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With the new release of Sage Intelligence for Accounting, you’ll not only notice a fresh, new user interface that’s easy on the eyes, but also a redefined user experience that will help make your reporting solution even more intuitive and easy to use. But here’s the best part. We’ve also added a new Additional Reports […]
This report helps you flag customers who are currently overdue and owe you money. With this report, you’ll be able to drill-down to specific customer information to follow up on the outstanding amounts as soon as possible—which will help your business cash flow. There are 3 pages to this report, namely; Overdue Customer Dashboard, Detail, […]
When you use the Sage Intelligence Report Manager module, you will see an array of icons on the menu ribbon. Here is a quick tip on their functionality. Take note that icons will activate / deactivate based on your selection in the object window. These icons are available on software using Sage Intelligence Core 7.3 […]
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 […]
This tip is useful when you want to replace or find text using Wildcards, e.g. if you have a column where you would like to replace everything after the space character with text. What are Wildcards? Wildcards are characters that are used to represent one or more characters. The following wildcard characters can be used […]
Sorting data in alphabetical order or numerical order is helpful when you have large amounts of data in the PivotTable you created. Sorting lets you organize the data so it is easier to find the items you want to analyze. 1. Within the PivotTable, click a field in the row or column you want to […]
In a previous tip, we showed you how you can navigate around a data list quickly using keyboard shortcuts. To view the tip, take a look here. By combining the same shortcuts with the Shift key, you can easily make selections in your data for editing purposes. Assume that you have a data list with […]
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 […]
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 […]
This is a tip that you’re going to really enjoy if you love imagery and visualisations in your spreadsheet! It’s not the most useful tip in the world, but for most people, especially the creative types—it will put a smile on your face because it’s so much fun to play with. In this tip, I’m […]
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