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When creating reports, it’s usually preferred that rows with irrelevant data are excluded—as this results in a tidier, more readable report. When it comes to PivotTable reports, this can include rows with blank items. Below is an example of a report with them shown. To get rid of them, we have an add-in specifically for […]
When working with reports, you may make use of other tools to help analyze the data in them. For example; a calculator or notepad. Did you know that Sage Intelligence allows you to automatically open other programs when a report is run? Through the CmdExec add-in this is possible. In this tip, I’m going to […]
The Sage Intelligence Financial Report Designer report provides a comprehensive tool for your financial reporting needs. However, there may be times when you’d like to include other data in it to add to the information you can report on in a single report. Although the Report Designer has a defined structure which must be maintained, […]
In our last tip, you were introduced to the new financial ratio reports provided through the Report Utility, which you can use to perform a health check of your business. If you didn’t catch it, or would like to brush up on it, you can find it here. Although the reports are comprehensive, they don’t […]
At Sage Intelligence, we believe in providing you with the right information to help you improve the running of your business, and give you back your time. One of the ways we do this is through the free Financial Ratio reports that you can access through our Report Utility. Over the past few weeks, we’ve […]
In our last tip, you discovered that with an existing report, you’re able to make and save changes to a layout as a result of the Excel template that is associated with it. This means that any modifications you make persist each time the report is run, with the latest data being populated. If you’d […]
Sage Intelligence Reporting allows you to create reports of your own, as well as customize your existing ones, all in the familiar environment of Microsoft® Excel®. This is based on the Excel template that gets attached to each report. Once it’s linked back, after any changes have been made, the formulas will update seamlessly with […]
Have you ever tried to make use of filters in your PivotTable reports, only to find that they don’t stick when you save your template back to the report in the Report Manager? When your workbook is generated, maybe you’d prefer blank items to be hidden, or you would like it to default to the […]
Have you ever distributed reports containing PivotTables and found that your recipients aren’t able to interact with them, only having a snapshot of the data? Wouldn’t it be great if they could have some of the same functionality you do, like the ability to filter, drill down, or add other fields that may be of […]
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