How to reverse the sign of an account in your Sage Intelligence Financial Report Designer

In the Sage Intelligence Financial Report Designer, account balances are returned in their “natural format” from your Sage accounting or business management solution.  Therefore, credit accounts (with a credit balance) are shown as negative values and debit accounts (with a debit balance) are shown as positives values.  However, in financial reporting, there are times when […]

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3 Reasons why your business should invest in a Business Intelligence solution

A good Business Intelligence solution will give your company a competitive advantage, and there are many compelling reasons why all business owners should make it a priority to invest in one. Here are the top three: Reason 1: Automate reporting processes Most companies face constant pressure to increase profitability, improve cash flow, reduce costs, and […]

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Learn how to quickly and easily make changes to the design of your Sage Intelligence Reports

Do you want to be able to conveniently update your Sage Intelligence reports? Some of your reports may appear outdated or may require a change in branding based on new company policies. You may also want to add new functionality based on later versions of Excel. This is quick and easy to do with the […]

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The Sage Intelligence Learning Portal is here! Here’s how to use it…

At Sage Intelligence, we recently released our brand new Learning Portal.  It consolidates all of our learning resources into one, easy-to-use online library and is categorized to meet your level of knowledge and guide you to mastering your product.  In this tip, I’m going to show you how to access the Sage Intelligence Learning Portal […]

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Conveniently remove blank item rows in your PivotTable reports

When creating reports, it’s usually preferred that rows with irrelevant data are excluded—as this results in a tidier, more readable report.  When it comes to PivotTable reports, this can include rows with blank items.  Below is an example of a report with them shown. To get rid of them, we have an add-in specifically for […]

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Why Mid-Sized Businesses should invest in an integrated Excel-based Business Intelligence solution: Reason No. 3

Reason 3: Get immediate ROI Typically the barriers to adoption of BI are cost and complexity. An integrated BI solution makes deployment rapid without any IT hurdles, allowing for an immediate return on investment. Because it is a module of your existing accounting package, no new relationships or extensive IT investments are required. It can […]

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