Our top 5 Sage Intelligence tips shared in 2014

Here’s a roundup of the top 5 tips, based on how many of you clicked on the links to view them:

  1. Quickly and easily automate the calculation of your data

Gone are the days of manual reporting and repetitive copying and pasting to set up your reports.  Sage Intelligence saves you time by automating reporting at the click of a few buttons.  For example, when you add formulas to a source sheet to calculate additional data fields and run out the report again, the calculations for any additional transactions or accounts are not brought through unless you extend the formulae to cater for them.  You may have already been doing this manually.  Did you know you can automate it?

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  1. Summarizing or grouping data in your reports (Part 2): Aggregate Filters

This tip was the last in a two-part series. In the first part we showed you how to summarize your data using Aggregate Functions.  In this tip, we show you how you can use Aggregate Filters in the Sage Intelligence Report Manager to further summarize your data.

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  1. How to add a container using the Graphical Join Tool

Often the data we need for our reports comes from joining two or more tables.  The process demonstrated in this tip helps you quickly and easily join tables without having to know SQL, simply by clicking and dragging a connection between the fields in a group of tables.

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  1. How to perform a check test on a database

Connecting a report to a database can be a daunting task for any “non-technical” Sage Intelligence user. When selecting a report to run out, it is important that the system knows what data you would like to use. To check if the report you selected has been successfully connected to a database, perform a Check/Test.

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  1. How to view and add missing accounts to your report layouts

To write a comprehensive and insightful report, it’s advised that you use all the account information available in your General Ledger (GL). To extract accounts from your GL and list them in your report layouts we recommend that you use Account Ranges and Category Codes. However, if additional accounts are added to your GL that fall outside these ranges, they will not reflect in your layouts. You can view omitted accounts and add them to your layouts by using the Missing Accounts feature in the Sage Intelligence Report Designer Task Pane.

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