How to use the new “Up to Period” filter in Sage Intelligence for Accounting

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 […]

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How to create and view your Management Packs in Sage 50cloud Intelligence

A financial report often needs to be consumed in conjunction with its fellow reports and by using a management pack, this allows for just that! With Sage Intelligence, you have the ability to create, edit and view these management packs. In this tip, we will highlight the flow of creating and viewing a Management Pack. 1. […]

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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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Learn how to check your Containers in the Sage Intelligence Connector module

Being able to check if the components of a report are functioning as expected while working with them can help provide a smooth workflow and save time dealing with problems later in the report creation process.  Also, if you do come across errors in a report, being able to test its components easily allows for […]

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How to keep your Report Manager tidy by hiding reports you don’t use

You may have reports that you don’t run out often, if at all.  A common example is the sub-reports of a union report, and you only ever run out the union report.  Having these additional reports in your Report Manager may be necessary but can clutter up your folders.  Fortunately, the Report Manager gives you […]

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Learn how to edit standard reports in Sage Intelligence for your Sage Business Cloud solution

Sage Intelligence provides you with several standard reports that are displayed under the Standard Reports page as soon as you open the application.  They provide you with necessary, ready-to-use value right off the bat. To ensure that you always have an original instance of these reports, they cannot be edited or deleted in their original […]

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