Sage Intelligence Tips & Tricks

Sage Intelligence tips and tricks provide informative pointers to help you get the most out of your Sage Intelligence Reporting software. If you enjoy our tips, consider subscribing.

In our last tip, you were introduced to the new financial ratio reports provided through the Report Utility, which you can use to perform a health check of your business.  If you didn’t catch it, or would like to brush up on it, you can find it here. Although the reports are comprehensive, they don’t […] Read more →

At Sage Intelligence, we believe in providing you with the right information to help you improve the running of your business, and give you back your time.  One of the ways we do this is through the free Financial Ratio reports that you can access through our Report Utility. Over the past few weeks, we’ve […] Read more →

In our last tip, you discovered that with an existing report, you’re able to make and save changes to a layout as a result of the Excel template that is associated with it.  This means that any modifications you make persist each time the report is run, with the latest data being populated.  If you’d […] Read more →

Sage Intelligence Reporting allows you to create reports of your own, as well as customize your existing ones, all in the familiar environment of Microsoft® Excel®.  This is based on the Excel template that gets attached to each report.  Once it's linked back, after any changes have been made, the formulas will update seamlessly with […] Read more →

Get your filters to stick in PivotTable reports

Have you ever tried to make use of filters in your PivotTable reports, only to find that they don’t stick when you save your template back to the report in the Report Manager?  When your workbook is generated, maybe you’d prefer blank items to be hidden, or you would like it to default to the […] Read more →

Have you ever distributed reports containing PivotTables and found that your recipients aren’t able to interact with them, only having a snapshot of the data? Wouldn’t it be great if they could have some of the same functionality you do, like the ability to filter, drill down, or add other fields that may be of […] Read more →

In this tip, we continue from where we left off with the previous tip, and will demonstrate how you can use system variables when scheduling reports to run automatically. This will reinforce how they are applied during the scheduling process. If you didn’t catch the previous tip, you can find it here. There are many […] Read more →

Have you ever wondered how you can set up your reports to pull data from the same day you run them, without having to manually change the Parameter values each time? Sage Intelligence System Variables make this possible and allows for more efficient report running. This works especially well when scheduling reports to run.  In […] Read more →

Get a handle on your Sales Flash Report and the AVERAGEIF Function

Would you like to keep track of your most important sales indicators in no time at all?  If so, why not check out the free Sales Flash Report provided through the Sage Intelligence Report Utility.  This report gives you a quick view of your Sales over a particular day or period and includes measures like […] Read more →

In our previous two tips we focused on Distribution in Sage Intelligence Reporting.  In the first tip we showed you how Intelligence Reporting gives you the option to send reports either with embedded formulas or without. When doing so, you also need to take into consideration whether your recipients have Intelligence Reporting installed or not. In the last […] Read more →