Top 5 Sage Intelligence Tips & Tricks of 2013

In 2013 we published 23 tips and tricks to help you use our software optimally for business reporting. Thank you for making use of them and for all your comments!

Here’s a countdown of the Sage Intelligence tips and tricks with the highest views in 2013:

5. How to check the expiry date of your license

This tip is for Sage 100 ERP Intelligence Reporting, Sage Intelligence Reporting for Enterprise Management and Sage Intelligence Reporting core software users. It shows you how to check when your license expires, allowing you to prepare ahead of time for renewals…read on.

4. How to drill down into values to view deeper level data

Sage Intelligence provides you with the ability to drill down to view the detail of the data being returned by a formula.  This tip shows you how to drill down into account balance and General Ledge transaction level details… read on.

3. Adding and Editing Formulas with Report Designer Add-In

There are two ways to add formulas to your Excel worksheet using the Report Designer Add-In Task Pane; this tip takes you through one of them…read on.

2. Using Formula Features in the Report Designer Add-In

This tip shows you how to make use of Microsoft® Excel® formula features within the Report Designer Add-In. Formula features covered are account ranges, mathematical calculations, wildcards, cell references …read on.

And the most popular Sage Intelligence tip in 2013 was…

1. Report Designer Add-In: Understanding the List Structure

To understand how the list structure in the Report Designer Add-In is formulated, you need to understand the general ledger chart of accounts hierarchy. This tip helps you with that…read on.

As you can see the top three tips in 2013 were about the Report Designer Add-In; making it the most popular topic last year! The Report Designer Add-In has revolutionized financial reporting in Sage Intelligence for Sage 100, 300 and 500 ERP and soon for Sage ERP X3. To find out more about the Report Designer Add-In, check out this “How to” YouTube video series.


If you are subscribed to our Excel Tips & Tricks you would have also received a countdown of our top 5 Excel Tips and Tricks in 2013 last week, if not, feel free to check it out. And FYI, our most read Business Intelligence blog article in 2013 was ‘4 Features in Excel 2013 to Make You Work Smarter!’ by Stephen Coull our Sales Director.

Happy 2014!