• 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…
  • Are First and Last Names needed for printing or eFiling 1099s?

    I thought I read a post about this, but now I cannot locate one. When we have Vendors with SSNs, like in this ABC Vendor below, we expect the First Name and Last Name fields to be filled out, but they are not: Of course we get this message, which…
  • What connectors (Data Tables) are used in Report Manager?

    How do I tell what connector (data tables) are used on a given report?
  • Adding parameters to auto distributed reports

    i have a report that is emailed regularly via windows task manager. I need to add a parameter to the report to pull in just the prior period data on one of the tables. my question is can the report run automatically given parameters require user interaction…
  • Aggregate Data in Report Manager

    I have a report connected to the IM_ItemWarehouse table and need report manager to aggregate warehouse values. I have filtered down to two warehouses but I need to report items of these two warehouses in aggregate. Its creates duplicate rows in my pivot…
  • Silent ODBC on terminal server

    Hi All, I am struggling with this issue. Everything I read says it should work this way but it does not. Client is on Sage 2017 Standard. I created a report that uses a silent connection. It is 64bit and I have set it up as a System DSN. Works fine…
  • Business Insights Reporter Wizard Payroll Hang

    I am trying to create a new report through the reporter. When I give the report a name and choose where it will be in the reports it puts me to the next screen where I should select a template (Landscape, Portrait, Shipping Label.) At this point no matter…