Did you recently upgrade your Sage Intelligence Reporting software and now can’t see your new or updated reports in Report Manager? Don’t worry, you can quickly and easily access your reports using the Report Managers’ Bulk Import and Update feature. The purpose of bulk importing is to automatically import new and updated reports that are […]

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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 […]

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In the past few weeks we’ve focused our tips on the Layout Generator Calculator which can be found in the Report Designer. Staying on the same topic, we want to share another great feature of the calculator today; the set % option. If you want to view your percentage based calculations as a percentage, rather […]

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If you’re familiar with the Layout Generator in the Report Designer, you will know that it includes a number of standard calculations that make it easier to design your report layouts. Standard calculations may however not cater for all situations. The Layout Generator’s built in Calculator solves this by allowing you to create your own […]

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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 […]

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Connecting to a database can be a daunting task for any “non-technical” user. In fact, even using the word database is not desirable. So here is a quick tip that will get you up and running in no time. If you have ever been faced with the below error, then this tip is for you. […]

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As we were all told in school math classes, there is no use in just showing the answer, you need to show how you got to the answer! The same principle applies to financial reports.  Readers of your reports will often want to know how you arrived at that result.  If they are not interested […]

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The Sage Intelligence Report Designer uses a reporting model which makes all relevant financial data available to report on. The data is retrieved from your ERP or Accounting software, pulled into Microsoft Excel tables and then loaded into memory. The Excel reporting tools, such as the Report Designer Task Pane, then interact with the data […]

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It’s often useful to be able to quickly see which parameters a formula contains, particularly when you are creating your financial reports using the Sage Intelligence formulas available in the Report Designer Task Pane. By using the following shortcut, you will be able to see all the parameters your Sage Intelligence formula contains. Run out […]

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