Do you have an Excel management pack with multiple worksheets and would like to save it as a PDF for convenient viewing and sharing? In this tip, I’m going to show you how easy this is to do. You have three options for this, but before continuing, there are a few things to take note […]
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Home Archives for Nic Hanafey
Learn how to flag missing accounts in your Sage Intelligence Financial Report Designer report layouts
Depending on your Sage business solution, you may or may not have the Missing Accounts feature in your Financial Report Designer report. Even if you have this functionality, you are still not automatically alerted that account level detail may be missing from your layout. In this tip, I’m going to share a way to identify […]
Learn how to hide rows and columns using Named Ranges
Do you have a workbook that could do with some neatening up? Being able to hide rows and columns in a report that contains data you don’t need to view is a great way to do this. An example of a report like this is a financial statement, which has account level detail and monthly […]
5 real-life reasons why business intelligence is this accountants’ best friend
As an accountant, my most valuable commodity is time. Being responsible for daily capturing, month end procedures and group reporting, I often don’t have time to breathe! Fortunately, a lot of my responsibilities are hastened because I use business intelligence (BI), which helps me extract key information from large volumes of data directly from our […]
SMEs need insight into data as much as big companies—if not more
In a climate of economic volatility, changing consumers, and globalized competition, small to medium-sized enterprises (SMEs) perhaps need access to accurate, actionable business insight into data even more than bigger enterprises do. Most SMEs are operating on tight margins and don’t have endless reservoirs of cash and credit. They need up-to-the-minute information about trends in […]
There’s big value in small business data
I read an interesting article the other day about how a novel targeted at young, single females and housewives wasn’t selling as well as expected. When the publisher looked deeper into its sales data, it found that this market segment made up only a small portion of readers – and that the majority of buyers […]
Why it no longer makes sense to keep your people data-starved and in the dark
Charles Teversham, MD of Sage Intelligence, considers the benefits of moving from a feudal model of sharing data to a more democratic one. In 13th century Europe, literacy was largely confined to the clergy and some elites, and few adults among the general population could read or write. But that picture changed as a result […]
8 tips to use when working with reports in the Excel Report Designer for Sage Intelligence
Sage Intelligence Reporting Cloud provides convenience to you as it lets you work in whichever environment you’re most comfortable in. You can either choose to design reports in your browser through the Online Report Designer or in Excel—through the Excel Report Designer. When making use of the Excel Report Designer, there are a number of […]
Learn how to turn a single-company report into a multi-company report
In Sage Intelligence, a number of reports are provided out-the-box for each Sage product. Most of these are standard ‘single company’ reports with some of them provided as consolidation versions—allowing you to aggregate data from multiple companies and create a multi-company report. It is, however, possible to turn any standard report into a consolidation report, […]
Learn how to share your Reporting Trees
If you have used the Financial Report Designer to create reports, you may have taken advantage of Reporting Trees as a way of filtering them. If you then intend on sharing these reports with other counterparts and want them to be able to filter by the same tree structures, then, rather than having them re-create […]
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