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Sage Intelligence now allows you to filter your report based on a fiscal period. No more cluttered reports, and no more redundant editing of report layouts to get your desired results! How Sage Intelligence determines Fiscal Periods Before we dive into the new ‘Up to Period’ feature, it is important for you to understand how […]
Not grasping why your system is returning an unexpected result can be a source of great frustration. If you suspect there could potentially be an issue with Sage Intelligence, try this quick troubleshooting technique. While Sage Intelligence is loaded on your screen, press F12 on your keyboard—this will open a console at the bottom or […]
In our last tip, we looked at the functionality of the different icons provided on the Report Manager menu ribbon. You can find this tip here. Now, we’re going to do the same for the Connector module. Take note that icons will activate / deactivate based on your selection in the object window. These icons are […]
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 a dynamic view of your top 5, 10, 15 and 20 customers—depending on your requirements. The first dashboard you’ll notice is a map chart, which opens up after you’ve entered your required from and to date. This map chart highlights the amount of Sales per Customer by Location. The size of the bubble indicates the […]
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 […]
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 […]
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 […]
When you use the Sage Intelligence Report Manager module, you will see an array of icons on the menu ribbon. Here is a quick tip on their functionality. Take note that icons will activate / deactivate based on your selection in the object window. These icons are available on software using Sage Intelligence Core 7.3 […]
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 […]
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