Sage 50 US Intelligence Reporting – Financial Report Design

Sage Intelligence is a Microsoft Excel based reporting tool that pulls data from Sage 50 US 2015 and delivers it in an Excel format that is easy to understand and manipulate, putting you in control of the design of your reports. Learn about your Sage 50 US 2015 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. This course is valid if you're using Sage 50 US 2015 Edition or a later version.

You now have a good understanding of Sage Intelligence and would like to start creating and customizing your financial reports to suit your unique requirements. You will learn how to design reports using the Layout Generator and the Task Pane in the Report Designer.

Covered in this course:

  • Report Designer Overview
  • The Layout Generator
  • Creating a New Layout in the Layout Generator
  • Row Sets and Calculation Rows
  • The Task Pane
  • Designing Financial Report Layouts in the Task Pane
  • Using Formula Features
  • Consolidating Companies
  • Reporting Trees Overview
  • Managing and Using Reporting Trees
  • Formula Usage and Syntax


  • 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
  • 3 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 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!