Getting Started Steps

The steps below apply to Info-Explorer Lite as well as the Full and Writeback edition.

After installing Info-Explorer, Start > All Programs > Info-Explorer. You can also add a shortcut to the taskbar or to the Sage 300 desktop.

Requirement!

if you are using Info-Explorer Lite, then "create cube", "export to CSV", "export to HTML" , "export to MS Excel" and "Worksets" are not available.

Worksets and Writeback are only available if the Info Explorer - Write back licence has been purchased and activated. If you are using "info-Explorer - Full", then "Worksets" and Writeback are not available.

For more details, See Also: 

Info-Explorer Analysis Tools

Working with Info-Explorer - Home Tab

Using Charts and Dashboards

Export Overview

Info-Explorer Writeback

 

Tip:

Process Scheduler Level 1 is required to refresh and distribute cubes automatically.

Refer to Process Scheduler documentation for details on how to refresh the Info Explorer automatically