Set up Business Intelligence

Once you have configure the BI admin tool and created your cubes, you need to set up your reports in Sage 200:

1. On the Sage 200 Navigation Bar, click Business Intelligence. The Sage 200 BI report folders appear at the top of the Navigation Bar.

2. Double-click on a report to open it in Microsoft Excel.

Set up Project reports

You can set up Sage 200 Project Accounting to use terminology that is familiar to your business, such as Job rather than Project.

Business Intelligence automatically uses these configurable terms when you create or update the Project Accounting cubes. This is to make sure that your reports match the terms that have been set up in Sage 200.

However, the standard project reports in BI have been created using the default terminology from Sage 200. Before using the standard project reports in BI, you must amend them to match the terminology you have set up in Sage 200.

To change the configurable terms

For each project report:

1. Open the report.
2. Select each item that has used a configurable term.
3. Re-select the item using the new term.

For example, if you have used Job as the label for your Projects, you must re-select Job for each incidence where Project is currently specified on the report.

Report Types

Sage 200 BI provides standard and user defined reports. Reports in the user defined category can be used as templates for your own reports.

In a standard report, you can:

• Change the report title.
• Expand the row and column data on the report.
• Change the report criteria.
• Create charts that link to the report data.
• Sort and filter the information on the report.
• Apply row and column sub totals.
• Format cells whose values fall above, below or between specific values.
• Create several versions of the same report using different criteria.
• Apply Sage 200 BI formats to the report.
• Use the Report Layout panel and Report Layout wizard to change what is displayed on the report.