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Do your financial and operational reports include rows with zero values? Do you feel that your reports would be tidier and more readable if you could hide these rows? Because Sage Intelligence Reporting uses Microsoft® Excel®, you can easily remove these rows. In this tip we will show you how, using Macros. Add the Developer […]
Are you looking for additional reports over and above the standard reports that ship with your Sage Intelligence Reporting software? You’ll find them on the Free Report Templates group on our Community. To get access to the reports on the Free Report Templates group, you will need to join the Community, which is free too! […]
Report Manager filters and parameters let you summarize your report data in creative ways and can allow your reports to run faster. They however only act on the WHERE clause in the SQL that is executed for the report. Pass-through variables give you more flexibility by allowing other parts of your SQL to be affected […]
If you’re familiar with Sage Intelligence, you will know that the Report Manager allows you to include certain parameters on sheet two of a report. These parameters provide useful information which you can add to your layouts, for example Run Date and Report Name. By default, the Financial Report Designer doesn’t include a parameters sheet. […]
This Sage Intelligence tip will show you how you can create a rolling income statement, which will combine actuals, budgets and forecasts into a single layout, such as the one below: So let’s start off with a few definitions: Budgeting: In essence, a budget is a quantified expectation for what a business wants to achieve. […]
Here’s a roundup of the top 5 tips, based on how many of you clicked on the links to view them: 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 […]
Ever wondered how you could effectively and more efficiently analyze your sales data without having to run through multiple reports and spreadsheets? The answer is simple – create a dynamic Sales Dashboard. With a dashboard created off the sales container in the Sage Intelligence Connector module, you can quickly view trends, sales dates, various customers, […]
This tip only applies to Sage 50 Accounting U.S. Edition Intelligence Reporting. Would you like to have control over who can run certain reports from Sage 50 Intelligence Reporting, or which reports other people can access? You can do it using the dynamic security features in Sage 50 Accounting and Intelligence Reporting. You can “lock […]
Can’t find a certain field in your database to use in your report? Maybe the result comes from a calculation between two or more fields in your data source. If you’re not familiar with SQL you can use a Microsoft® Excel® formula to add a calculated field to your source data. In this example we […]
You don’t have to be a SQL expert to join tables using Sage Intelligence. The Graphical Join Tool in the Connector makes it easy. Often the data we need for our reports comes from joining two or more tables. The following process lets you quickly and easily join tables without having to know SQL, simply […]
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