Discover Sage 100 Business Insights Explorer
Sage 100 Business Insights Explorer provides an easy way to access and manage your data, making it a powerful tool for reviewing customer history invoices and other tasks. See how it can simplify your reporting, empower decision making, and give you actionable insights with just a few clicks.
What is Business Insights Explorer?
Business Insights Explorer is a built-in tool within Sage 100 that lets you analyze and manage your data with ease. Whether youโre reviewing financials, sales, or inventory movement this feature provides an intuitive interface to organize your data. At the core are Explorer Views, which allow you interact with pre-designed tables and customize grids to show the data that matters most to you.
This flexible tool helps you customize how information is displayed so you can streamline workflows and improve reporting.
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Key features that make Business Insights Explorer stand out
Explorer views for streamlined data retrieval
One of the best features of Business Insights Explorer is its ability to interact with multiple data tables, such as the Customer History data set. With built-in table connections and pre-populated data, Explorer Views are a central location to retrieve and review records. This makes the tool invaluable for daily business needs, from tracking invoices to reviewing sales data.
You can switch between datasets and upper and lower screen grids, which are dynamically updated based on the data you choose. For example, selecting an invoice in the upper grid shows related details in the lower grid, making it easy to navigate between data layers.
Complete grid customization
Flexibility is at the heart of Business Insights Explorer, particularly when it comes to customizing grids. You can:
- Rearrange columns to show the data you want
- Remove fields by dragging them off the screen
- Add or remove columns using a simple grid tool
Do you want to focus on invoice totals, customer names, or other specific metrics? No problem. The grid customization options allow you to clean up clutter and show only what you need.
And the best part? You can even save your customized views as private or public templates. Whether you want a tailored view strictly for yourself or a standardized layout for your team, saving settings ensures you always have the right format at your fingertips.
Quick export to Excel, Word, and beyond
For businesses that need to report externally or collaborate, exporting data is key. Business Insights Explorer makes it easy with direct export to Excel, Word, or other programs. Itโs perfect for creating shareable reports, deeper calculations, or integrating data into other systems.
Exporting data is so simple you can pull actionable insights into Excel in seconds, whether youโre creating financial summaries or preparing for a meeting.
Filtering and grouping for better analysis
Business Insights Explorerโs filtering and grouping options let you drill down into your data. For example:
- Use built-in filters to show records from specific customers or date ranges
- Group data fields like customer names, states, or invoice numbers to see trends at a glance
- Add subtotals or grand totals in seconds, perfect for top-level reporting without extra calculations
Organizing data for a complex analysisโlike sales across regionsโtakes seconds.
User-defined fields and additional tables
Another benefit is the ability to add custom fields and data from connected sources. Fields from additional tables or user-defined setups can be added to meet unique reporting requirements. If your business has specific needs beyond standard Sage 100 tables, Business Insights Explorer can accommodate them.
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Enhance Data Management with Sage 100 Business Insights Explorer
Effectively managing business data is essential for informed decision-making and operational efficiency. Sage 100 Business Insights Explorer offers a comprehensive solution designed to simplify data access, streamline reporting, and deliver actionable insights.
Real-world applications of Business Insights Explorer
Easily manage customer history
One of the most practical uses of Business Insights Explorer is reviewing customer history invoices. With grid customization, users can focus on customer names, invoice dates, payment totals, and other metrics. Reporting becomes not just efficient, but also a tool for understanding spending patterns and identifying growth opportunities.
Foster collaboration
By saving customized grid settings as public views, teams can work from the same data formats, streamlining interdepartmental communication. This keeps teams aligned on key metrics.
Unlock insights across departments
From sales analysis to inventory tracking, Business Insights Explorer provides insights on a departmental level. Large organizations can tap into its multi-table capabilities to turn broader analytics into actionable steps.
User-friendly and customizable
Business Insights Explorer isnโt just powerfulโitโs easy to use. The grid-based setup is simple even for non-technical users. Itโs a dynamic solution that caters to different business needs with:
- Public and private view customization
- Custom templates for consistent reports
- A grid layout ready to fit every userโs workflow
Take control of your data
Sage 100โs Business Insights Explorer isnโt just a reporting toolโitโs a data game-changer. From customizing reports to exporting detailed summaries, the tool makes it easier than ever to manage your business analytics. By leveraging these features, you can unlock new efficiencies and make faster, more informed decisions. Try Business Insights Explorer today and see how it can change the way your business works. Contact us to learn how Sage customization and development services can enhance your Sage 100 system even further.