Tips & Tricks

Part 3 of 3: Create and customize reports easily with the Financial Report Designer

You’ve reached the final part of this Sage Intelligence 3-part series. Let’s recap what we have been through so far. In Part 1, you learned how to get started with Sage Intelligence Reporting so that you can have accurate and timely financial statements available to understand and run your business effectively. Then, in Part 2, […]

Continue reading


Part 2 of 3: Learn how to customize your reports with Sage 50cloud Intelligence

Welcome to Part 2 of this three-part series! In part 1 we showed you how to get started with Sage 50cloud Intelligence. You’ll now discover how to easily customize your reports in the cloud. When working with Sage Intelligence reports in the cloud, there may come a time where you’ll want to further customize your […]

Continue reading


Part 2 of 3: Learn how to customize your reports with Sage 50 Intelligence Reporting

Welcome to Part 2 of this three-part series! In part 1 we showed you how to get started with Sage 50 Intelligence Reporting. You’ll now discover how to easily customize your reports. Intelligence Reporting pulls real-time data from Sage 50 – and other data sources you may want to report on – and delivers it […]

Continue reading


Part 1: Take a quick tour through Sage 50 Intelligence Reporting

Welcome to the first of a three-part series where you’ll discover how to get started with Sage 50 Intelligence Reporting (on-premise/desktop), so that you can easily manage your business financials. In this series, you’ll learn how to get a handle on your business’s financial reporting needs with quick and easy Intelligence Reporting tips.   Let’s […]

Continue reading


How to use the new “Up to Period” filter in Sage Intelligence for Accounting

Sage Intelligence now allows you to filter your report based on a fiscal period. No more cluttered reports, and no more redundant editing of report layouts to get your desired results! How Sage Intelligence determines Fiscal Periods Before we dive into the new ‘Up to Period’ feature, it is important for you to understand how […]

Continue reading


How to create and view your Management Packs in Sage 50cloud Intelligence

A financial report often needs to be consumed in conjunction with its fellow reports and by using a management pack, this allows for just that! With Sage Intelligence, you have the ability to create, edit and view these management packs. In this tip, we will highlight the flow of creating and viewing a Management Pack. 1. […]

Continue reading