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There may be times when you want to run out the same report but with different parameters. For example, you may have a financial report that you want to run individually for three separate fiscal years. Typically, you would need to run out the report three times, once for each year. Did you know that […]
When designing reports in Sage Intelligence, you may create custom rows and columns that you might want to make use of in future reports. Sage Intelligence provides a convenient way to save these sets, making future report creation a breeze. In this tip, I’m going to show you how to work with the Quick Add […]
Sage Intelligence gives you a lot of value out-the-box, through the ready-to-use reports provided in the Report Manager and the free reports that you can access via the Report Utility. If these aren’t exactly what you’re looking for then you also have the ability to tweak them to suit your needs or build your own […]
Accountants, bookkeepers and financial analysts alike will tell you one of the most sought after capabilities of a well-tuned accounting package is time efficiency. No one wants to spend unnecessary time having to enter monotonous data. This is where a well-specified reference sheet in your Sage Intelligence reports can be of immense help. Take the […]
At Sage Intelligence, we recently released our brand new Learning Portal. It consolidates all of our learning resources into one, easy-to-use online library and is categorized to meet your level of knowledge and guide you to mastering your product. In this tip, I’m going to show you how to access the Sage Intelligence Learning Portal […]
Understanding cash flow is a vital component of any business. According to Eric T. Wagner, contributor for Forbes, “At surface level, the primary reason businesses fail is that they simply run out of cash.” Knowing how much money is coming into and going out of your business means you can determine your net cash flow […]
When creating reports, it’s usually preferred that rows with irrelevant data are excluded—as this results in a tidier, more readable report. When it comes to PivotTable reports, this can include rows with blank items. Below is an example of a report with them shown. To get rid of them, we have an add-in specifically for […]
When working with reports, you may make use of other tools to help analyze the data in them. For example; a calculator or notepad. Did you know that Sage Intelligence allows you to automatically open other programs when a report is run? Through the CmdExec add-in this is possible. In this tip, I’m going to […]
The Sage Intelligence Financial Report Designer report provides a comprehensive tool for your financial reporting needs. However, there may be times when you’d like to include other data in it to add to the information you can report on in a single report. Although the Report Designer has a defined structure which must be maintained, […]
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