1. Go to Reports & Forms>Intelligence Reporting.
2. If you haven't already installed Sage 50 Intelligence Reporting, you will be prompted to do so.
3. Select the folder for the type of report you want to view.
4. Double-click on the report.
   Intelligence Reporting will open.
5. Put in the date range or year as prompted.
6. The report will open in Excel.

To customize a Intelligence Reporting report in Excel, simply open the report like you normally would. After you make changes to the report, such as changing filters and adding/removing fields, save the report with a new name. These changes only affect this report and will not appear the next time you open the report from within Sage 50.

You'll use the Report Manager to create a new Intelligence Reporting report.

1. Go to Reports & Forms>Intelligence Reporting Setup>Report Manager.
2. You'll see the same report folder structure in the Report Manager that you see in Sage 50.
3. Make a copy of an existing report that you want to modify. You may need to copy this report into a new folder. You cannot modify reports that are in the standard Sage 50 Intelligence Reporting reports folders.
4. Right-click on the report and click Design.
5. Customize the report in Excel.
6. Save the report.
   After you save the report, you can open it from within Sage 50.

When you customize an Intelligence Report in Excel, you create a new report with the data that is in that report. This happens when you open the report in Excel and then make changes to it.

The Excel report is saved as .xls file. You'll know you're saving a new Excel report because it will have data in it.

When you use the Report Manager to create a new Intelligence Reporting report, this makes a new report that you can use to generate future reports. This happens when you open Report Manager and choose to design an existing report.

A new Intelligence Reporting report is created using the Report Manager. The report is saved as an .xlt file. You'll know you're saving a new Intelligence Reporting report because it will not have data in it. When you open the report from within Sage 50, it will have data.

You can use the Connector to create a new Intelligence Reporting report from scratch or to create a report that contains information from different databases. This is an add-on component and is used for more advanced customizing of reports.

The Report Designer is a component that helps you design your reports in Microsoft Excel. It allows you to drag and drop fields and use a What If Analyzer to change data and see the impact. It also contains a Formula Builder to help you create additional calculated fields. (Microsoft Excel 2007 or higher is required to use the Report Designer.)