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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...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...

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 ...

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...

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...

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 ...

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...

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...

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...

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 ...

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 ...

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...

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...

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...

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...

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...

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...