How to use the Sage Intelligence Report Manager Ribbon and Shortcut menu

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Using the Ribbon

There are many useful buttons on the ribbon for Report Manager along with the shortcut menu (also known as the right-click menu). There are also additional tabs which will give you access to more options. For example, in the Tools tab, options are available to export and import reports as well as run all the reports in a folder. From the Help tab you can open the help file, connect to the online academy or the Knowledgebase. 

In this tip we have a list of the options and their descriptions that are available from the Report Manager ribbon and the shortcut menu.

 

The Report Manager ribbon options are as follows:

 

 

Using the Shortcut menu

Depending on your current selection in the object menu and your accounting system, the right-click options shown will differ.