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This tip is focused on Sage Intelligence for Accounting. With the daily activity and pressure of running a business, it can be difficult to keep track of your business health. Reporting gives you a sense of your numbers, but it often doesn't provide...

When working with Sage Intelligence, you may feel the need to make changes to your reports using functionality that isn't included online, like adding tables, charts, trendlines, etc.   If this is you, then Sage Intelligence has you covered by a...

Not grasping why your system is returning an unexpected result can be a source of great frustration. If you suspect there could potentially be an issue with Sage Intelligence, try this quick troubleshooting technique. While Sage Intelligence is load...

In our last tip, we looked at the functionality of the different icons provided on the Report Manager menu ribbon. You can find this tip  here. Now, we're going to do the same for the Connector module. Take note that icons will activate / dea...

When you use the Sage Intelligence Report Manager module, you will see an array of icons on the menu ribbon.   Here is a quick tip on their functionality. Take note that icons will activate / deactivate based on your selection in the object w...

Having descriptive headings in a report can make it easier to comprehend.   For example, having month names instead of period values for column titles can make it easier to determine the data a column refers to.   Sage Intelligence now make...

Being able to check if the components of a report are functioning as expected while working with them can help provide a smooth workflow and save time dealing with problems later in the report creation process.   Also, if you do come across erro...

Are you familiar with Microsoft Power BI?   Did you know that in addition to Excel, Power BI can be used with Sage Intelligence to provide attractive and interactive depictions of your data?   A key benefit of this is being able to keep tra...

Shortcut keys are common in many software applications and can save you time by making common functions easy to perform.   Sage Intelligence is no different, and several shortcuts are provided in both the Report Manager and Connector.   The...

Having a meaningful title for a report can help make its intention clear.   For example, being able to add a date to a report name allows you to tell at a glance what information the report is referring to, and having this work dynamically is an...

You may have reports that you don't run out often, if at all.   A common example is the sub-reports of a union report, and you only ever run out the union report.   Having these additional reports in your Report Manager may be necessary but...

Being able to save your reports to PDF provides a convenient way to view and share them. Sage Intelligence provides two common ways that you can do this. These include; distributing a report as a PDF using the Distribution Options in Excel once a rep...

Sage Intelligence provides you with several standard reports that are displayed under the Standard Reports page as soon as you open the application.   They provide you with necessary, ready-to-use value right off the bat. To ensure that you alwa...

Do you have an Excel management pack with multiple worksheets and would like to save it as a PDF for convenient viewing and sharing? In this tip, I'm going to show you how easy this is to do. You have three options for this, but before continuing, t...

Depending on your Sage business solution, you may or may not have the Missing Accounts feature in your Financial Report Designer report.   Even if you have this functionality, you are still not automatically alerted that account level detail may...

Do you have a workbook that could do with some neatening up?   Being able to hide rows and columns in a report that contains data you don't need to view is a great way to do this.   An example of a report like this is a financial statement,...

Would you like to separate your debit and credit balances while using the Excel Design Pane?   If so, then the Balance Type function is for you.   An example is if you want to create a Trial Balance with debit balances reflected in a debit ...

With a disorganized reporting structure, finding anything specific can be like finding a needle in a haystack.   Stop wasting time searching for reports by creating an organized folder structure with Sage Intelligence.   The most effective ...

If you're a user of the Sage Intelligence Connector Module, you'll know that the Connector maintains the links between your Sage Intelligence reports and your Sage Business Management Solution data sources.   Different database systems store and...

If you want to create a report quickly or you're not sure how to design one from scratch, the Quick Create Report feature in Sage Intelligence is very easy to use.   By simply selecting a set of pre-defined columns and rows, you're able to set u...

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. ...

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,...

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...

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 rep...

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 t...