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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 […]
In a previous tip, we explained how you can easily remove duplicate rows from your data using the Remove Duplicates function. You can find it here. At times though, you may just want to highlight duplicate rows without actually deleting them. In this tip, we show you how you can do this using an Excel […]
With the new release of Sage Intelligence for Accounting, you’ll not only notice a fresh, new user interface that’s easy on the eyes, but also a redefined user experience that will help make your reporting solution even more intuitive and easy to use. But here’s the best part. We’ve also added a new Additional Reports […]
This report gives you an overview of where, and from whom, you’re purchasing goods and services based on the date selection you have made. To run this report, you’ll first choose the from and to date by simply clicking on the date selector to expand it further: The Purchase Analysis by Region report will then open for the period […]
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, […]
This report gives you an accurate view of the cash you’ve received into your bank account and what you’ve paid out. With this report, you’ll also be able to drill-down to the individual transactions on a specific day. To run this report, you’ll first choose the from and to date by simply clicking on the […]
In our example workbook, we’re working with Date, Value In and Value Out fields. We need to create a Pivot Table that will also display the variance per month, as well as a running total of the variance for the year. In this tip, we show you how to do this. First up; select your […]
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 […]
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 […]
Are you familiar with Microsoft Power BI? Did you know that in addition to Excel, Power BI can be used with Sage Intelligence to provide attractive and interactive depictions of your data? A key benefit of this is being able to keep track of key performance indicators while on the go. If this appeals to […]
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