Tips & Tricks

Learn how to quickly and easily make changes to the design of your Sage Intelligence Reports






Do you want to be able to conveniently update your Sage Intelligence reports? Some of your reports may appear outdated or may require a change in branding based on new company policies. You may also want to add new functionality based on later versions of Excel. This is quick and easy to do with the […]

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Creating a reference sheet in your Sage Intelligence reports






Accountants, bookkeepers and financial analysts alike will tell you one of the most sought after capabilities of a well-tuned accounting package is time efficiency. No one wants to spend unnecessary time having to enter monotonous data. This is where a well-specified reference sheet in your Sage Intelligence reports can be of immense help. Take the […]

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The Sage Intelligence Learning Portal is here! Here’s how to use it…






At Sage Intelligence, we recently released our brand new Learning Portal.  It consolidates all of our learning resources into one, easy-to-use online library and is categorized to meet your level of knowledge and guide you to mastering your product.  In this tip, I’m going to show you how to access the Sage Intelligence Learning Portal […]

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3 PivotTable Improvements in Microsoft Excel 2016






The PivotTable is one of the easiest tools used to transform huge amounts of data into meaningful reports. Excel didn’t disappoint with the improvements that have been made to PivotTables in their 2016 version. These include the following; Field List search, Automatic Time Grouping, and Multi-select Slicers. In this tip, we explore some improvements made […]

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Learn how to grant or restrict access to reports in the Sage Intelligence Report Viewer






Did you know that you can grant or restrict access to reports in the Sage Intelligence Report Viewer? Sage Intelligence makes this easy to do.  Perhaps you’re busy developing a new report and you don’t want users to be able to run it from the Viewer until you’re happy with it.  In this tip, I’m […]

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