To create insightful and highly customizable reports, Sage Intelligence provides you with the ability to add calculated columns and rows to your reports. These can be used to calculate, for example, variances, totals and other indicators at account and account category level, or based on your columns. The below provides and explanation of the different […]
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Home Intelligence Reporting Page 3
Three ways to use a Consolidation Connection in Sage Intelligence
In our last tip, I showed you how to create a Consolidation Connection in the Connector module, which lets you combine data from different companies into a single report to obtain a holistic view of your organization. If you would like to review the tip, you can find it here. Once one is created, there […]
Collaborating on a Shared Workbook
Multiple users can effectively work on a spreadsheet by sharing it, and then collaborating on it. Edits can be made simultaneously by team members, thus having a continuously updated version of the spreadsheet available all the time. In this way, version control is enforced, and duplicate work is eliminated. Applies To: Microsoft® Excel® for Windows […]
Learn how to create a Consolidation Connection
Sage Intelligence allows you to report on data from different companies in a single report to obtain a holistic view of your organization and allow you to carry out more detailed comparative analysis. The primary way to do this is through a Consolidation Report that uses a Consolidation Connection. Once a Consolidation Connection has been […]
Three key characteristics of a high-performance business management solution
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 […]
Discover how to compare two versions of a workbook in Excel
Sometimes when working in Excel, you may want to compare two versions of a workbook to see what was changed. It could be an issue such as totals that are manually entered instead of formula calculated that you want to check. You can use Microsoft Spreadsheet Compare to run a report on the differences, and […]
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 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, […]
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