Sage Intelligence– on cloud is the embedded reporting solution for your Sage 300 Web Interface or Sage 300c, allowing you to quickly and easily run and customize your online reports. Currently, only financial reports are available.

In this blog, I will be discussing the minimum requirements that a user (other than Sage 300 Admin) needs to access the Sage Intelligence- on cloud and how to share a Custom Report with other users. If the Sage 300c user is not provided with the access as mentioned below, the following error will display while trying to open the Sage Intelligence- on cloud.

Once a user is created in Sage 300, the steps below will provide access to the Sage Intelligence– on cloud

1. The user needs access to the Financial Reporter within the GL Module.

Please Note: Financial Reporter is not available in Sage 300c. The reporting tool that is currently available is Sage Intelligence– on cloud.

2. Sage Intelligence– on cloud, does need users to have access to the fiscal period information stored in Common Service module.

3. Please ensure the non-admin user has been granted with “Sage 300 Web API” security access to access the Sage Intelligence- on cloud.

These are the three basic requirements that the Sage Intelligence– on cloud users requires to have access to the module.

 Note: Users do need access to the data to view the reports.

By default, the users will have access to the 13 Financial Reports, this cannot be edited or deleted.

Any new report that has been created by a user remains under My Report for that particular user. For any other Sage 300 user that needs access to the custom report, it needs to be exported and then imported after logging in as that user.

IMPORT AND EXPORT OF REPORTS

The report can be exported using the Export Option. For instance, if I want to export the Balance Sheet – Actual 1-12, I would click export as per the screen shot below.

Save to a shared drive, then import the report after logging in as a user who would like to have access to that particular report.

These steps above will provide access to Sage Intelligence- on cloud within Sage 300c for a Non-Admin User.