3 Easy ways to distribute your Sage Intelligence reports with or without embedded formulas

In Sage Intelligence Reporting you have the ability to distribute reports using 3 different methods. 1. You can send a report via email 2. You can send a report to a FTP location 3. You can publish your file to a drive In older versions of Sage Intelligence Reporting, only static values were sent when […]

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Learn how to create a performance profile for all your Sage Intelligence reports

Do you have reports that take a long time to run out? Not sure whether it’s normal, due to a large amount of data, or if there’s a problem? Sage Intelligence Reporting has a built-in feature for creating a performance profile when reports are generated. Allowing you to determine whether further investigation is needed. Executing […]

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Learn how to license Sage Intelligence in a Citrix or Terminal Services environment

Sage Intelligence Reporting licensing can be tricky, especially given the different license types and the possible network configurations. In this tip we’re going to look at the case of Citrix and or Terminal Server environments and consider the different options available. This includes Terminal Server, Citrix XenApp / XenDesktop, load balanced and single server environments. […]

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Three ways to achieve the same result in Sage Intelligence Reporting

Sage Intelligence provides a lot of flexibility when it comes to creating and using reports. Often, the same task can be accomplished in different ways and you can decide which one works best for you. In this tip, I’m going to show you three different ways to accomplish the same goal in Sage Intelligence Reporting. […]

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Learn how to deal with different fiscal years in Sage Intelligence Reporting

By using the consolidated Financial Report Designer in Sage Intelligence Reporting, you can compare the financial information from different companies all in the same workbook. There may be times when the companies you are looking at have different fiscal years, for example, one may run from January to December and the other from April to […]

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5 Easy steps to change the periods in your cash flow report to months

When working with a report there might be times you’d like to see the information displayed in a different format. A common question people ask is, how they can see month names instead of period numbers in their column headings. With Microsoft® Excel® this is easy to do. In this tip we’ll focus on the […]

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Design modern layouts that also work in older versions of Sage Intelligence

Wouldn’t it be great if you could create layouts using the latest features of the Financial Report Designer, including the Layout Generator and Task Pane that also work in older versions of Sage Intelligence? The great news is that you can design modern layouts and still have it work in older versions. Perhaps you’re a business […]

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Learn how to easily combine reporting periods in Sage Intelligence Reporting formulas

One of the advantages of Microsoft® Excel® that it allows you to present and easily total your data across multiple time frames. There’s now also an easy way to combine reporting periods in Sage Intelligence Reporting formulas. When reporting on different periods using the Sage Intelligence Report Designer, this is usually done by placing your financial formulas […]

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Understanding the additional options of the ZeroingII Add-in when using Sage Intelligence

The ZeroingII add-in is used to hide rows in a report where the values in a particular column meet certain criteria (normally they equal to zero).  It’s added to a report using the Run Add-in field under the report’s properties in the Report Manager and is performed when the report is run out.  It’s useful […]

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Now you can use Microsoft Power View to enhance your Sage Intelligence reports

Did you know that you can use Microsoft Power View with your Sage Intelligence reports?  By applying the visual and interactive capabilities of Power View to your Sage Intelligence data, you can create attractive reports that encourage better usability of your data, as well as more enhanced data exploration and visualisation, which gives you the […]

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