Tips & Tricks

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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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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Conveniently remove blank item rows in your PivotTable reports






When creating reports, it’s usually preferred that rows with irrelevant data are excluded—as this results in a tidier, more readable report.  When it comes to PivotTable reports, this can include rows with blank items.  Below is an example of a report with them shown. To get rid of them, we have an add-in specifically for […]

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Learn how to report on more than just your financials in the Financial Report Designer






The Sage Intelligence Financial Report Designer report provides a comprehensive tool for your financial reporting needs.  However, there may be times when you’d like to include other data in it to add to the information you can report on in a single report. Although the Report Designer has a defined structure which must be maintained, […]

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