Gain added flexibility by downloading your Sage Intelligence reports to Excel

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 […]

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View quantities and values of stock purchased and sold with the Stock Movement report

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 […]

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Get an overview of your purchasing behaviour with the Purchase Analysis report

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 […]

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How to create a linked dashboard (or landing page) for your Excel workbook

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 […]

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Learn how to use Column Variables for more descriptive headings in your cloud reports

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 […]

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Understand your customers with a Sales Trend Analysis report

Most successful businesses use sales analytics to report on and predict sales performance. As a small business, knowledge of this information is power! Being able to view and track Sales Trends year-on-year, as well as sales per sales representative, means that you’re kept up to date and empowered to use this information to track performance. […]

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Save time by using shortcut keys in Sage Intelligence

Shortcut keys are common in many software applications and can save you time by making common functions easy to perform.  Sage Intelligence is no different, and several shortcuts are provided in both the Report Manager and Connector.  They are as follows: CTRL + R In the Report Manager, selecting a report and pressing CTRL + […]

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