• Sage Intelligence error 1004 when trying to save template

    When attempting to save the template I get an error message. This is Sage 100 ver 2023 using Office 365 This happens on any financial report I select. I have been running this report and updating regularly for several years. I have re-installed…
  • Sage Intelligence Report Designer Consolidation Fiscal to Calendar

    Would it be possible within Report Designer to add a conversion field of Fiscal to Calendar? If 2 UDF's were added to Fiscal Year Maintenance for each period noting the calendar year and period, could they then be used in consolidated financials? …
  • sql drop leading zeros in SO number

    can someone tell me a sql formula to use in a Sales Order container to drop the leading zeros. I need to match / index to files where the sales order number is entered without the leading zeros.
  • Type mismatch when using zeroingll in Sage Intelligence

    Getting an error when trying to add in the zeroingll to a spreadsheet tab. There are no non-numeric fields in the column used for checking. What else to look for?
  • 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
  • Pass through variable "Last full month"

    What is the sql statement needed to get the last full month for a pass-through variable. Scenario is: On the 10th of the month, produce a GL detail report for all activity posted in the prior month. As always thanks in advance for your assistance…
  • SQL Query - Sage Intelligence - Custom Container

    Greetings SI & SQL Gurus! I built customer SI containers for tables containing UDFs as part of a larger project. Some of those UDFs are date fields, which are typically null. This doesn't present a challenge for Sage, SQL, or the custom Crystal Reports…
  • Sage Intelligence and O365 Cloud

    Does anyone know if Sage is planning on supporting Sage Intelligence with O365 Cloud? I have several clients having issues with not being able to use SI with O365 Cloud and needing to install Excel locally. Thanks!
  • Sage Intelligence - Sales report copied now it says 'The function GetDataValue can only service SQL calls that result in a single return value'

    Hello, I'm using an SQL version of Sage, and use Sage 100 Premium. I'm having an issue with a report in Sage Intelligence. I have a copy of the Sales, Customer Sales report that I had copied into another folder. When I try to click on it, it immediately…
  • Sage Intelligence duplicating data single table

    On Sage 100 Advanced 2021 sp5. I created a container with only the AR_InvoiceHistoryHeader file. added 4 fields. set the filters to a single date and only Source Journal "SO" the invoices are all duplicated. I tried the same thing on a different…
  • Sage Intelligence missing report on Viewer

    I have a client using Sage 100 in a cloud platform (SWK). When I login under the client's name into SAGE (but my name on the network), I can see a report in Report Viewer. When the client logs in under their name in the network and into Sage, they do…
  • Sage intelligence

    How do I find the location of Sage Intelligence reports of the network?
  • Converting F9 v5 reports to Sage Intelligence

    Anyone have any information on how to convert F9 v5 (previously called FRx) reports to Sage Intelligence? I have a client who is faced with upgrading to F9 v6 and I would like to get them over to Sage Intelligence instead. The only information I can…
  • Sage Intelligence, upgrading from Sage 100 Advanced to Premium installation or migration process

    Good morning. A few years back when upgrading a client from Sage 100 Advanced to Premium I needed to obtain a special Sage Intelligence installation file to install a version of Report Manager that was made for connecting to SQL rather than the ProvideX…
  • P&L by Specific Date Range in Sage Intelligence

    Hello, I'm looking to create an Income Statement by a specific date range. There was a previous post of an individual stating they wanted to do the same thing and the response was that it could be done, but that you had to have Report Designer. …
  • Sage intelligence add functions

    SI has a function for "GLActual" that nets the debits and credits. Is it possible to add 2 different functions to get the debit and credit separately? the data exists in the actuals currently included sub report.
  • convert single company GL reports to consolidated company reports

    Can the reports "GL Transactions incl BegBalances" & "GL Transactions Incl Open Balances" be converted to Consolidation reports? Or, is there a way to set the company code and add the 8 companies as sub-reports?
  • Intelligence stopped refreshing data when changing Period or Year. Any ideas how to fix it?

    Sage intelligence has stopped refreshing when I change the Period or Year. I have formulas linked to a Year and Period so that changing either cell with the Year or Period changes the data to that time frame. It worked fine in a previous report version…
  • Create company parameter for Intelligence report template used across multiple databases

    We have a client that has several hundred companies in Sage 100. They have a report template that they would like to run individually on each of these companies. The customer owns the Connector module. Using the standard Autoconnect connection in…
  • Restricting a column on reporting only a specific date instead of an entire period

    I'm hitting a wall. My client wants a column in Sage Intelligence to pull only total of net activity for a specific day instead of a period. It has to do with accruals. They don't want to enter accrual journal entries. They want to keep the expenses dated…
  • Report Designer Add In only populates if Sage run as admin

    I have an usual situation where I'm trying to setup Sage Intelligence on a new workstation and I have all the proper permissions set on the BI folders, the program data folder and the registry for the excel add in. There's multiple reports that use the…
  • Sage Intelligence question regarding Sage 100 Premium upgrade- Why can't I just point to the new repository?

    I am upgrading a client from Sage 100 2018 Premium with a complex Sage Intelligence install to Sage 100 2021 Premium with no change in Sage Intelligence's version. According to the documentation and a support call, I need to do a clean install of the…
  • Request Server (WEB) License

    Would anyone be able to explain what the Request Server (WEB) License is and why it has a count in there in license manager for some installs and not others? Thanks.
  • Error Number: [462] BICore

    We are getting this error message on 4 machines (same company) running financials in Sage Intelligence. Error Number: [462] Description: [The remote server machine does not exist or is unavailable] Source: [BICore] The server is running Excel…
  • Intelligence Sales Report does not tie to P&L

    When I run a standard Customer Sales report in Intelligence for a month (Nov in this instance) it does not tie to the PL or sales recap report . Intelligence is typically higher than the PL. I can trace it to a specific product line but I don't see anything…