financial Trail Balance