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Community Help

This group is for all things Community Hub, including how-to's, help documentation, surveys, and more! For technical questions, please be sure to post those in the applicable product group by clicking on the Community Support link above.
Sage Intelligence Tips & Tricks
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  • Learn how to save a report to file using Sage Intelligence

    Peter Scully
    Peter Scully
    Apart from just running out a report, Sage Intelligence allows you to automatically save the generated workbook to a file during run-time.   This is useful, for example, if you run a monthly sales report that needs to be saved to a central locat...
    • 18 Dec 2017
  • Two ways to create calculated columns and rows in your Sage Intelligence reports

    Sage Employee
    Sage Employee
    To create insightful and highly customizable reports, Sage Intelligence provides you with the ability to add calculated columns and rows to your reports.   These can be used to calculate, for example, variances, totals and other indicators at ac...
    • 20 Nov 2017
  • Three ways to use a Consolidation Connection in Sage Intelligence

    Sage Employee
    Sage Employee
    In our last tip, I showed you how to create a Consolidation Connection in the Connector module, which lets you combine data from different companies into a single report to obtain a holistic view of your organization.   If you would like to...
    • 20 Nov 2017
  • Learn how to create a Consolidation Connection

    Sage Employee
    Sage Employee
    Sage Intelligence allows you to report on data from different companies in a single report to obtain a holistic view of your organization and allow you to carry out more detailed comparative analysis.   The primary way to do this is through a Co...
    • 5 Nov 2017
  • Learn how to switch output modes when running a report in Sage Intelligence

    Tesh
    Tesh
    Did you know that apart from being able to run reports out to Excel, Sage Intelligence allows you to switch output modes which can be useful when designing and debugging reports?   Two additional options are provided, output to Screen and output...
    • 22 Oct 2017
  • Learn how to change the year a column refers to in the Online Report Designer

    Tesh
    Tesh
    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 woul...
    • 22 Oct 2017
  • Using Microsoft Excel as a Data Source in Sage Intelligence

    Peter Scully
    Peter Scully
    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 Exc...
    • 9 Oct 2017
  • Making use of Wildcards in your Reporting Trees

    Peter Scully
    Peter Scully
    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 ...
    • 25 Sep 2017
  • Learn how to reverse the sign of an account in the Sage Intelligence Online Report Designer

    Peter Scully
    Peter Scully
    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 a...
    • 25 Sep 2017
  • Gain a complete visual health-check of your business with the aid of a dashboard

    Peter Scully
    Peter Scully
    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 availabl...
    • 11 Sep 2017
  • Run multiple versions of the same report, with different parameters, all at once

    Peter Scully
    Peter Scully
    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 ...
    • 21 Aug 2017
  • Learn how to save your rows and columns in the cloud for future use

    Peter Scully
    Peter Scully
    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.&n...
    • 21 Aug 2017
  • Learn how to turn a single-company report into a multi-company report

    Carmen Griessel
    Carmen Griessel
    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 compa...
    • 24 Jul 2017
  • 8 tips to use when working with reports in the Excel Report Designer for Sage Intelligence

    Carmen Griessel
    Carmen Griessel
    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 ...
    • 24 Jul 2017
  • Learn how to share your Reporting Trees

    Carmen Griessel
    Carmen Griessel
    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 th...
    • 10 Jul 2017
  • How to reverse the sign of an account in your Sage Intelligence Financial Report Designer

    Jess
    Jess
    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 val...
    • 26 Jun 2017
  • Hide a row or column when designing or editing reports in the Online Report Designer.

    Jess
    Jess
    Creating a report can be a masterful art, and creating a report that is perfectly tailored to your audience can be an ever-evolving process - especially as the audience evolves. To ensure your report is concise and to the point, it is important to o...
    • 26 Jun 2017
  • Learn different ways to add and edit Sage Intelligence formulas in the Financial Report Designer

    Jess
    Jess
    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 ...
    • 12 Jun 2017
  • Learn how to consolidate different kinds of data into one report

    Ruthie
    Ruthie
    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 ...
    • 22 May 2017
  • Create your own Operational Report in Sage Intelligence Reporting Cloud

    Ruthie
    Ruthie
    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 Inter...
    • 22 May 2017
  • Learn how to quickly and easily make changes to the design of your Sage Intelligence Reports

    Ruthie
    Ruthie
    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 versio...
    • 8 May 2017
  • Creating a reference sheet in your Sage Intelligence reports

    Peter Scully
    Peter Scully
    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...
    • 24 Apr 2017
  • Understanding your Cash Flow

    Peter Scully
    Peter Scully
    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 in...
    • 27 Mar 2017
  • Learn how to grant or restrict access to reports in the Sage Intelligence Report Viewer

    Peter Scully
    Peter Scully
    Did you know that you can grant or restrict access to reports in the Sage Intelligence Report Viewer? Sage Intelligence makes this easy to do.   Perhaps you're busy developing a new report and you don't want users to be able to run it from the V...
    • 13 Mar 2017
  • Conveniently remove blank item rows in your PivotTable reports

    Peter Scully
    Peter Scully
    When creating reports, it's usually preferred that rows with irrelevant data are excluded—as this results in a tidier, more readable report.   When it comes to PivotTable reports, this can include rows with blank items.   Below is an exampl...
    • 20 Feb 2017
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*Community Hub is the new name for Sage City