How to create a report in Sage Enterprise Intelligence (SEI)

By | November 17, 2022

Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with your Sage business management system to help business users reduce time spent on analysis and reporting and make faster, better-informed decisions. It empowers all users with a simple solution to access and analyse data in a self-sufficient manner, which eliminates the need for disparate tools and specialised skills and can reduce time to decision.

Sage Enterprise Intelligence gives business users, managers, and executives the power to analyse and create business reports, dashboards, and views. In this blog, we will take a look at how we can create a report in Sage Enterprise Intelligence.

Follow these steps for insight into how to create reports for views in Sage Enterprise Intelligence (SEI).

Step 1 :- The report can be found in the Command Center on the left side of the screen. Now select any folder or create a new folder, then right click on a folder and select “Create New Report.”

Fig 1 : Reports

Step 2 :-This will open up the save properties screen shown below. Give your report a new name in the Description field. Then choose how you want to publish this report “public” so other users with access to the sales orders process can run your new graph report, or “private” if you want to keep it unique to your log in. You can also edit if you want a prompt box to open when the graph is run so you can update the filters. For our example, we’ve kept the new graph public but don’t need to edit the filters each time, so we’ve declined the prompt. Once you hit the save button at the bottom, it will save the report.

Fig 2 : Create a Report

Step 3 :-After creating the report, the report will open as shown in the below figure, and you have to double click on the highlighted field where it is mentioned to double click to add a header to the report.

Fig 3 : Chart Report

Step 4 :-After clicking on the field, a new window will be opened where we have to write the header, or you can add an image also.

Fig 4 : Report

Step 5 :-Now add a view to the report by dragging the view. For example, we have used “Invoice by Customer.” and after inserting the view, it will look like what is shown in the figure.

Fig 5 : Edit Report

Step 6 :-We can also add a custom calculated field in the report for which we go to the widget and select and drag custom calc. to where we have to insert it.

Fig 6 : Report Widgets

Step 7 :-Using calculated fields, we can insert a new title , sum of any field, etc. as shown in the below figure.

Fig 7 : Calculated Fields

Step 8 :-Once you are happy with the layout of the report, click the floppy disc save icon on the right of the screen and click Save As.

Fig 8 : Setting

This blog teaches us how to use SEI’s views to build reports (Sage Enterprise Intelligence).