Get free report templates on our Community

Are you looking for additional reports over and above the standard reports that ship with your Sage Intelligence Reporting software?  You’ll find them on the Free Report Templates group on our Community.

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To get access to the reports on the Free Report Templates group, you will need to join the Community, which is free too!  Once you’ve signed up, join the Free Report Templates group and get immediate access to the templates. It’s that easy. Watch this short video on how to sign up.

Once in the group:

1. Select a category to view the associated free reports:

  • Sage U.S Edition Intelligence Reporting
  • Sage 50 Canadian Edition
  • Sage 100 ERP Intelligence Reporting
  • Sage 300 ERP Intelligence Reporting
  • Sage 500 ERP Intelligence Reporting
  • Sage Pastel Partner
  • Sage Evolution
  1. A list of reports in the category you selected will appear. Select a report template that you would like to download from the list.
  2. There will be an option on screen to download the report. This will download an al_  You can save this file to your desktop or any folder on your workstation.
  3. The al_ file is the file you will import into the Report Manager.

Follow these easy instructions to import a report (.al_):

  1. On the destination workstation, open the Sage Intelligence Report Manager.
  2. From the Object window, right-click on the Home icon or the Folder in which you want to import the report.
  3. Select Import Report.
  4. Browse to the report you would like to import (an exported report file with the .al_ extension or you can use the drop down list to change the extension to .alx).
  5. Click Open. The Import Report dialog box will appear.

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6. Select the appropriate Target Connection for the Sage ERP integration, e.g. Sage Accpac (AutoConnect).

7. Select the report destination, which is the folder in the Report Manager where you want to save the report.

8. You can change the Report Name field if you want your imported report to have a different name to its current naming.

9. Click Import.

You may get a message highlighting that the Container already exists.

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While a Container with the same name may exist, the Container that is being imported may not necessarily have the same Expressions in as the Container of the same name. It’s best practice to rename the Container here.

10. Click No to create a new Container and give the Container a new name.

11. A message may then appear indicating that the template already exists. Click Yes to rename the new template.

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If you are importing a Union Report you will repeat the naming process for each new Container and sub report (steps 10 & 11).

12. Once complete a confirmation that your import succeeded will appear.  Click OK.

13. On the Home tab in the group Actions, select Refresh. This will update the view and display your new report/s in the allocated folder.

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Don’t delay, join the Free Report Templates group today. http://www.sageintelligencecommunity.com/group/freereporttemplates