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Download our latest Report Utility tool, giving you the ability to access a library of continually updated reports. You don’t need to waste time manually importing new reports, they are automatically imported into the Report Manager module for you to start using.Sage Intelligence Tips & Tricks
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Home Business Intelligence Page 12
Learn how to grant or restrict access to reports in the Sage Intelligence Report Viewer
Did you know that you can grant or restrict access to reports in the Sage Intelligence Report Viewer? Sage Intelligence makes this easy to do. Perhaps you’re busy developing a new report and you don’t want users to be able to run it from the Viewer until you’re happy with it. In this tip, I’m […]
When your work goes Platinum—A Sage experience
The excitement was building for a couple of weeks—having had pushed hard on work projects and not taking a break over the festive season, I was really looking forward to a time out. What better way than a trip abroad that we’d won from Sage in the Platinum Elite recognition program. Yes, you read that […]
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 […]
How to extract the formula text in Excel
Auditing and troubleshooting formulas in Microsoft® Excel® can be time consuming and difficult. That is why the FORMULATEXT function is helpful because it simplifies formulae error checking and correction. The formula text can easily be extracted without having to copy and paste. The FORMULATEXT function syntax has one required input—a reference to a cell or […]
Is Power BI really worth the hype?
Many years ago, when I was a young Business Intelligence (BI) Report Writer and long before Power BI, I remember seeing Excel 2010 for the first time—mesmerized by the striking animations that shimmer in the splash screen. I remember my excitement to play with it, like a child waiting to tear off the gift-wrap and […]
Easily start up other apps when running Sage Intelligence reports
When working with reports, you may make use of other tools to help analyze the data in them. For example; a calculator or notepad. Did you know that Sage Intelligence allows you to automatically open other programs when a report is run? Through the CmdExec add-in this is possible. In this tip, I’m going to […]
Learn how to report on more than just your financials in the Financial Report Designer
The Sage Intelligence Financial Report Designer report provides a comprehensive tool for your financial reporting needs. However, there may be times when you’d like to include other data in it to add to the information you can report on in a single report. Although the Report Designer has a defined structure which must be maintained, […]
Beef up your Financial Health Check report with your own financial ratio
In our last tip, you were introduced to the new financial ratio reports provided through the Report Utility, which you can use to perform a health check of your business. If you didn’t catch it, or would like to brush up on it, you can find it here. Although the reports are comprehensive, they don’t […]
Business partners, lead your demo with sizzle to drive better results!
Gone are the days where software demos would start with an architectural diagram of the solution stack, leading into showcasing the general ledger, posting a transaction, and finally demonstrating the net result (which was all usually followed by a yawn, stretch, snore, or thoughts of lunch). Current industry trends suggest that, for the most part, […]
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