Tips & Tricks

Join Sally as she helps you forge ahead, making use of the Sage Intelligence Connector module






Sage Intelligence gives you a lot of value out-the-box, through the ready-to-use reports provided in the Report Manager and the free reports that you can access via the Report Utility.  If these aren’t exactly what you’re looking for then you also have the ability to tweak them to suit your needs or build your own […]

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8 tips to use when working with reports in the Excel Report Designer for Sage Intelligence






Sage Intelligence Reporting Cloud provides convenience to you as it lets you work in whichever environment you’re most comfortable in. You can either choose to design reports in your browser through the Online Report Designer or in Excel—through the Excel Report Designer. When making use of the Excel Report Designer, there are a number of […]

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Learn how to turn a single-company report into a multi-company report






In Sage Intelligence, a number of reports are provided out-the-box for each Sage product. Most of these are standard ‘single company’ reports with some of them provided as consolidation versions—allowing you to aggregate data from multiple companies and create a multi-company report. It is, however, possible to turn any standard report into a consolidation report, […]

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How to reverse the sign of an account in your Sage Intelligence Financial Report Designer






In the Sage Intelligence Financial Report Designer, account balances are returned in their “natural format” from your Sage accounting or business management solution.  Therefore, credit accounts (with a credit balance) are shown as negative values and debit accounts (with a debit balance) are shown as positives values.  However, in financial reporting, there are times when […]

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Hide a row or column when designing or editing reports in the Online Report Designer.






Creating a report can be a masterful art, and creating a report that is perfectly tailored to your audience can be an ever-evolving process – especially as the audience evolves. To ensure your report is concise and to the point, it is important to only show the items relevant to your viewers, and not any […]

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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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