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With a disorganized reporting structure, finding anything specific can be like finding a needle in a haystack. Stop wasting time searching for reports by creating an organized folder structure with Sage Intelligence. The most effective folders structures are easy to use, so everyone can intuitively find the reports they’re looking for. Applicable Sage Business Cloud […]
How would you like constant access to a library of additional reports? The Sage Intelligence Report Utility allows you to select the reports you like and automatically imports them into your Report Manager. All you need to do is download and install the Report Utility, select the reports you want, and click the Download button. […]
If you’re a user of the Sage Intelligence Connector Module, you’ll know that the Connector maintains the links between your Sage Intelligence reports and your Sage Business Management Solution data sources. Different database systems store and recognise dates in different formats, and Sage Intelligence attempts to hide this detail from you by translating dates at […]
If you want to create a report quickly or you’re not sure how to design one from scratch, the Quick Create Report feature in Sage Intelligence is very easy to use. By simply selecting a set of pre-defined columns and rows, you’re able to set up a financial report in a matter of seconds. Then, […]
Did you know that whether you are using a standard or a customised Sage Intelligence report, you’re free to add additional fields to it in the Sage Intelligence Report Manager? There are a couple of reasons why you might want to do this. For example, perhaps the report doesn’t have a particular field you want […]
No matter what time of day it is, it’s never a good time for Sage Intelligence errors. What can you do to resolve these errors on your own? And, what can you do next? Sage Intelligence has made it possible to triage these issues, and if you can’t figure it out on your own—you can […]
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 […]
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 […]
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 […]
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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