Scenarios to consider when distributing your Sage Intelligence reports

Resource-banners-reportsIn our previous tip we mentioned three ways Sage Intelligence allows you to distribute reports and how to set up your instructions to send them with static values or embedded formulas. The functionality to send reports with embedded formulas was added in core version 7.5 of the software and the tip can be found here:

Distribute your Sage Intelligence reports either with or without embedded formulas

When distributing your Sage Intelligence reports, the ability a recipient has to analyze them, usually depends on whether or not they have Sage Intelligence Reporting installed. In this tip we’ll take a closer look at certain scenarios you might encounter and offer solutions that will allow your recipient to view your reports regardless.

 

Scenario 1

My report contains calculations but my recipients don’t need to change or analyse the information.  They only need to view it. They have Intelligence Reporting installed.

For this you can send your report with static values, as embedded formulas are not required.

Scenario 2

My report contains calculations but my recipients don’t need to change or analyse the information.  They only need to view it. They do not have Intelligence Reporting installed.

Here you should send your report with static values. If your report includes Sage Intelligence formulas and is sent with embedded formulas, they won’t function, as Intelligence Reporting isn’t installed.

Scenario 3

My report contains only Microsoft® Excel® formulas or PivotTables and my recipients need to make changes or see how values are derived. They also have Intelligence Reporting installed.

In this case you should send your report with embedded formulas. This will allow recipients to analyse it as needed. In the case of PivotTables, once their connections are refreshed (using Refresh All on the Data tab), they can be edited.

Scenario 4

My report contains only Excel formulas or PivotTables and my recipients need to make changes or see how values are derived.  However, they do not have Intelligence Reporting installed.

In this case the same suggestion as above in scenario 3 is recommended. You should send your report with embedded formulas.  Any Excel functions will be present and can be analysed. In the case of PivotTables, once their connections are refreshed, they can be edited.

Scenario 5

My report contains Report Designer formulas and my recipients need to make changes or see how values are derived. They have Intelligence Reporting installed.

For this you need to send your report with embedded formulas. This will allow the Report Designer formulas to be retained and since the recipients have Intelligence Reporting installed, they will function. Any Excel formulas will also be retained. They can then be analysed as needed.

Note that in order for the Report Designer functionality to work, a Report Designer license is needed. This is however a site license so if you are sending to people in your organisation, you can assume that the functionality will work. If you are sending to recipients outside of your organisation, you’ll need to confirm that they have a license. If they don’t then the next scenario should be considered.

 Scenario 6

My report contains Report Designer formulas and my recipients need to make changes or see how values are derived. They do not have Intelligence Reporting installed.

In this case, if sent with embedded formulas, the Report Designer functionality won’t work. The report should be sent as in Scenario 2, with static values, so that users can at least see the results.


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