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Learn how to share your report between different users and companies
Did you know that in Sage Intelligence you can design a report in one company and view that same report in a different company? That’s right, just as long as those companies carry the same account structure, you can share your report. This report will go through the following process: Designed in one company Exported […]
What’s the deal with Sage Intelligence and data sorting?
Have you ever run out a report only to find the need to change the sorting of a specific field once the output is in Excel? This can be quite taxing, especially if you run multiple reports with a lot of data on a regular basis, and if you need to sort multiple columns on […]
Here’s how to run a report out to PDF
In our last tip, we showed you how to save a copy of your Excel workbook to file when running a report. If you’d like to catch up on it, then take a look here. Did you know that in addition to saving your reports in an Excel format, you have the option to run […]
SMEs need insight into data as much as big companies—if not more
In a climate of economic volatility, changing consumers, and globalized competition, small to medium-sized enterprises (SMEs) perhaps need access to accurate, actionable business insight into data even more than bigger enterprises do. Most SMEs are operating on tight margins and don’t have endless reservoirs of cash and credit. They need up-to-the-minute information about trends in […]
Learn how to save a report to file using Sage Intelligence
Apart from just running out a report, Sage Intelligence allows you to automatically save the generated workbook to a file during run-time. This is useful, for example, if you run a monthly sales report that needs to be saved to a central location for others to view. In this tip, I’m going to show you […]
The importance of financial reporting
According to research, 35% of organizations indicate that demand for expedited financial information delivery is their top pressure. Financial analytics and financial reporting, are valuable sources for informed decision-making across an organization, and should be part of your company’s analytics strategy. By leveraging a financial analysis and reporting solution integrated with your business management solution, […]
Two ways to create calculated columns and rows in your Sage Intelligence reports
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 […]
Six software features that add value to your analytics capabilities
Assuming your business already uses an integrated software system, you will also need reporting or business intelligence tools that can extract, clean, and transform the data into a format that’s meaningful for users. New tools and technologies are emerging to make information come alive, including data visualization, process simulation, and predictive techniques. By taking advantage […]
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 […]
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