Solution Properties
Solution ID:
241022145657260
Last Modified Date:
Tue Jun 03 14:07:38 UTC 2025
Taxonomy Path:
Case category//How do I...//an integration
Author:
[email protected]
Sage Copilot - Report Analysis
Description

Compare key financial metrics and visualise your data to help make informed decisions with Sage Copilot.

You can quickly access the following reports:

  • Transactional profit and loss (from Nominal codes)
  • Sales Ledger Turnover (from Customers)
  • Purchase ledger turnover (from Suppliers)
  • Balance sheet (from Nominal codes)

Copilot can even create a graph or chart to visualise your data too. 

Cause
Resolution

Access report analysis

In the relevant module:

  1. Select the Copilot insights button.
    Image shows the Sage Copilot UI button, used to launch Sage Copilot.
  2. Look for the Report analysis section, and click Begin analysis.
  3. Use the date selection widget to set a date range within a 12 month period.
  4. Copilot will then generate a summary based on the module you're working in.
    For example, in Nominal codes you'll see information from your Profit and Loss report:
    This image shows a Sage Copilot summary of a business profit and loss report.
  5. If required, you can select options at the bottom of the summary to generate graphs/charts or comparative summaries to review. 
    The image shows the bottom of the Sage Copilot window, with options to view a detailed report, a prior year chart or a comparison to the previous year.

 NOTE: To generate accurate results, Copilot needs a minimum of 12 months of historic transaction data.

Steps to duplicate
Related Solutions