Tips & Tricks

Learn how to report on more than just your financials in the Financial Report Designer






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, […]

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Saving changes to an existing report layout in Sage Intelligence Reporting






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 […]

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Enable the recipients of your distributed reports to interact with PivotTables like you do






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






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 […]

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






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 […]

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