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Sage 50 Business Intelligence

Resource Centre

Use these tools and resouces to help you get the most out of Sage 50 Business Intelligence.

1. Getting Started

First, activate Sage 50 Business Intelligence, then get started with these helpful tools.

Attend a Webcast
  • Register for a variety of beginner webcasts
  • View on-demand webcasts
Read The Manual
  • Download the Sage 50 Business Intelligence Getting Started Manual
Learn with the Community
  • Join the Sage 50 Business Intelligence Group on "The BI Community"
Take the Functionality Tour
  • Watch the Financial Reports video
  • Watch the Dashboard Report video
  • Watch the Sales Analysis video
Subscribe to Tips and Tricks Newsletters
Save the Getting Going Resource Guide
  • Download and Save the getting going guide to discover all the resources available to you.
2. Tools and Resources

Once you are up and running, use these tools to get the most out of Sage 50 Business Intelligence.

Read the Documentation
Sage 50 Business Intelligence Tools
  • Download the Project and Payroll Reports update1
  • Download the 2013 Data Dictionary
    Looking for older versions? 2012, 2011
Excel Tools
  • Customize your Excel® Ribbon for Sage 50 Business Intelligence
  • Discover Excel® Tips & Tricks
    Volume 5
Read our White Papers
  • Download Report-Writing Methodology
  • Download Automating Multi-Company Consolidation
Watch the How To Videos
  • Watch Run a Report
  • Watch Copy and Rename Reports
  • Watch Customize Columns in Reports
  • Watch Assign User Access
  • Watch Add New Folders and Reports
  • Watch Create and Link Report Templates
  • Watch Export and Import Reports
  • Watch Create a Simple PivotTable Using Excel 2007
  • Watch Reporting Trees
3. Need More Help?

Develop your skills with online or classroom training, or contact us for support.

Sage University Training2

Sage 50 Business Intelligence Training

The Microsoft® Excel® on Steroids Training

Customer Support4
Need a Consultant?

If you would like an accounting professional to help you with Sage 50 Business Intelligence, email us at: SageIntelligenceSpecialist@Sage.com.

  1. The Payroll reports are only available for 2011 and 2012 versions of Simply Accounting Intelligence Premium and Simply Accounting Intelligence Enterprise, Canadian Editions.
  2. Additional fees apply. For more information, go to http://www.sageu.com/sage50accountingcanada/.
  3. These courses are currently only available in English.
  4. Must be on an active Sage Business Care plan or a member of the Sage Accountants Network.
To activate Sage 50 Business Intelligence from within Sage 50 Accounting software
  1. Launch Sage 50 Accounting.
  2. Open the Reports menu.
  3. Navigate to Sage 50 Business Intelligence.
  4. Choose any function from the sub menu to launch Sage 50 Business Intelligence.
Setting up a Sage 50 Business Intelligence User
  • A Sage 50 Accounting system administrator (Sysadmin) can access Sage 50 Business Intelligence without any additional setup.
  • Other Sage 50 Accounting users need to be set up as a Sage 50 Business Intelligence user by the Sysadmin before they can access Sage 50 Business Intelligence. This is a security feature put in place to protect the privacy of your company file.
  • Watch a short 3-minute video called Assign User Access from the "Watch the How To Videos" below and learn how to easily add a new user to Sage 50 Business Intelligence.

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