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Sage Intelligence Tips & Tricks
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  • How to use the Sage Intelligence Report Manager Ribbon and Shortcut menu

    How to use the Sage Intelligence Report Manager Ribbon and Shortcut menu

    melentha
    melentha
    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...
    • Nov 15, 2020
  • Everything you need to know about Sage Intelligence Reporting licensing

    Everything you need to know about Sage Intelligence Reporting licensing

    melentha
    melentha
    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...
    • Oct 14, 2020
  • How to access a reports' container from the Report Manager

    How to access a reports' container from the Report Manager

    melentha
    melentha
    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...
    • Sep 15, 2020
  • How to Use the Quick Pivot Feature in Excel

    How to Use the Quick Pivot Feature in Excel

    melentha
    melentha
    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...
    • Aug 19, 2020
  • How to Modify the Lookup of an Expression using Sage Intelligence

    How to Modify the Lookup of an Expression using Sage Intelligence

    melentha
    melentha
    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...
    • Jul 22, 2020
  • Using expressions in Sage Intelligence Reporting

    Using expressions in Sage Intelligence Reporting

    Mathew Love
    Mathew Love
    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...
    • May 31, 2020
  • How to upgrade from an older version of Sage Intelligence Reporting

    How to upgrade from an older version of Sage Intelligence Reporting

    Mathew Love
    Mathew Love
    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...
    • Apr 28, 2020
  • How Licenses are Assigned within Sage Intelligence Reporting

    How Licenses are Assigned within Sage Intelligence Reporting

    Mathew Love
    Mathew Love
    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 ...
    • Mar 23, 2020
  • Making reports available to specific companies in Sage 50 Intelligence Reporting

    Making reports available to specific companies in Sage 50 Intelligence Reporting

    melentha
    melentha
    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...
    • Feb 17, 2020
  • 6 best practices when writing reports

    6 best practices when writing reports

    melentha
    melentha
    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...
    • Jan 14, 2020
  • How to create formulas for a rolling income statement using the Sage Intelligence Financial Report Designer and Microsoft Excel

    How to create formulas for a rolling income statement using the Sage Intelligence Financial Report Designer and Microsoft Excel

    melentha
    melentha
    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...
    • Dec 17, 2019
  • Working with the Sage Intelligence Security Manager

    Working with the Sage Intelligence Security Manager

    melentha
    melentha
    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 ...
    • Nov 18, 2019
  • How to add a field to a PivotTable from the Report Manager

    melentha
    melentha
    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...
    • Oct 17, 2019
  • Free eBook: 6 handy tips to help you when working with the Sage Intelligence Report Manager

    Free eBook: 6 handy tips to help you when working with the Sage Intelligence Report Manager

    melentha
    melentha
    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...
    • Sep 17, 2019
  • How to enjoy more efficient report running with Sage Intelligence

    How to enjoy more efficient report running with Sage Intelligence

    Sage Business Intelligence Blog team
    Sage Business Intelligence Blog team
    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 ...
    • Aug 21, 2019
  • 8 quick and easy shortcuts when using the Sage Intelligence Report Manager

    8 quick and easy shortcuts when using the Sage Intelligence Report Manager

    melentha
    melentha
    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 ...
    • Jul 17, 2019
  • Part 3 of 3: Learn how to create a Management Pack in Sage 50cloud Intelligence

    melentha
    melentha
    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...
    • Jun 5, 2019
  • Part 3 of 3: Create and customize reports easily with the Financial Report Designer

    melentha
    melentha
    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...
    • Jun 5, 2019
  • Part 2 of 3: Learn how to customize your reports with Sage 50cloud Intelligence

    Sage Team Member
    Sage Team Member
    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, ...
    • May 22, 2019
  • Part 2 of 3: Learn how to customize your reports with Sage 50 Intelligence Reporting

    Sage Team Member
    Sage Team Member
    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...
    • May 22, 2019
  • Part 1: Take a quick tour through Sage 50 Intelligence Reporting

    Sage Team Member
    Sage Team Member
    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...
    • May 3, 2019
  • Part 1 of 3: Take a quick tour through Sage 50cloud Intelligence

    Sage Team Member
    Sage Team Member
    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...
    • May 3, 2019
  • How to use the new "Up to Period" filter in Sage Intelligence for Accounting

    Sage Team Member
    Sage Team Member
    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 ...
    • Apr 15, 2019
  • How to create and view your Management Packs in Sage 50cloud Intelligence

    Sage Team Member
    Sage Team Member
    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, ...
    • Mar 15, 2019
  • Create your own reports and customize the way you view your data with Sage Intelligence

    Sandra Smith
    Sandra Smith
    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 ...
    • Feb 15, 2019
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