Sage Pastel Intelligence Reporting – Financial Report Design

Sage Intelligence is a Microsoft Excel based reporting tool that pulls data from Sage Pastel and delivers it in an Excel format that is easy to understand and manipulate, putting you in control of the design of your reports. In this course, you will learn about your Sage Pastel Intelligence Reporting tool. We recommend that you also attend the Sage Intelligence Beginner and Intermediate courses, preferably before you do this course. It is important to note that the Advanced course is only suitable if you are going to be working with the Connector module. Also take note that this course is applicable to Sage Pastel version 14 Intelligence Reporting onward.

You now have a good knowledge of Sage Intelligence and would like to start creating and customizing your financial reports to suit your unique requirements. The Financial Report Design course will show you how to design reports using the Layout Generator and the Task Pane in the Report Designer.

Please note – This course is applicable to Sage Pastel version 14 Intelligence Reporting onwards.

Course Pre-requisites

  • An intermediate understanding of Microsoft Excel including creating formulas is required
  • Completion of the Sage Intelligence Beginners and Intermediate courses are highly recommended
  • Financial Statement accounting knowledge is required

What is covered?

  • An introduction to the Report Designer and the various methods used to create financial reports
  • An introduction to the Layout Generator and how to use it to design a report
  • The process and method of creating a new layout using the Layout Generator
  • An introduction to the Task Pane and the process to create financial statements
  • The steps to design financial layouts
  • An introduction to consolidated connections and how to link them to containers
  • An introduction to Reporting Trees and the management thereof


  • Putting control of your reporting into your hands
  • Empowering you to create and save customised Sage Intelligence reports to suit your client’s unique needs
  • Enabling you to provide your clients with valuable insights into their business to help them make better informed decisions

Extra value-adds

  • Comprehensive tutorial manuals (PDF)
  • Exercise manuals (PDF)
  • A post-assessment after each course to assess your new Sage Intelligence skills
  • 12 months e-mail support


Frequently Asked Questions

How long will this course take to complete?
This course is designed to take you about 3 hours to complete.

My day is jam-packed and I don’t have a lot of time. How long do I have to complete the course?
We give you six months to complete your course, so even if you can’t get to it immediately, that’s okay. You’ll have plenty of time to get it done.

How can I pay for my course?
We offer two payment options on our Academy store.

  1. Online Payment:
    South Africa:

    You can pay with either your credit card (Visa or MasterCard), or using your PayU Wallet.

Pay with your credit card via PayPal.

  1. Manual Payment (EFT / Bank Deposit):
    South Africa:

    You can choose the Manual Payment option when purchasing your course.
    Your course will only be activated once an EFT or Bank Deposit has been made and proof payment has been sent through to

Not available.

Will I know when my course is available?
If you pay via Credit Card or PayPal, and your payment was successful, your course will be available to you immediately.

If you pay via EFT and have sent through your proof of payment, our Academy administrator will activate your course and you will receive a “Purchase Successful” email from

Go on, give it a try!
Good luck!