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Did you know that whether you are using a standard or a customised Sage Intelligence report, you’re free to add additional fields to it in the Sage Intelligence Report Manager? There are a couple of reasons why you might want to do this. For example, perhaps the report doesn’t have a particular field you want […]
No matter what time of day it is, it’s never a good time for Sage Intelligence errors. What can you do to resolve these errors on your own? And, what can you do next? Sage Intelligence has made it possible to triage these issues, and if you can’t figure it out on your own—you can […]
Did you know that in Sage Intelligence you can design a report in one company and view that same report in a different company? That’s right, just as long as those companies carry the same account structure, you can share your report. This report will go through the following process: Designed in one company Exported […]
Have you ever run out a report only to find the need to change the sorting of a specific field once the output is in Excel? This can be quite taxing, especially if you run multiple reports with a lot of data on a regular basis, and if you need to sort multiple columns on […]
In our last tip, we showed you how to save a copy of your Excel workbook to file when running a report. If you’d like to catch up on it, then take a look here. Did you know that in addition to saving your reports in an Excel format, you have the option to run […]
Apart from just running out a report, Sage Intelligence allows you to automatically save the generated workbook to a file during run-time. This is useful, for example, if you run a monthly sales report that needs to be saved to a central location for others to view. In this tip, I’m going to show you […]
To create insightful and highly customizable reports, Sage Intelligence provides you with the ability to add calculated columns and rows to your reports. These can be used to calculate, for example, variances, totals and other indicators at account and account category level, or based on your columns. The below provides and explanation of the different […]
In our last tip, I showed you how to create a Consolidation Connection in the Connector module, which lets you combine data from different companies into a single report to obtain a holistic view of your organization. If you would like to review the tip, you can find it here. Once one is created, there […]
Sage Intelligence allows you to report on data from different companies in a single report to obtain a holistic view of your organization and allow you to carry out more detailed comparative analysis. The primary way to do this is through a Consolidation Report that uses a Consolidation Connection. Once a Consolidation Connection has been […]
Did you know that apart from being able to run reports out to Excel, Sage Intelligence allows you to switch output modes which can be useful when designing and debugging reports? Two additional options are provided, output to Screen and output to SQL. Output to Screen does away with rendering a report to Excel and […]
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