Menu
Close
In financial reporting, it is common to refer to years other than the current one, for example; in an Actual vs Prior Income Statement (or Profit and Loss report). Sage Intelligence gives you several options to determine the year that you would like your columns to refer to when designing reports in the Online Report […]
You may be aware that Sage Intelligence allows you to connect to any ODBC compliance data source, meaning that you can access and report on information from just about anywhere in your organisation. Included is the ability to use Microsoft Excel as a data source, which is useful in cases where your business management or […]
Reporting Trees is a feature of the Financial Report Designer, and allows you to model organisational hierarchies based on the structure of your business. You can then filter your layouts by the different units in your trees to view your data in ways that make sense to you. Sage Intelligence makes use of wildcards to […]
In Sage Intelligence, account balances are typically returned in their “natural format” from your Sage accounting or business management solution. In other words, credit accounts (with a credit balance) are shown as negative values and debit accounts (with a debit balance) are shown as positives values. However, in financial reporting, there are times when the […]
Over the past year we’ve created a number of financial and sales reports, allowing you to get a handle on the financial position of your business and be able to keep track of your creditors and debtors. We’ve made these reports freely available to you through our Report Utility. Below is an example of just […]
There may be times when you want to run out the same report but with different parameters. For example, you may have a financial report that you want to run individually for three separate fiscal years. Typically, you would need to run out the report three times, once for each year. Did you know that […]
When designing reports in Sage Intelligence, you may create custom rows and columns that you might want to make use of in future reports. Sage Intelligence provides a convenient way to save these sets, making future report creation a breeze. In this tip, I’m going to show you how to work with the Quick Add […]
Sage Intelligence gives you a lot of value out-the-box, through the ready-to-use reports provided in the Report Manager and the free reports that you can access via the Report Utility. If these aren’t exactly what you’re looking for then you also have the ability to tweak them to suit your needs or build your own […]
Sage Intelligence Reporting Cloud provides convenience to you as it lets you work in whichever environment you’re most comfortable in. You can either choose to design reports in your browser through the Online Report Designer or in Excel—through the Excel Report Designer. When making use of the Excel Report Designer, there are a number of […]
In Sage Intelligence, a number of reports are provided out-the-box for each Sage product. Most of these are standard ‘single company’ reports with some of them provided as consolidation versions—allowing you to aggregate data from multiple companies and create a multi-company report. It is, however, possible to turn any standard report into a consolidation report, […]
© Sage South Africa Pty Ltd 2020
.
All Rights Reserved.