Tips & Tricks

Learn different ways to add and edit Sage Intelligence formulas in the Financial Report Designer






Once you know how to create your own customized reports, using the Sage Intelligence Report Designer and Microsoft® Excel®, you have the power to analyze any aspect of your financials!  At the core of this is knowing how to add and edit Sage Intelligence formulas in a report.  In this tip, I’ll show you the […]

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Create your own Operational Report in Sage Intelligence Reporting Cloud






Do you want to create your own operational report and analyze it according to your specific reporting needs from Sage One International? Sage Intelligence Reporting & Microsoft Excel make this easy and quick to do. Applies to: Sage One International, Microsoft Excel 2013 & 2016 How do I do this? 1. Download one of the […]

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Learn how to consolidate different kinds of data into one report






Do you want to consolidate, bring together and analyze different kinds of data in one report?  You may want to view your financial, payroll and payments information in a single dashboard.  Currently, you may be spending a large amount of time reviewing these different reports to be able to draw a final conclusion.  In Sage […]

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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 Some of your reports may appear outdated or may require a change in branding based on new company policies.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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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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