This report gives you a dynamic view of your top 5, 10, 15 and 20 customers—depending on your requirements. The first dashboard you’ll notice is a map chart, which opens up after you’ve entered your required from and to date. This map chart highlights the amount of Sales per Customer by Location. The size of the bubble indicates the […]
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View quantities and values of stock purchased and sold with the Stock Movement report
This report displays the quantities and values of stock purchased and sold from the start date you enter at runtime to the current date, broken down by product. It also includes opening and closing stock amounts. This enables you to tell, at a glance, whether you’re perhaps overstocking or understocking on certain items, and whether […]
Get an overview of your purchasing behaviour with the Purchase Analysis report
This report gives you an overview of where, and from whom, you’re purchasing goods and services based on the date selection you have made. To run this report, you’ll first choose the from and to date by simply clicking on the date selector to expand it further: The Purchase Analysis by Region report will then open for the period […]
Flag customers who owe you money with the Overdue Customers report
This report helps you flag customers who are currently overdue and owe you money. With this report, you’ll be able to drill-down to specific customer information to follow up on the outstanding amounts as soon as possible—which will help your business cash flow. There are 3 pages to this report, namely; Overdue Customer Dashboard, Detail, […]
Get an accurate view of your cash in and out with the Cash Book Analysis report
This report gives you an accurate view of the cash you’ve received into your bank account and what you’ve paid out. With this report, you’ll also be able to drill-down to the individual transactions on a specific day. To run this report, you’ll first choose the from and to date by simply clicking on the […]
How to create a linked dashboard (or landing page) for your Excel workbook
Have you ever had the pleasure (or displeasure) of working with an extra large Excel workbook with many, many different sheets? This happens frequently, especially if you are working with a large amount of data that needs to be analyzed periodically. This may be due to multiple tables, lookups, references, charts, graphs etc. This has […]
Learn the various Report Manager menu ribbon functions
When you use the Sage Intelligence Report Manager module, you will see an array of icons on the menu ribbon. Here is a quick tip on their functionality. Take note that icons will activate / deactivate based on your selection in the object window. These icons are available on software using Sage Intelligence Core 7.3 […]
How to add a variance and running total in a Pivot Table
In our example workbook, we’re working with Date, Value In and Value Out fields. We need to create a Pivot Table that will also display the variance per month, as well as a running total of the variance for the year. In this tip, we show you how to do this. First up; select your […]
Learn how to use Column Variables for more descriptive headings in your cloud reports
Having descriptive headings in a report can make it easier to comprehend. For example, having month names instead of period values for column titles can make it easier to determine the data a column refers to. Sage Intelligence now makes this possible in a dynamic way through Column Variables. This tip applies to: Sage Business […]
Using Wildcards to make finding or replacing data in Excel quicker and easier
This tip is useful when you want to replace or find text using Wildcards, e.g. if you have a column where you would like to replace everything after the space character with text. What are Wildcards? Wildcards are characters that are used to represent one or more characters. The following wildcard characters can be used […]
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