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        Home Tips & Tricks Sage Intelligence Tips & Tricks Page 19

        Tips & Tricks

        Locking Reports

        Jul 13, 2011 alchemextips Leave a comment Sage Intelligence Tips & Tricks

        Locking Alchemex Reports Locking a report freezes the properties of a report so that it cannot be modified by other users. Users can then only run and view the report. 1.    To lock a report, select the report that you want to lock 2.    Right click and select Lock from the Drop down menu   […]

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        Generate Output File

        Jul 13, 2011 alchemextips Leave a comment Sage Intelligence Tips & Tricks

        Generating an Alchemex Report to an Output File There may be some employees in your organization that need to view Alchemex reports, but do not need access to the Alchemex software. All Alchemex reports can be generated to a specified output file on a Server or network location. The employees can then access this specified […]

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        The IS IN Parameter Option

        Jun 8, 2011 alchemextips Leave a comment Sage Intelligence Tips & Tricks

        Question:  Is it possible to create a parameter that allows one to select one or multiple customers from a given list when running a report? This will enable our debtor’s clerk to run the customer balances for select customers at run time. Answer: Yes, by using the IS IN comparison method. 1.         Select the desired […]

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        Autochanging

        Jun 8, 2011 alchemextips Leave a comment Sage Intelligence Tips & Tricks

        Changing the Report Parameter Lookup Limit on a Report To change the Report Parameter Lookup Limit you need to open the Configuration Tool Browse to c:[instDir]… (Installation Directory)        Launch PLCONFIG.EXE Change the “Parameter Lookup Setting” to the desired value and then press save                  

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        Auto Emailing Using Chosen Parameter

        May 11, 2011 alchemextips Leave a comment Sage Intelligence Tips & Tricks

        Auto-emailing a report on a chosen parameter I am seeking a way to automatically email a report dependent upon the parameter chosen for the report. I would like to use the email plug-in but I want the report to run for a set of parameters and dependent upon the parameter chosen it will look up […]

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        Using Excel as a Data Source

        Apr 13, 2011 alchemextips Leave a comment Sage Intelligence Tips & Tricks

        Using Excel as a Data Source for Reports Question: I have added an Excel file as a data connection and tested the connection successfully.  The excel file has 4 columns of data which I was instructed to create as “Named Fields”. When I go to add a container, type = table, I see all 4 fields and […]

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        RM Toolbar Explained

        Apr 13, 2011 alchemextips Leave a comment Sage Intelligence Tips & Tricks

        Question: I am using the Alchemex Report Manager Module, there are a lot of icons on the toolbar, but I am unsure of what their functionality is? The Report Manager Toolbar has various Icons:     To activate the icons you needto select a specific report in the report manager.  

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        Proxy Server Settings

        Mar 9, 2011 alchemextips Leave a comment Sage Intelligence Tips & Tricks

        Getting software updates by using a proxy server *This tip only applies to Alchemex 6.8 and earlier, if using Alchemex 7.0 you can receive the latest updates by downloading newer Alchemex installs from our website Question: How do I get software updates if I am using a Proxy Server? How: Using Proxy Server Settings Alchemex […]

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        Converting an Excel 2003 Report Template to Excel 2007

        Mar 9, 2011 alchemextips Leave a comment Sage Intelligence Tips & Tricks

        Converting an Excel 2003 template – (xlt), to a Excel 2007 template – (xltx) I would like to convert my Alchemex Report templates from Excel 2003 to Excel 2007 Process: Run your existing Excel 2003 report out as normal in Excel 2007 Minimise Excel 2007 Go back to Report Manager and unlink the xlt template […]

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        Serializing Alchemex 7 Smart Reporting

        Feb 9, 2011 alchemextips Leave a comment Sage Intelligence Tips & Tricks

        Serializing your Alchemex 7 Smart Reporting Installation Online To prevent software piracy and illegal use of Alchemex 7 Smart Reporting, the software needs to be serialized once a year. The process involves downloading files and information from the update server that re-enables the software. Once downloaded the Update Module on each client workstation must be […]

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