Want to start running your reports quickly? This tip will show you how to create a shortcut so that you can open Sage Intelligence immediately, not having to go open the Sage 100 ERP first. As of version 2014, Sage Intelligence Reporting is accessible from the Sage 100 ERP Modules Menu toolbar and Tasks tab; […]

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It’s time to stop manually distributing your reports and start saving time by scheduling your reports to automatically distribute themselves.  In this tip, we’ll show you how to quickly set up your automatic report distribution with your existing Sage Intelligence Report Manager and your Windows Task Scheduler. This process is made up of 3 easy […]

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Do you want to write a report that consolidates data for different companies even though the databases are not in the same locationserver? We’ll show you how, but, before you can create and design consolidated reports, you need to first understand the Connector module hierarchy and the process of creating new Connections, Containers and Expressions. […]

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We had a look at how you can summarize your data using Aggregate Functions in the first part of this two-part Tips series.  In this tip, we’re going to show you how you can use Aggregate Filters in the Sage Intelligence Report Manager to further summarize your data. Types of Aggregation used in Sage Intelligence […]

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You may find that your reports are taking some time to generate into Microsoft® Excel® or you have “excess” data being pulled into the Sage Intelligence Excel template.  To speed up your report generation process or to have the data summarized before it generates into Excel, you can make use of ‘Aggregate Functions’ and ‘Aggregate […]

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Applies to the latest versions of: Sage 100 ERP Intelligence Reporting Sage 300 ERP Intelligence Reporting Sage 500 ERP Intelligence Reporting Sage Intelligence – Financial Reporting for Sage ERP X3 Sage Evolution Intelligence Reporting Sage VIP Payroll Intelligence Reporting Sage 50 U.S. Intelligence Reporting Sage 50 Canadian Intelligence Reporting The Distribution option available with Sage […]

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In 2013 we published 23 tips and tricks to help you use our software optimally for business reporting. Thank you for making use of them and for all your comments! Here’s a countdown of the Sage Intelligence tips and tricks with the highest views in 2013: 5. How to check the expiry date of your license […]

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Reporting Tree functionality gives you greater flexibility in your financial reporting and allows you to model a reporting structure, irrespective of your GL configuration, and view your organization in many different ways with the click of a button! In this tip we should you how to view, use and manage Reporting Trees in the Report […]

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Sage Intelligence provides you with the ability to drill down to view the detail of the data being returned by a formula.  Follow the steps below to learn how to drill down into account balance and General Ledge transaction level details. Applies to: Sage 100 ERP Intelligence Reporting Sage 300 ERP Intelligence Reporting Sage 500 […]

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In this week’s tip we show you how to make use of Microsoft® Excel® formula features within the Report Designer Add-In. Formula features that will be covered are account ranges, mathematical calculations, wildcards, cell references, and displaying cell formulas instead of values. Applies to: Sage 100 ERP Intelligence Reporting Sage 300 ERP Intelligence Reporting Sage […]

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