With a good business management solution that manages your finances and operations all in one system, you can gain company-wide visibility into your business so you know where you’ve been, where you are currently and where you will end up in terms of cash spent, time and schedule commitments met. In addition, you can keep […]
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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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Learn how to switch output modes when running a report in Sage Intelligence
Did you know that apart from being able to run reports out to Excel, Sage Intelligence allows you to switch output modes which can be useful when designing and debugging reports? Two additional options are provided, output to Screen and output to SQL. Output to Screen does away with rendering a report to Excel and […]
Learn how to change the year a column refers to in the Online Report Designer
In financial reporting, it is common to refer to years other than the current one, for example; in an Actual vs Prior Income Statement (or Profit and Loss report). Sage Intelligence gives you several options to determine the year that you would like your columns to refer to when designing reports in the Online Report […]
Why it no longer makes sense to keep your people data-starved and in the dark
Charles Teversham, MD of Sage Intelligence, considers the benefits of moving from a feudal model of sharing data to a more democratic one. In 13th century Europe, literacy was largely confined to the clergy and some elites, and few adults among the general population could read or write. But that picture changed as a result […]
Learn how to reverse the sign of an account in the Sage Intelligence Online Report Designer
In Sage Intelligence, account balances are typically returned in their “natural format” from your Sage accounting or business management solution. In other words, 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 the […]
Gain a complete visual health-check of your business with the aid of a dashboard
Over the past year we’ve created a number of financial and sales reports, allowing you to get a handle on the financial position of your business and be able to keep track of your creditors and debtors. We’ve made these reports freely available to you through our Report Utility. Below is an example of just […]
5 Reasons solo-entrepreneurs should use business intelligence
Even though most solo-entrepreneurs understand the benefits of business intelligence, they will probably never take advantage of it. They will assume they have neither the time nor the money to make use of business intelligence. But the field of business intelligence has changed over the years. It’s now cheaper and easier than ever for freelancers, […]
Learn how to save your rows and columns in the cloud for future use
When designing reports in Sage Intelligence, you may create custom rows and columns that you might want to make use of in future reports. Sage Intelligence provides a convenient way to save these sets, making future report creation a breeze. In this tip, I’m going to show you how to work with the Quick Add […]
How to print and display formulas in an Excel workbook
Instead of displaying values, you can actually display formulas as a way of reviewing the spreadsheet. In this tip, we explain how that can be done. You are welcome to download the workbook to practice. Applies To: Microsoft® Excel® for Windows 2010, 2013, and 2016. To show all formulas in a worksheet, hold down the Ctrl […]
Learning your business intelligence solution made easy
Learning your business intelligence solution doesn’t have to be as daunting as some may feel. Here’s the thing—you already know the benefits of business intelligence (BI). You know that good BI can provide valuable, and profitable, insights for your company. But, are you fully implementing your BI solution and taking advantage of all of its […]
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