• Creating a Parameter and Filter to Only return last 5 years out of 20 years of data in the report - This is a Consolidation Financial Report and has a Standard Report named Fiscal Year

    I Have a Consolidation Report with last 20 years financial data and I want to create a filter so that the report only returns last 5 years of data, I tried including system parameters to the standard report 'Fiscal Year' First but whenever I run that…
  • Customer Discount Report

    Is there a Report I can run that shows all my customer discounts?
  • Sage Intelligence Consolidated Job Cost reports

    I feel like the Not Equal join used in Crystal in order to combine the Company file in a report to be able to get the company name/code would not work in SI. Is there a way of adding the company code for NON-FINANCIAL reports?
  • Days to pay report or query?

    I'm looking for which tables to use for creating a report or query to calculate the average days to pay per client. Any feedback is appreciated.
  • AR Aged Invoice Report

    Hello, I'm just trying to set up auto delivery for this report but it looks like it is only available in the stock Crystal Report form. Does anyone know if it's available in Sage Intelligence or if there is a way to convert Crystal Report reports to Sage…
  • Error occurred during email publish in distribution instruction [instruction name]: Object reference not set to an instance of an object.

    I have a client that is getting the following error when they try and send a sage intelligence report via email. Has anyone encountered this issue and been able to resolve? Thanks
  • Suggestions on best way to tie Salesperson to Vendor

    A client of mine is trying to understand how much of each vendors products their salesmen sold in the previous year. I've been attempting to connect reports in PBI & Excel to garner the information, but haven't had any luck. Any suggestions on reports…
  • Credit Memos

    Is there anywhere in Sage 100 - where I can print out all of our A/R credit memos for 2023. It is year-end and our auditors are requesting and it is way to many to scan and email. Any help would be much appreciated
  • Consolidation Report on Vendor with Company Code

    I am trying to build a report that will show me what companies a particular vendor is set up in. We have 53 companies. I am not sure how to join the company code with the vendor table to show on one consolidation report. Nothing seems to link well, any…
  • Run and export to Excel the general ledger of all companies at once

    We have several individual companies in SAGE. I would like to export the general ledger detail from each company, at once, into one large excel file. Currently, I go into each company and export the data manually and it is very time consuming. Is…
  • What is the Parent Table for the AP Trial Balance Report?

    Hello, I am trying to find the parent table for the AP Trial Balance report. Does anyone know which one this might be? Also, does anyone know of a document that may list the parent tables for reports, or a function in BOI that I might use to get this…
  • Sage Intelligence Reporting vs Sage Intelligence Reporting with Designer

    My support provider is telling me that my Sage 100 comes with one user for Sage Intelligence Reporting but does not allow modifications to existing reports. I need to upgrade to 'with Reporting' to get that. I am looking for confirmation of that. As…
  • What is the best report/combination of reports to see detail of inventory allocated to work tickets vs sold on invoices?

    Looking to see quantities and part numbers and value of transactions to tell how many pieces we are selling vs allocating into work tickets. We stock part numbers that could be sold directly to customers or allocated into larger bill of materials/work…
  • Financials that show sub accounts

    Can you print the balance or income statement with the sub account information?
  • Year to date and month to date inventory usage

    Is there a way to see usage of inventory for both YTD and MTD? Thanks
  • Error when running report as scheduled task

    When attempting to run a Sage Intelligence report (Sage 100) via the Windows Task Manager, the scheduled task fails with the message: Native Error Number: [-1147121340] Source Library: [] Error Text: [Sage 100 ERP Intelligence Reporting cannot create…
  • Report of Inactive Items ONLY

    Good morning, I need to produce an inventory report of ONLY the inactive items/SKU's. In the Inventory Item Listing report there is an option to include Inactive items, but I don't see a mechanism to report ONLY inactive items without ALSO including…
  • Sage 100 2023 & StarShip v24

    Hello everyone, My company has been having an issue with a Sage 100 & StarShip interaction. Basically, when shipping items, the associated Sage documents are not printing. I've doubled checked multiple times to ensure the Form Code is correct and no…
  • Inventory Discrepancy

    Spinning off of a previous post I made, https://communityhub.sage.com/us/sage100/f/intelligence-reporting/201839/inventory-analytics . Want another view to make sure I am thinking of this correctly. We currently do physical counts almost everyday, sometimes…
  • Modified/Customized Reports

    I learned today that there is a difference between a modified report and a custom report (which isn't my question, it just made the exchange more challenging). We had modified a report in Sage 100 CR primarily for work comp audits, that detailed pay categories…
  • GL Detail Report, adding the Posting Sequence Number

    In a prior version of Sage we had the Posting Sequence number on the GL detail report in a separate column. How can I add this to my GL detail report in Sage 100?
  • Picking Ticket Printing

    Has anyone reported having an issue where a line-item drops off the pick ticket? There was no BO on the SO. Thanks
  • Crystal Color Format Logic

    We currently print a barcode (on header level) on our picking sheets, I am trying to insert a formula into the report to fill in the background color yellow if any line items on the report contain a value greater than 0 in "UDF_QTY_PULLED" field on the…
  • Dashboard Reporting Request

    I have a client that uses Sales Order Master Orders as their "JOBS". They need to know how much is left to bill on a job, as well as the total margin and sell of the billed portion. This would make checking the health and life cycle of the project much…
  • Upgrade Sage Intelligence from 2015 Standard to 2023 SQL

    What are the steps to upgrade Sage Intelligence on Sage 100 standard 2015 to Sage 100 2023 Premium (SQL)?