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If you have used the Financial Report Designer to create reports, you may have taken advantage of Reporting Trees as a way of filtering them. If you then intend on sharing these reports with other counterparts and want them to be able to filter by the same tree structures, then, rather than having them re-create […]
In the Sage Intelligence Financial Report Designer, account balances are returned in their “natural format” from your Sage accounting or business management solution. Therefore, 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 […]
Once you know how to create your own customized reports, using the Sage Intelligence Report Designer and Microsoft® Excel®, you have the power to analyze any aspect of your financials! At the core of this is knowing how to add and edit Sage Intelligence formulas in a report. In this tip, I’ll show you the […]
Do you want to create your own operational report and analyze it according to your specific reporting needs from Accounting International? Sage Intelligence Reporting & Microsoft Excel make this easy and quick to do. Applies to: Accounting International, Microsoft Excel 2013 & 2016 How do I do this? 1. Download one of the standard Intelligence […]
Do you want to consolidate, bring together and analyze different kinds of data in one report? You may want to view your financial, payroll and payments information in a single dashboard. Currently, you may be spending a large amount of time reviewing these different reports to be able to draw a final conclusion. In Sage […]
Do you want to be able to conveniently update your Sage Intelligence reports? Some of your reports may appear outdated or may require a change in branding based on new company policies. You may also want to add new functionality based on later versions of Excel. This is quick and easy to do with the […]
Accountants, bookkeepers and financial analysts alike will tell you one of the most sought after capabilities of a well-tuned accounting package is time efficiency. No one wants to spend unnecessary time having to enter monotonous data. This is where a well-specified reference sheet in your Sage Intelligence reports can be of immense help. Take the […]
At Sage Intelligence, we recently released our brand new Learning Portal. It consolidates all of our learning resources into one, easy-to-use online library and is categorized to meet your level of knowledge and guide you to mastering your product. In this tip, I’m going to show you how to access the Sage Intelligence Learning Portal […]
Understanding cash flow is a vital component of any business. According to Eric T. Wagner, contributor for Forbes, “At surface level, the primary reason businesses fail is that they simply run out of cash.” Knowing how much money is coming into and going out of your business means you can determine your net cash flow […]
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