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When working with large data lists in Excel, you may need to know the extent of the data, i.e. the number of rows and columns. If consistency of the data is important too, then you may need to identify whether there’s any empty rows, columns or cells. An obvious way to check this is by […]
Would you like to separate your debit and credit balances while using the Excel Design Pane? If so, then the Balance Type function is for you. An example is if you want to create a Trial Balance with debit balances reflected in a debit column and credit balances reflected in a credit column.
How would you like constant access to a library of additional reports? The Sage Intelligence Report Utility allows you to select the reports you like and automatically imports them into your Report Manager. All you need to do is download and install the Report Utility, select the reports you want, and click the Download button. […]
If you want to create a report quickly or you’re not sure how to design one from scratch, the Quick Create Report feature in Sage Intelligence is very easy to use. By simply selecting a set of pre-defined columns and rows, you’re able to set up a financial report in a matter of seconds. Then, […]
Did you know that whether you are using a standard or a customised Sage Intelligence report, you’re free to add additional fields to it in the Sage Intelligence Report Manager? There are a couple of reasons why you might want to do this. For example, perhaps the report doesn’t have a particular field you want […]
Apart from just running out a report, Sage Intelligence allows you to automatically save the generated workbook to a file during run-time. This is useful, for example, if you run a monthly sales report that needs to be saved to a central location for others to view. In this tip, I’m going to show you […]
You may be aware that Sage Intelligence allows you to connect to any ODBC compliance data source, meaning that you can access and report on information from just about anywhere in your organisation. Included is the ability to use Microsoft Excel as a data source, which is useful in cases where your business management or […]
Reporting Trees is a feature of the Financial Report Designer, and allows you to model organisational hierarchies based on the structure of your business. You can then filter your layouts by the different units in your trees to view your data in ways that make sense to you. Sage Intelligence makes use of wildcards to […]
In Sage Intelligence, account balances are typically returned in their “natural format” from your Sage accounting or business management solution. In other words, credit accounts (with a credit balance) are shown as negative values and debit accounts (with a debit balance) are shown as positives values. However, in financial reporting, there are times when the […]
Over the past year we’ve created a number of financial and sales reports, allowing you to get a handle on the financial position of your business and be able to keep track of your creditors and debtors. We’ve made these reports freely available to you through our Report Utility. Below is an example of just […]
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