Part 3 of 3: Create and customize reports easily with the Financial Report Designer

You’ve reached the final part of this Sage Intelligence 3-part series. Let’s recap what we have been through so far. In Part 1, you learned how to get started with Sage Intelligence Reporting so that you can have accurate and timely financial statements available to understand and run your business effectively. Then, in Part 2, […]

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Saving changes to an existing report layout in Sage Intelligence Reporting

Sage Intelligence Reporting allows you to create reports of your own, as well as customize your existing ones, all in the familiar environment of Microsoft® Excel®.  This is based on the Excel template that gets attached to each report.  Once it’s linked back, after any changes have been made, the formulas will update seamlessly with […]

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Enable the recipients of your distributed reports to interact with PivotTables like you do

Have you ever distributed reports containing PivotTables and found that your recipients aren’t able to interact with them, only having a snapshot of the data? Wouldn’t it be great if they could have some of the same functionality you do, like the ability to filter, drill down, or add other fields that may be of […]

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More efficient report running: Part 2 – Using system variables with scheduled reports

In this tip, we continue from where we left off with the previous tip, and will demonstrate how you can use system variables when scheduling reports to run automatically. This will reinforce how they are applied during the scheduling process. If you didn’t catch the previous tip, you can find it here. There are many […]

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More efficient report running: Part 1 – System Variable date Parameters

Have you ever wondered how you can set up your reports to pull data from the same day you run them, without having to manually change the Parameter values each time? Sage Intelligence System Variables make this possible and allows for more efficient report running. This works especially well when scheduling reports to run.  In […]

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Learn how to preserve formulas in older versions of Sage Intelligence Reporting

In our previous two tips we focused on Distribution in Sage Intelligence Reporting.  In the first tip we showed you how Intelligence Reporting gives you the option to send reports either with embedded formulas or without. When doing so, you also need to take into consideration whether your recipients have Intelligence Reporting installed or not. In the last […]

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Scenarios to consider when distributing your Sage Intelligence reports

In our previous tip we mentioned three ways Sage Intelligence allows you to distribute reports and how to set up your instructions to send them with static values or embedded formulas. The functionality to send reports with embedded formulas was added in core version 7.5 of the software and the tip can be found here: […]

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