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Analyze and compare the reporting tools for Sage 300 cloud – Financial Reporter, Crystal Reports, and Intelligence reporting

by | Oct 2, 2018

Question: Can you analyze and compare the reporting tools in Sage 300 cloud – Financial Reporter, SAP Crystal Reports and Intelligence Reporting?

Answer by William:

Sage 300 cloud now offer many reporting tools that allow access to the data contained in its database.  In this blog I will focus on the three most widely used of these reporting tools:  Financial Reporter, SAP Crystal Reports and Sage Intelligence reports. I will first analyze the pros and cons of each on the reporting tool and then summarize with a comparison of the tools.

Financial Reporter
Pros

  • The Financial Reporter (FR) is great for quickly and easily accessing General Ledger data
  • Drill-down available to source documents
  • No additional purchase required
  • Over 20 financial sample reports are available

Cons

  • With FR you can only access to General Ledger data
  • Drill down is only available from FR Statement Designer
  • You require a Sage license

Costs

  • FR is included with General ledger
  • Training cost is relatively low as very little training required. You can get up and running, creating new financial report if you attend our one-day training session ($425 per attendee).

Crystal Reports
Pros

  • Can interrogate any data, will work with any ODBC compliant data.
  • Can run reports inside or outside of Sage 300
  • No Sage license is used

Cons

  • Crystal Reports has a stepper learning curve that FR or Sage Intelligence
  • Knowledge of Sage 300 database schema required
  • Additional software, the SAP Crystal Reports, needs to be purchase

Costs

  • In order to create new or modify existing Crystal report you must purchase SAP Crystal Reports ($495 per named user license)
  • You will need to learn how to use Crystal Report programs

Sage Intelligence Reports
Pros

  • It is easy to use and access report templates.
  • You can access all modules, you are not just restricted to General Ledger.
  • You can consolidate data from multiple Sage companies or connect external data from other sources via ODBC (only if you own a report connector license) e.g. Sage CRM database.
  • Using the Analysis add-on, you can create OLAP cubes that enable multi-dimensional analysis of large volumes of data, and overcome Excel row limitations (additional purchase). The program comes with ready-to-use data cubes that enable multi-dimensional analysis of your data.
  • When creating reports, you are only limited by your imagination and what you can do in Excel.
  • You can use the Security Manager to specify which user can get access to specific reports.
  • Allows you to report on Database Tables, Views, Stored Procedures and SQL Query Statements.
  • Scheduling of reports via email or saving to specified folders.
  • The report designer license makes creating financial statements a breeze.

Cons

  • You will need connector license to order to create new containers.
  • License seat is workstation specific.
  • Intermediate to advanced excel skill would be advantageous to creating new reports in Sage 300 – Intelligence Reporting.

Costs

  • One Report manager license in included with Sage 300 cloud.
  • Training cost is low as some training required. You can get up and running, creating new financial report if you attend our one-day training session.

 

Below is a table that compares the Financial Reporter, Crystal Reports and Sage 300 – Intelligence Reporting.

William’s passion for learning and making the learning experience exciting is remarkable. With a degree in Statistics, a Certificate in Business and Certificates as a Sage 300 and Sage 50 trainer, William offers practical information necessary to operate successful businesses. In his role as our Trainer, William uses his wealth of training experience to educate and positively impact business owners in the use of software in the day-to-day operation of their businesses.

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