Sage X3 Management Accounts

This weeks challenge is to create a set of management accounts to be sent to over 250 managers for their business units from Sage X3.

Budgetary constaints have prevented the use of Sage SEI reporting, or a larger brand reporting suite. The solution? An SQL procedure(s), data extration from accounting database to a reporting database. Reporting will be via SSRS (Microsoft Reporting Services) and Excel VBA emailed workbooks with pivot table datasets.

Luckily, we have some SQL views to base the management accounts baseline from SEI. I’ve had a 2 day SQL course and dabbled a little with SSRS so what the hell, what’s the worst that can happen right?

Add Value With Reports

How to add value in the reports you create and get noticed in the workplace.

How do the reports you usually produce look and feel? Do you take time to ensure the data is just right, that it checks and balances back to your data source? That’s all good, but what is the report actually telling you? What story are you trying to get accross?

What not to do

Tables with endless of rows are great, as they get the data accross to the user. But report readers can get lost in the rows and miss key headlines or themes within the report.

Tell The Story

Newspapers are the perfect analogy to how to present a good report.

  • Headline – what are we talking about.
  • A graphic
  • Introductary paragraph
  • The detail
Ideal Report Structure