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Gain added flexibility by downloading your Sage Intelligence reports to Excel

When working with Sage Intelligence, you may feel the need to make changes to your reports using functionality that isn’t included online, like adding tables, charts, trendlines, etc.  If this is you, then Sage Intelligence has you covered by allowing you to download and open your reports in Microsoft Excel, giving you access to standard […]

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Learn how to use Column Variables for more descriptive headings in your cloud reports

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 […]

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Learn how to check your Containers in the Sage Intelligence Connector module

Being able to check if the components of a report are functioning as expected while working with them can help provide a smooth workflow and save time dealing with problems later in the report creation process.  Also, if you do come across errors in a report, being able to test its components easily allows for […]

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Learn how to use Title Variables in your Sage Intelligence reports

Having a meaningful title for a report can help make its intention clear.  For example, being able to add a date to a report name allows you to tell at a glance what information the report is referring to, and having this work dynamically is an obvious convenience.  Sage Intelligence has now made this possible […]

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Save time by using shortcut keys in Sage Intelligence

Shortcut keys are common in many software applications and can save you time by making common functions easy to perform.  Sage Intelligence is no different, and several shortcuts are provided in both the Report Manager and Connector.  They are as follows: CTRL + R In the Report Manager, selecting a report and pressing CTRL + […]

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How to keep your Report Manager tidy by hiding reports you don’t use

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 […]

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