Introducing the new Sage Intelligence Report Utility

Nov 10, 2015 Sage Intelligence Tips 1 Comment Sage Intelligence Tips & Tricks

The Report Utility is the latest reporting innovation from Sage Intelligence and makes accessing our free reports a whole lot easier. By installing the Report Utility on the machine you run Sage Intelligence on, it provides you with numerous free reports that are available for your solution. You can then select the ones you want […]

Learn what to do if your BI Tools tab goes missing in Sage Intelligence

Oct 27, 2015 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks

In our last tip we showed you what to do if your Task Pane goes missing. You can find it here. This time we’re going to follow the same thread and look at what to do if your BI Tools tab disappears. Step 1 The first thing to do is make sure that in Excel, […]

Learn what to do if your Task Pane goes missing when using the Report Designer

Oct 14, 2015 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks

The Task Pane and BI Tools have become two of the most leading features of Sage Intelligence. Now imagine the feeling of opening your reports, only to find that they are not there! In today’s tip we show what to do if your Task Pane goes missing. Although we design our software to be robust, […]

Overcome these errors when using a Multiselect Lookup Type with a Pass Through variable

Sep 22, 2015 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks

In our last tip we showed you how to use a Code Description pair to make your lookups more descriptive. The same principle can be applied when using a Pass Through Variable in your reports. Although standard Expressions and Pass Through Variables include some of the same lookup types, the Pass Through variable also has […]

Learn how to make your lookups more descriptive

Sep 8, 2015 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks

Sage Intelligence gives you the ability to make your Lookups more descriptive, giving you a better understanding of the values you are selecting and helping you to filter the right information. This is done by using a code and description pair as the Lookup Type in the Connector. In this tip we’ll show you how […]

How to reduce the size of your Report Designer workbook allowing for a faster run time

Aug 25, 2015 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks

The Report Designer is a powerful tool designed to meet your financial reporting needs. Based on your company data, the resulting workbook can be large in size and depending on your requirements, a lot of the information it contains may not be necessary. Take the example of a report writer we worked with recently. Using […]

Filter your Union Report with a single parameter

Aug 11, 2015 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks

The parameters in the Sage Intelligence Report Manager lets you easily filter your reports with values you need to enter at run time. In a Union Report you may have two or more sub reports that you would like to filter by the same value. You could achieve this by adding the same parameter to […]

How to format your financials when distributing your reports using the Excel TEXT Function

Jul 28, 2015 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks

You’re probably aware that when distributing reports via email, you can reference cells from the layouts you’re sending in your email body. This is useful, for example, if you want to provide a summary of your report for your recipients. This is useful, for example, if you need to provide a summary of your report […]

How to send your reports to a distribution list

Jul 13, 2015 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks

This week’s tip is targeted at showing you how to distribute your reports to a “distribution list”. The term ‘distribution list’ is a feature that allows you to create a list of email addresses so that you can email your reports to everyone on that list, all at once. Have you ever reached that point, where […]

Learn how to use your Sales report to create a sales commission calculator

Jun 9, 2015 Sage Intelligence Tips Leave a comment Sage Intelligence Tips & Tricks

One of the features that customers often look for in an accounting or sales software package is the ability to calculate commission. Generally, sales reps earn a percentage income for any sales they produce in a given period, this income is referred to as commission. Not many accounting software packages built for small businesses calculate […]

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Introducing the new Sage Intelligence Report Utility

Learn what to do if your BI Tools tab goes missing in Sage Intelligence

Learn what to do if your Task Pane goes missing when using the Report Designer

Overcome these errors when using a Multiselect Lookup Type with a Pass Through variable

Learn how to make your lookups more descriptive

How to reduce the size of your Report Designer workbook allowing for a faster run time

Filter your Union Report with a single parameter

How to format your financials when distributing your reports using the Excel TEXT Function

How to send your reports to a distribution list

Learn how to use your Sales report to create a sales commission calculator

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