The Report Designer is a powerful tool designed to meet your financial reporting needs. Based on your company data, the resulting workbook can be large in size and depending on your requirements, a lot of the information it contains may not be necessary. Take the example of a report writer we worked with recently. Using […]
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All Solutions
- Sage Intelligence for Accounting
- Sage 300cloud Intelligence
- Sage 50 U.S Intelligence Reporting
- Sage 50cloud Pastel Intelligence Reporting
- Sage Pastel Payroll Intelligence Reporting
- Sage 100/200 Evolution Intelligence Reporting
- Sage 100 Intelligence Reporting
- Sage 300 Intelligence Reporting
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Additional Reports
Download our latest Report Utility tool, giving you the ability to access a library of continually updated reports. You don’t need to waste time manually importing new reports, they are automatically imported into the Report Manager module for you to start using.Sage Intelligence Tips & Tricks
Our Sage Intelligence Tips and Tricks will help you make the most of your favorite reporting solution.Excel Tips & Tricks
Our Excel Tips and Tricks will help you improve your business reporting knowledge and skills.
Filter your Union Report with a single parameter
The parameters in the Sage Intelligence Report Manager lets you easily filter your reports with values you need to enter at run time. In a Union Report you may have two or more sub reports that you would like to filter by the same value. You could achieve this by adding the same parameter to […]
How to format your financials when distributing your reports using the Excel TEXT Function
You’re probably aware that when distributing reports via email, you can reference cells from the layouts you’re sending in your email body. This is useful, for example, if you want to provide a summary of your report for your recipients. This is useful, for example, if you need to provide a summary of your report […]
How to send your reports to a distribution list
This week’s tip is targeted at showing you how to distribute your reports to a “distribution list”. The term ‘distribution list’ is a feature that allows you to create a list of email addresses so that you can email your reports to everyone on that list, all at once. Have you ever reached that point, where […]
Learn how to use your Sales report to create a sales commission calculator
One of the features that customers often look for in an accounting or sales software package is the ability to calculate commission. Generally, sales reps earn a percentage income for any sales they produce in a given period, this income is referred to as commission. Not many accounting software packages built for small businesses calculate […]
How to hide zero rows using Excel functionality
Do your financial and operational reports include rows with zero values? Do you feel that your reports would be tidier and more readable if you could hide these rows? Because Sage Intelligence Reporting uses Microsoft® Excel®, you can easily remove these rows. In this tip we will show you how, using Macros. Add the Developer […]
Get free report templates on our Community
Are you looking for additional reports over and above the standard reports that ship with your Sage Intelligence Reporting software? You’ll find them on the Free Report Templates group on our Community. To get access to the reports on the Free Report Templates group, you will need to join the Community, which is free too! […]
How to add a look-up to a pass-through variable
Report Manager filters and parameters let you summarize your report data in creative ways and can allow your reports to run faster. They however only act on the WHERE clause in the SQL that is executed for the report. Pass-through variables give you more flexibility by allowing other parts of your SQL to be affected […]
Adding a Parameters sheet to the Report Designer
If you’re familiar with Sage Intelligence, you will know that the Report Manager allows you to include certain parameters on sheet two of a report. These parameters provide useful information which you can add to your layouts, for example Run Date and Report Name. By default, the Financial Report Designer doesn’t include a parameters sheet. […]
The difference between budgeting and forecasting – and how can I use them to create a rolling income statement?
This Sage Intelligence tip will show you how you can create a rolling income statement, which will combine actuals, budgets and forecasts into a single layout, such as the one below: So let’s start off with a few definitions: Budgeting: In essence, a budget is a quantified expectation for what a business wants to achieve. […]
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