User Guide

13888 Wireless Way
Suite 120
Richmond BC V6V 0A3
tel. 604-207-9480 I fax. 604-207-3620
www.SageAccpac.com
©2009 Sage Software, Inc. All rights reserved. Sage, the Sage logos and the
Sage product and service names mentioned herein are registered trademarks or
trademarks of Sage Software, Inc. or its affiliated entities. All other trademarks are
the property of their respective owners. 09-19107 00/09
Sage Accpac I Sage Accpac Insight
“Sage Accpac Insight has helped us
streamline our management report-
ing. We absolutely love its powerful
analytics and interactive drill-down
capabilities.”.”
Craig Perkins,
HYPERLINK
Improved Operational Eciency
The Sage Accpac Insight system helps you cut your consolidating
and reporting cycles and close your books faster than ever. For even
quicker reporting, it includes powerful data warehousing capabilities
optimized to help you efficiently manage your data. Data warehous-
ing is also an ideal solution for companies with remote employees or
multiple locations that need on-demand access to company data,
as well as those who have very large data sets and want to optimize
their reporting systems for high-performance analysis.
Advanced Data Management
The Data Warehouse acts as a warehouse for your vital information,
allowing you to extract only the key data you want to report on. By
capturing only the data you need, you eliminate the time-consuming
task of sifting through irrelevant information and can focus on the
business at hand. It also contains budgeting capabilities, scheduling
functionalities, and special security features to ensure that only
authorized personnel have access to key data. It also includes
replication capabilities that let you synchronize your data warehouse
across multiple locations—making key information even more
accessible to employees across the enterprise.
About Sage North America
Sage North America is part of The Sage Group plc, a leading global supplier of business management software and services. Sage North
America employs approximately 4,100 people and supports nearly 2.9 million small and medium-size business customers. The Sage
Group plc, formed in 1981, was floated on the London Stock Exchange in 1989 and now employs 14,500 people and supports 5.8 million
customers worldwide. For more information, please visit the Web site at www.sagenorthamerica.com.
*Requires the Data Warehouse module.
Managerial Reporting and Analysis at Your Fingertips
Author• –Author helps you create new templates quickly and easily in
Microsoft Excel for repeated use. The wizard-driven template design
allows you to easily produce pixel-perfect reports in minutes. Once
your reports have been generated, you have the full capabilities
of Excel at your disposal to further format and generate additional
charts and graphics.
Viewer• –Viewer allows you to run reports against the reporting
database within Insight and present reports in Excel, extending
the value of the data available through your Sage Accpac system.
Featuring powerful cross-module drill-down capabilities, Viewer
lets you drill down to supporting transaction detail and even “drill
around” from module to module, making it simple to view underlying
transactions and subtotals.
Enterprise Budgeting• –Enterprise Budgeting can be used to create
very complex budget models containing multiple worksheets. You
can deliver templates for end-user data entry and manipulation,
and consolidate input into a single Data Mart to prepare an
enduserbudget in a true bottom-up fashion.*
Consolidations• –Consolidations help you deliver financial
statements that illustrate financial and nonfinancial critical
performance indicators. Consolidations allow you to produce
merged accounts for statutory or management reporting purposes
that are ready for analysis. Multiple unrelated databases can be
consolidated into a single set of financial reports, so that employees,
branch offices, and partners can operate with a single, unified view
of key financial data at any time.*
Universal Database Access (UDA)• –UDA extends the reach of
Sage Accpac Insight to external applications and additional modules
within the Sage Accpac application. It provides an intuitive interface
to most ODBC-compliant databases and brings that information into
one single enterprisewide data warehouse for consolidated reporting
and analysis.*
Alerts• –Alerts delivers the information needed to create highly
responsive, proactive, customer-facing organizations. You can
automate the reporting process in the enterprise by scheduling
data warehouse updates, report generation, and report refreshes.
You can even schedule reports to run after business hours to take
advantage of underutilized computing resources that typically sit idle
during this time.*
For more information about the Sage Accpac Insight
software, please contact your local business partner, call
us toll-free directly at 800-873 7282, or visit our Web site at
www.sageaccpac.com/products