Sage 300

Hi, I created an excel with all my formula for my report. But i wanted to remove the zero line. So i had created a macro that i had put in my excel. When i open that excel file trough statement designer and run it, the macro disappear from my excel…

Hi, Trying to use the statement designer. I wanted to remove all the line with formula that are net zero Example if all my revenue line is at zero, i want to delete it Also is there a way to say dont generate the tab if all at zero?

Hi, Seeking guidance and assistance from the community. I would like to restrict access to various reports for certain team members of various teams. Is there a one-size fit all solution, or does control of access to various reports vary from function…

I'm looking to add statistical information to my reporting and I'm wondering if anyone has found a way to make that work. If there's not a direct way to add these types of accounts does anyone have any ideas for workarounds?

Hi all, I know this is a very specific question but I am using Sage 300 Intelligence and I have consolidated 3 entities into one report (all 3 listed under Database Consolidation List). Within this report I have built financial statements for all 3…

I'm using "Sales master by Customer and Items" report in Sage Intelligence and I need to see the USD currency customers converted to CAD currency amounts. The report displays all USD vs CAD customers in their own currency but would like to have the USD…

I have a client that wants to send the financial reports to a partner that does not have access to Sage 300. We would like the partner to be able to change the parameters on the Excel workbook that is e-mailed so he can take different looks at the data…

Does anyone know of a way or what the best way would be to recreate a Crystal Report in Intelligence Reporting? I have created a container with all of the data tables but when I run the Sample data nothing comes up. I know it has to do with the sql expressions…

Anybody know any search report name or report ID feature in Sage Intelligence?

I have designed a report that allows me to get the detailed transaction per account or for all accounts in one row of an excel spreadsheet, i.e. account number, account description, Fiscal year, Period, doc date, source, source type, posting sequence…

Our managers want to stay on Budget, but when they start a new PO, they do not know how much they have already spent. Has anyone created a report to show the Committed (outstanding PO) and Actual vs Budget per GL Code? Or can let me know where to find…

When I try to filter the GL Transaction Details report for certain accounts, not all of the accounts show up in the drop down list. For instance it only goes to account 7700, but I have hundreds of accounts after that. Can anyone help. I feel like…

I am trying to run and copy a report in Sage 300 2014 and later move the report to the Sage 300 2020 environment for testing and use. However, i keep getting the captioned error. A few months ago users were able to run reports without an issue. All of…

The GL account description is not pulling into my newly created balance sheet report. When I put in the formula =GLAccountDescription300("SAMINC", $B10) into my cell, when I run the report the account description is not pulling in, I just see the formula…

I have developed a new Sage Intelligence report for a client and had to create a new container. How can I export/copy the container to my clients computer? Also, how do I copy the new report that is associated with the computer.

Other than Financial Report, is it possible to design other Intelligence report and able to run in Web screen? Any Document or Material?

I want to limit the output to only one specific currency type.

I'm trying to add a calculated field (concatenating 2 existing data fields) to my BI report. I tried adding it to SHEET1 but it ignores the inserted column when the raw data is imported. I tried setting up a SHEET2 to move the imported data into and do…

My financial is pulling budget #'s but it is puling 2017 and 2018 added together. I have the year set to 2017 and I have the budgetsetcode blank and I get the combined value. When I set the budgetsetcode to 2017 or to 1 i get 0.00's. How do I properly…

I have an optional field as part of the chart of accounts. I want to use it to create a financial report based on this information. Can I add the optional field to a Sage Intelligence report?

Hello - Is it possible to create a view in SEI using an existing excel spreadsheet rather than using the SAGE database tables? If so, how is this done? Thanks

I want to run a Sales History Report that contains the last two years of data. I only want to enter the end date and compute the begin date as two years earlier. Can I do that with a parameter or filter?

Hello Guys, i am designing a highlight report and need to use (in $000), anybody know how to create it ? Thanks in Advance, Frank