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Using the Ribbon There are many useful buttons on the ribbon for Report Manager along with the shortcut menu (also known as the right-click menu). There are also additional tabs which will give you access to more options. For example, in the Tools ta...

Over the past few years, there has been some considerable confusion on how Sage Intelligence Reporting licensing is applied between companies, over networks and on single workstations. It has forced many customers’ to make considerable and unne...

If you want to determine which Container is linked to a report, you can do so from Report Manager.  This tip will also show you how to determine which reports are linked with Containers from within the Connector. First, this example is using a U...

The Report Tools are provided to offer extra functionality from within Microsoft® Excel®.  They can be found on the BI Tools tab when the reports are run out to Excel from the Sage Intelligence Report Manager. This however excludes any F...

There may come a time when you want to choose parameters from a list that determines what data is run for the report. For example, you can select a warehouse from a list of warehouses that will send only the data for the chosen warehouse to the repor...

An expression in Sage Intelligence Reporting is a selection from the available fields of a data source, that either become columns in the Excel report or provide filtering assistance. Expressions reside in the Container within the Connector and...

Upgrading from an older version of Sage Intelligence Reporting to a newer version is easy. This tip helps explain the process and highlights a few points to be aware of. First of all, any existing reports in your current version of Sage Intellig...

Sage Intelligence Reporting uses a Workstation Licensing model. Almost every Sage solution comes with at least one Report Manager license. That license, and additional licenses you buy, are managed through the License Manager module.  The ...

Sage 50 Intelligence Reporting uses a metadata repository to store all its metadata, including connection, container and report information. Since a site may have more than one set of company data (for example, a holding company that has 5 separ...

We recommend the following six best practices when writing your reports: Use cell references to enter data into formulas. Using cell references in formulas allows the formula to update when the data is changed at a later date, without having to man...

This tip will assist you with creating a very basic Rolling Income Statement formula using the Sage Intelligence Financial Report Designer.  We will be using the main accounts to report from, with current period figures, and our example database...

The Security Manager is an administration tool that lets an administrator manage roles (user groups) and assign users and reports to each role. When security is enabled the user will be required to login and then will only have access to the reports ...

If you find that a report does not include a field you wish to see then there are options by which you can add it. When you run a Sage Intelligence report that includes a PivotTable you can search for fields from the PivotTable Field list in Excel. T...

The Sage Intelligence Reporting Report Manager enables you to run out relevant reports, author new reports (organize, create, and edit), filter and aggregate data, as well as create new reports with the standard data tables available. This t...

Have you ever wondered how you can set up your reports to pull data from the same day you run them, without having to manually change the Parameter values each time? Sage Intelligence System Variables make this possible and allows for more efficient ...

In the Report Manager there are several, helpful shortcuts you can use to simplify your use of it.  Below is a list of them and also where to find them.   To find this list go to the Report Manager, select the Help Tab and then select ...

We have come to the final part of this Sage Intelligence 3-part series! Let’s take a look at what we have been through so far. In Part 1, you learned how to get started in the cloud with Sage 50cloud Intelligence giving you insta...

You’ve reached the final part of this Sage Intelligence 3-part series. Let’s recap what we have been through so far. In Part 1, you learned how to get started with Sage Intelligence Reporting so that you can have accurate a...

Welcome to Part 2 of this three-part series! In part 1 we showed you how to get started with Sage 50cloud Intelligence. You'll now discover how to easily customize your reports in the cloud. When working with Sage Intelligence reports in the cloud, ...

Welcome to Part 2 of this three-part series! In part 1 we showed you how to get started with Sage 50 Intelligence Reporting. You'll now discover how to easily customize your reports. Intelligence Reporting pulls real-time data from Sage 50 - and othe...

Welcome to the first of a three-part series where you'll discover how to get started with Sage 50 Intelligence Reporting (on-premise/desktop), so that you can easily manage your business financials. In this series, you'll learn how to get a handle o...

Discover how to get started with Sage 50cloud Intelligence Are you using Sage 50cloud? Did you know that Sage Intelligence is available through your Office 365 license at no additional cost?   This is how to get started: First up, let's make su...

Sage Intelligence now allows you to filter your report based on a fiscal period. No more cluttered reports, and no more redundant editing of report layouts to get your desired results! How Sage Intelligence determines Fiscal Periods Before we ...

financial report often needs to be consumed in conjunction with its fellow reports and by using a management pack, this allows for just that! With Sage Intelligence, you have the ability to create, edit and view these management packs. In this tip, ...

This Sage Intelligence tip is focused on Sage Business Cloud Accounting. There are many decisions that need to be made in a business and basing these decisions on accurate data will help to make more informed decisions. Without data most businesses ...