Envisage Cloud Blog

Business Intelligence Reporting

Posted by Sinead Hayes on Jun 23, 2015 4:31:00 PM

Looking for better reporting from Sage 200 and Sage CRM?



Funnily enough, this is a pretty common problem today and it has largely stemmed from situations where there are disparate systems in-house for accounts, sales, marketing, customer service etc. Each software application is working away in separate little worlds with zero communication between them.

So, this is usually where the fun starts!

Each system typically produces its own set of reports, but in order to view the complete picture, out come the complex spreadsheets with lots of calculations, formulas, pivot tables, macros, sometimes even a splash of colour

I should also comment that this problem is not exclusive to companies with lots of separate systems – you could be running just one main system, again with lots of reports but no real meaningful data that you can see at a glance to help you manage and view the business from all different perspectives. This is where spreadsheets come into play – where somebody  (typically the Financial Controller) spends hours compiling data into nice, easy-to-read presentable reports that can be shared with other members of the organisation.

But what if it didn’t need to be this cumbersome to view and capture the information you need. What if you could immediately?

  • Spot the trends
  • Track Key Performance Indicators
  • Drill-down from high level to find out the underlying data
  • Schedule alerts if there are any anomalies
  • Schedule reports to be sent automatically by email
  • Create your own custom reports quickly and easily

As a Financial Controller in an organisation, your time could be much better invested. Using what is called a Business Intelligence tool could save you:

  • From pulling your hair out
  • From missing anomalies
  • From not spotting trends on time
  • From not being up to the minute with your information
  • From not being able to react quickly to a current situation
  • From making too many assumptions when planning the company’s next strategic moves
  • From making mistakes on spreadsheet calculations and formulas


Click to download datasheet


Business Intelligence reporting is not a new phenomenon – it has been around for quite a while but it is becoming more and more important to businesses which may be:

  • Running a tight ship and need to keep a closer reign on what’s happening across all departments
  • Looking to expand their business and need to spot opportunities and trends
  • Overstretched in terms of internal resources and would like to introduce more time saving efficiencies
  • Struggling with customer attrition and need to closely monitor customer service levels
  • Struggling to keep up with their data – by the time they get the reports, they are already out of date

Financial Controllers/Directors are regularly required to produce reports for other stakeholders on the current status of their organisation, as well as produce forecasts. This requires a lot of planning, scheduling, budgeting and bringing together information from across the company into a cohesive way. This requirement to consolidate information is one of the reasons why the finance function is often the leading adopter of dashboard software in an organisation.



As a Sage Business Partner, specialising in Sage 200 and Sage CRM software, we find that we get quite a few enquiries about reporting and customers are always looking for better ways to collate and present their data.

If you have identified with some of the above issues with spreadsheets and reporting, why not download our datasheet below on our new Business Intelligence tool for Sage 200 and Sage CRM (and it can work with external databases). 

Click to download datasheet

Topics: Business Intelligence