Gain added flexibility by downloading your Sage Intelligence reports to Excel

When working with Sage Intelligence, you may feel the need to make changes to your reports using functionality that isn’t included online, like adding tables, charts, trendlines, etc.  If this is you, then Sage Intelligence has you covered by allowing you to download and open your reports in Microsoft Excel, giving you access to standard […]

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View quantities and values of stock purchased and sold with the Stock Movement report

This report displays the quantities and values of stock purchased and sold from the start date you enter at runtime to the current date, broken down by product.  It also includes opening and closing stock amounts.  This enables you to tell, at a glance, whether you’re perhaps overstocking or understocking on certain items, and whether […]

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Flag customers who owe you money with the Overdue Customers report

This report helps you flag customers who are currently overdue and owe you money. With this report, you’ll be able to drill-down to specific customer information to follow up on the outstanding amounts as soon as possible—which will help your business cash flow. There are 3 pages to this report, namely; Overdue Customer Dashboard, Detail, […]

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How to create a linked dashboard (or landing page) for your Excel workbook

Have you ever had the pleasure (or displeasure) of working with an extra large Excel workbook with many, many different sheets? This happens frequently, especially if you are working with a large amount of data that needs to be analyzed periodically. This may be due to multiple tables, lookups, references, charts, graphs etc. This has […]

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Learn how to use Column Variables for more descriptive headings in your cloud reports

Having descriptive headings in a report can make it easier to comprehend.  For example, having month names instead of period values for column titles can make it easier to determine the data a column refers to.  Sage Intelligence now makes this possible in a dynamic way through Column Variables. This tip applies to: Sage Business […]

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Learn how to check your Containers in the Sage Intelligence Connector module

Being able to check if the components of a report are functioning as expected while working with them can help provide a smooth workflow and save time dealing with problems later in the report creation process.  Also, if you do come across errors in a report, being able to test its components easily allows for […]

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Interactive dashboards now live in Sage Intelligence for Accounting!

Sage Intelligence has introduced five interactive dashboard reports to Sage Business Cloud Accounting that give you regular insights into your business’s key performance indicators. With these improved reports, you’ll be empowered with the ability to drill down into the detail of your information so that you can make faster decisions and act more decisively. Get […]

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