More efficient report running: Part 2 – Using system variables with scheduled reports

Sep 20, 2016 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks, Tips & Tricks

In this tip, we continue from where we left off with the previous tip, and will demonstrate how you can use system variables when scheduling reports to run automatically. This will reinforce how they are applied during the scheduling process. If you didn’t catch the previous tip, you can find it here. There are many […]

More efficient report running: Part 1 – System Variable date Parameters

Sep 6, 2016 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks, Tips & Tricks

Have you ever wondered how you can set up your reports to pull data from the same day you run them, without having to manually change the Parameter values each time? Sage Intelligence System Variables make this possible and allows for more efficient report running. This works especially well when scheduling reports to run. In […]

Get a handle on your Sales Flash Report and the AVERAGEIF Function

Aug 22, 2016 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks, Tips & Tricks

Would you like to keep track of your most important sales indicators in no time at all? If so, why not check out the free Sales Flash Report provided through the Sage Intelligence Report Utility. This report gives you a quick view of your Sales over a particular day or period and includes measures like […]

Learn how to preserve formulas in older versions of Sage Intelligence Reporting

Aug 10, 2016 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks, Tips & Tricks

In our previous two tips we focused on Distribution in Sage Intelligence Reporting. In the first tip we showed you how Intelligence Reporting gives you the option to send reports either with embedded formulas or without. When doing so, you also need to take into consideration whether your recipients have Intelligence Reporting installed or not. In the last […]

Scenarios to consider when distributing your Sage Intelligence reports

Jul 26, 2016 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks, Tips & Tricks

In our previous tip we mentioned three ways Sage Intelligence allows you to distribute reports and how to set up your instructions to send them with static values or embedded formulas. The functionality to send reports with embedded formulas was added in core version 7.5 of the software and the tip can be found here: […]

3 Easy ways to distribute your Sage Intelligence reports with or without embedded formulas

Jul 12, 2016 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks, Tips & Tricks

In Sage Intelligence Reporting you have the ability to distribute reports using 3 different methods. 1. You can send a report via email 2. You can send a report to a FTP location 3. You can publish your file to a drive In older versions of Sage Intelligence Reporting, only static values were sent when […]

Learn how to create a performance profile for all your Sage Intelligence reports

Jun 28, 2016 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks, Tips & Tricks

Do you have reports that take a long time to run out? Not sure whether it’s normal, due to a large amount of data, or if there’s a problem? Sage Intelligence Reporting has a built-in feature for creating a performance profile when reports are generated. Allowing you to determine whether further investigation is needed. Executing […]

Learn how to license Sage Intelligence in a Citrix or Terminal Services environment

Jun 14, 2016 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks

Sage Intelligence Reporting licensing can be tricky, especially given the different license types and the possible network configurations. In this tip we’re going to look at the case of Citrix and or Terminal Server environments and consider the different options available. This includes Terminal Server, Citrix XenApp / XenDesktop, load balanced and single server environments. […]

Three ways to achieve the same result in Sage Intelligence Reporting

May 24, 2016 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks, Tips & Tricks

Sage Intelligence provides a lot of flexibility when it comes to creating and using reports. Often, the same task can be accomplished in different ways and you can decide which one works best for you. In this tip, I’m going to show you three different ways to accomplish the same goal in Sage Intelligence Reporting. […]

Learn how to deal with different fiscal years in Sage Intelligence Reporting

May 10, 2016 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks

By using the consolidated Financial Report Designer in Sage Intelligence Reporting, you can compare the financial information from different companies all in the same workbook. There may be times when the companies you are looking at have different fiscal years, for example, one may run from January to December and the other from April to […]

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More efficient report running: Part 2 – Using system variables with scheduled reports

More efficient report running: Part 1 – System Variable date Parameters

Get a handle on your Sales Flash Report and the AVERAGEIF Function

Learn how to preserve formulas in older versions of Sage Intelligence Reporting

Scenarios to consider when distributing your Sage Intelligence reports

3 Easy ways to distribute your Sage Intelligence reports with or without embedded formulas

Learn how to create a performance profile for all your Sage Intelligence reports

Learn how to license Sage Intelligence in a Citrix or Terminal Services environment

Three ways to achieve the same result in Sage Intelligence Reporting

Learn how to deal with different fiscal years in Sage Intelligence Reporting

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