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 […]
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Download our latest Report Utility tool, giving you the ability to access a library of continually updated reports. You don’t need to waste time manually importing new reports, they are automatically imported into the Report Manager module for you to start using.Sage Intelligence Tips & Tricks
Our Sage Intelligence Tips and Tricks will help you make the most of your favorite reporting solution.Excel Tips & Tricks
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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 […]
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 […]
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, […]
8 tips to use when working with reports in the Excel Report Designer for Sage Intelligence
Sage Intelligence Reporting Cloud provides convenience to you as it lets you work in whichever environment you’re most comfortable in. You can either choose to design reports in your browser through the Online Report Designer or in Excel—through the Excel Report Designer. When making use of the Excel Report Designer, there are a number of […]
Learn how to turn a single-company report into a multi-company report
In Sage Intelligence, a number of reports are provided out-the-box for each Sage product. Most of these are standard ‘single company’ reports with some of them provided as consolidation versions—allowing you to aggregate data from multiple companies and create a multi-company report. It is, however, possible to turn any standard report into a consolidation report, […]
Learn how to share your Reporting Trees
If you have used the Financial Report Designer to create reports, you may have taken advantage of Reporting Trees as a way of filtering them. If you then intend on sharing these reports with other counterparts and want them to be able to filter by the same tree structures, then, rather than having them re-create […]
Learn different ways to add and edit Sage Intelligence formulas in the Financial Report Designer
Once you know how to create your own customized reports, using the Sage Intelligence Report Designer and Microsoft® Excel®, you have the power to analyze any aspect of your financials! At the core of this is knowing how to add and edit Sage Intelligence formulas in a report. In this tip, I’ll show you the […]
5 Reasons why small and midsized businesses trust Sage Intelligence
In today’s competitive business environment, small business owners and mid-sized business managers need to dedicate their skills to managing their businesses, and not sifting through endless reports trying to make sense of heaps of information. A snapshot view of your business is critical in a business environment when there is so much valuable information floating […]
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