Here’s a roundup of the top 5 tips, based on how many of you clicked on the links to view them: Quickly and easily automate the calculation of your data Gone are the days of manual reporting and repetitive copying and pasting to set up your reports. Sage Intelligence saves you time by automating reporting […]
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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
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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
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Create your own Sales Dashboard
Ever wondered how you could effectively and more efficiently analyze your sales data without having to run through multiple reports and spreadsheets? The answer is simple – create a dynamic Sales Dashboard. With a dashboard created off the sales container in the Sage Intelligence Connector module, you can quickly view trends, sales dates, various customers, […]
How to control who can access and run reports from Sage 50 Accounting U.S. Edition Intelligence Reporting
This tip only applies to Sage 50 Accounting U.S. Edition Intelligence Reporting. Would you like to have control over who can run certain reports from Sage 50 Intelligence Reporting, or which reports other people can access? You can do it using the dynamic security features in Sage 50 Accounting and Intelligence Reporting. You can “lock […]
How to add an Excel formula as an expression to a container
Can’t find a certain field in your database to use in your report? Maybe the result comes from a calculation between two or more fields in your data source. If you’re not familiar with SQL you can use a Microsoft® Excel® formula to add a calculated field to your source data. In this example we […]
How to add a container using the Graphical Join Tool
You don’t have to be a SQL expert to join tables using Sage Intelligence. The Graphical Join Tool in the Connector makes it easy. Often the data we need for our reports comes from joining two or more tables. The following process lets you quickly and easily join tables without having to know SQL, simply […]
Update your reports using the Bulk Import and Update feature
Did you recently upgrade your Sage Intelligence Reporting software and now can’t see your new or updated reports in Report Manager? Don’t worry, you can quickly and easily access your reports using the Report Managers’ Bulk Import and Update feature. The purpose of bulk importing is to automatically import new and updated reports that are […]
Quickly and easily automate the calculation of your data
Gone are the days of manual reporting and repetitive copying and pasting to set up your reports. Sage Intelligence saves you time by automating reporting at the click of a few buttons. For example, when you add formulas to a source sheet to calculate additional data fields and run out the report again, the calculations […]
Viewing your report calculations as a percentage using the Layout Generator
In the past few weeks we’ve focused our tips on the Layout Generator Calculator which can be found in the Report Designer. Staying on the same topic, we want to share another great feature of the calculator today; the set % option. If you want to view your percentage based calculations as a percentage, rather […]
Are your variance amounts good or bad? Learn how to tell at a glance
Last time, we showed you how to use the Layout Generator Calculator to create custom calculations to cater for your reporting needs. To take it a step further, we want to introduce the Set Variance feature in the Calculator and show you how you can visually distinguish between good and bad variances. The Set Variance […]
Creating Custom Calculations in the Layout Generator
If you’re familiar with the Layout Generator in the Report Designer, you will know that it includes a number of standard calculations that make it easier to design your report layouts. Standard calculations may however not cater for all situations. The Layout Generator’s built in Calculator solves this by allowing you to create your own […]
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