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Home Blog Tips & Tricks Sage Intelligence Tips & Tricks
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Save your entire report to PDF using macros and Sage Intelligence
Being able to save your reports to PDF provides a convenient way to view and share them. Sage Intelligence provides two common ways that you can do this. These include; distributing a report as a PDF using the Distribution Options in Excel once a report has run out, and using the Generate Output File field […]
Learn how to quickly save your Excel management pack as a PDF
Do you have an Excel management pack with multiple worksheets and would like to save it as a PDF for convenient viewing and sharing? In this tip, I’m going to show you how easy this is to do. You have three options for this, but before continuing, there are a few things to take note […]
Learn how to flag missing accounts in your Sage Intelligence Financial Report Designer report layouts
Depending on your Sage business solution, you may or may not have the Missing Accounts feature in your Financial Report Designer report. Even if you have this functionality, you are still not automatically alerted that account level detail may be missing from your layout. In this tip, I’m going to share a way to identify […]
Learn how to hide rows and columns using Named Ranges
Do you have a workbook that could do with some neatening up? Being able to hide rows and columns in a report that contains data you don’t need to view is a great way to do this. An example of a report like this is a financial statement, which has account level detail and monthly […]
Using the Balance Type functionality in Sage Intelligence for Accounting
Would you like to separate your debit and credit balances while using the Excel Design Pane? If so, then the Balance Type function is for you. An example is if you want to create a Trial Balance with debit balances reflected in a debit column and credit balances reflected in a credit column.
Creating an organized folder structure in Sage Intelligence
With a disorganized reporting structure, finding anything specific can be like finding a needle in a haystack. Stop wasting time searching for reports by creating an organized folder structure with Sage Intelligence. The most effective folders structures are easy to use, so everyone can intuitively find the reports they’re looking for. Applicable Sage Business Cloud […]
Additional Sage Intelligence reports to boost your business
How would you like constant access to a library of additional reports? The Sage Intelligence Report Utility allows you to select the reports you like and automatically imports them into your Report Manager. All you need to do is download and install the Report Utility, select the reports you want, and click the Download button. […]
Understanding date formats in Sage Intelligence
If you’re a user of the Sage Intelligence Connector Module, you’ll know that the Connector maintains the links between your Sage Intelligence reports and your Sage Business Management Solution data sources. Different database systems store and recognise dates in different formats, and Sage Intelligence attempts to hide this detail from you by translating dates at […]
Learn how to use the Quick Create Report feature in Sage Intelligence
If you want to create a report quickly or you’re not sure how to design one from scratch, the Quick Create Report feature in Sage Intelligence is very easy to use. By simply selecting a set of pre-defined columns and rows, you’re able to set up a financial report in a matter of seconds. Then, […]
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