There are two ways to add formulas to your Microsoft® Excel® worksheet using the Report Designer Add-In Task Pane; you can either drag-and-drop the formula from the Task Pane onto your worksheet or you can type the formula name directly into the cell. You can also edit formulas in two ways and you can reverse […]

Continue reading

To understand how the list structure in the Report Designer Add-In is formulated, you need to understand the general ledger chart of accounts hierarchy. Below is a typical example of an account hierarchy.           The lists are retrieved from the General Ledger. Adding Lists There are various lists that can be […]

Continue reading

Applies to: Sage 100 ERP Intelligence Reporting Sage 300 ERP Intelligence Reporting Sage 500 ERP Intelligence Reporting Sage Intelligence – Financial Reporting for Sage ERP X3 (Quarter 4, 2013) The new Report Designer Add-In is the newest addition to the Report Designer module which presents an alternative to the current report layout generator, to empower […]

Continue reading

Do you use Sage 100 ERP Intelligence Reporting, Sage Intelligence Reporting for Enterprise Management or our core Sage Intelligence Reporting software? If you do, this tip is specifically for you. This tip will show you how to check when your license expires, allowing you to prepare ahead of time for renewals. Applies to: Sage Intelligence […]

Continue reading

The Bulk Import function in the Report Manager allows you to import new reports from within the Report Manager. Bulk imports are only intended to import new reports into the current metadata repository, not to modify current versions of reports and settings that were created and saved prior to the bulk import – current reports […]

Continue reading

Consolidating Unrelated Data into One Report A union report is used to merge rows of data from different sources into a single report. The union report has pointers to other reports which it runs out raw data from sequentially into a single workbook. The other reports are referred to as union sub reports when referenced […]

Continue reading

The ‘Run Report Batch’ facility allows users to run a sequence of reports one after the other from top to bottom. NOTE: The run sequence will always be top to bottom so it is important to name your reports in a way that will ensure that the report you want to run first is at […]

Continue reading

Saving a Report to a File Sage Intelligence Reporting allows you to automatically close your Microsoft Excel workbook on completion of your report and to save the report to a fixed file in a designated folder. This is useful when a report needs to be run and saved to a centralised location on a regular […]

Continue reading

To prevent other users from modifying a report you can use locking which freezes the properties of a report so that it cannot be modified. Other users are then only able to run a report; they will be unable to change column fields, Filters, Parameters, Sort Fields or add Aggregate Filters. To lock a report: […]

Continue reading

Sage Intelligence Reporting always outputs the data for a report to the first sheet in a workbook. Subsequent worksheets in the workbook are available for you to create your report output formats. The Expression names for the columns in the report are placed in the first row of the worksheet as the column headings. Sage […]

Continue reading