To write a comprehensive and insightful report, it’s advised that you use all the account information available in your General Ledger (GL). To extract accounts from your GL and list them in your report layouts we recommend that you use Account Ranges and Category Codes. However, if additional accounts are added to your GL that […]

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Connecting to a database can be a daunting task for any “non-technical” user. In fact, even using the word database is not desirable. So here is a quick tip that will get you up and running in no time. If you have ever been faced with the below error, then this tip is for you. […]

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As we were all told in school math classes, there is no use in just showing the answer, you need to show how you got to the answer! The same principle applies to financial reports.  Readers of your reports will often want to know how you arrived at that result.  If they are not interested […]

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The Sage Intelligence Report Designer uses a reporting model which makes all relevant financial data available to report on. The data is retrieved from your ERP or Accounting software, pulled into Microsoft Excel tables and then loaded into memory. The Excel reporting tools, such as the Report Designer Task Pane, then interact with the data […]

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It’s often useful to be able to quickly see which parameters a formula contains, particularly when you are creating your financial reports using the Sage Intelligence formulas available in the Report Designer Task Pane. By using the following shortcut, you will be able to see all the parameters your Sage Intelligence formula contains. Run out […]

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Want to start running your reports quickly? This tip will show you how to create a shortcut so that you can open Sage Intelligence immediately, not having to go open the Sage 100 ERP first. As of version 2014, Sage Intelligence Reporting is accessible from the Sage 100 ERP Modules Menu toolbar and Tasks tab; […]

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It’s time to stop manually distributing your reports and start saving time by scheduling your reports to automatically distribute themselves.  In this tip, we’ll show you how to quickly set up your automatic report distribution with your existing Sage Intelligence Report Manager and your Windows Task Scheduler. This process is made up of 3 easy […]

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Do you want to write a report that consolidates data for different companies even though the databases are not in the same locationserver? We’ll show you how, but, before you can create and design consolidated reports, you need to first understand the Connector module hierarchy and the process of creating new Connections, Containers and Expressions. […]

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We had a look at how you can summarize your data using Aggregate Functions in the first part of this two-part Tips series.  In this tip, we’re going to show you how you can use Aggregate Filters in the Sage Intelligence Report Manager to further summarize your data. Types of Aggregation used in Sage Intelligence […]

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You may find that your reports are taking some time to generate into Microsoft® Excel® or you have “excess” data being pulled into the Sage Intelligence Excel template.  To speed up your report generation process or to have the data summarized before it generates into Excel, you can make use of ‘Aggregate Functions’ and ‘Aggregate […]

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