• Sage 300 Intelligence

    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…
  • How to use sage intelligence reporting with optional fields?

    I want to spool sage intelligence report using optional fields that I created on General ledger instead of using General ledger account or General ledger account segments on sage 300. /resized-image/__size/640x480/__key/communityserver-discussions-components…
  • Wanted, Crystal Report Designer - Sage 300 ERP 2023 web Uis

    Hello everyone, I need a crystal report programmer to assist with designing a AR customer statement with following output: 1. Opening balance on account at every point in time the report is printed ie yearly or monthly, 2. outstanding invoices unpaid…
  • Sage Intelligence Reporting - Need currency conversion rate in Sales Master Report

    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…
  • BI Web screen unsupported protocol, the client and server don't support a common SSL protocol version

    On Sage 300 version 2022 product 3, Business Intelligence on web screen (Windows 10 last update server) , we cannot access business intelligence web screen as picture below. Please help us.
  • Sage 300 Intelligence reporting

    When using Sage 300 webscreens, is there a way to run Intelligence reporting with installing Sage 300 desktop version.
  • How does Sage Intelligence decide which Excel to use?

    Hi everyone, I have two Excel versions installed on my computer (Excel 2010 and Excel 365) because I need both for work. When I only had Excel 2010, SI works fine. And then I had Excel 365 installed, SI switched to using Excel 365. This morning, SI…
  • Row Edit Query

    I am creating a customized report on sage 300C webscreens intelligence reporting. After selecting a set of rows, when i edit a row it couldn't be save or proceed further. So i have to close the report.
  • the function GetDataValue can only service SQL calls that result in a Single return value

    we recently migrated to Sage 300 2020 (PU1) and facing this error. the reports work fine previously. but after migration, for login ADMIN - okay, but failed for other users. these reports work in the old version. any help?
  • Cannot get the calendar to show up when adding a parameter to a report

    I have created a new container and report, but when I attempt to add a start date >= parameter, it will not show the calendar. The user has to enter the exact date. Any ideas?
  • parameter lookup

    Dear Sir, I have created a Parameter with Lookup. But it seems only allow max 2000 rows. How can I make it able to display all records.?
  • Method '~' of object '~' failed and Sheet number 12 does not exist in the workbook

    Hi, When I run the sage intelligence report I have this error. Sometimes the error is "Method '~' of object '~' failed" and sometimes is "Sheet number 12 does not exist in the workbook". I can run the report using the user that installed the sage…
  • Migrating Servers, An error occurred trying to create the Reporting Trees folder

    We migrated Sage 300 to a new server and de-commissioned the old server. We save intelligence reports monthly on our network drives, when opening the files that were created prior to migration, we get the following error message: An error occurred…
  • Sage 300 I Sage 300 Intelligence Training I October-December 2019 Training Schedule

    New to Sage Intelligence? Or want to take your reporting to the next level? We have the right Sage Intelligence Reporting course for you. Sage Intelligence: Beginner Sage Intelligence: Intermediate Sage Intelligence…
  • Sage 300 Intelligence Reporting module :- Run-time error '13':Type Mismatch

    We are working on a project where we have installed Sage 300 Intelligence Reporting module. The session date is showing correct format of regional date setting (e.g. South Korea). Also, all transaction screens show correct date format (e.g. YYYY-MM-DD…
  • Designer License Required in Standard Templates

    Hi All, We have the designer license in place (shows YES in the license manager) yet standard reports fail to generate data and appears as "Designer License Required" instead. Sage 300 2018 PU1 Screenshots attached. Any issue with our licenses?
  • Sage Intelligence Intermediate Reporting class coming soon

    Are you ready to start using Sage Intelligence Reporting to create your own reports? The next Intermediate course is scheduled for May 17. Click here for more information. It is recommended that you view the Beginner Anytime Learning topic first.
  • Sage Intelligence – Additional Reports Survey

    At Sage Intelligence, our goal is to make the running of your business easier, so that you have more time to do the things you want to do. One of the ways we do this is by providing you with additional reports that give you actionable business insights…
  • Join Sally as she helps you forge ahead, making use of the Sage Intelligence Connector module

    Sage Intelligence gives you a lot of value out-the-box, through the ready-to-use reports provided in the Report Manager and the free reports that you can access via the Report Utility. If these aren’t exactly what you’re looking for then you also have…
  • Accounting and financial statements

    If you're looking for an easy introduction to Accounting and Financial statements, take a look at the following set of videos provided by Khan Academy: www.khanacademy.org/.../accounting-and-financial-stateme Then if you'd like to see how this is…
  • Sage 300 Intelligence Reporting: Report Utility

    Get immediate access to a library of additional reports As your business evolves and grows, so too do your reporting needs. We understand that it’s not always realistic to wait for the next Sage Intelligence update to get your hands on the reports that…
  • 65K row limit

    I just attempted a Sales Report and received a warning about exceeding the 65K row limit. I am using Excel 2013 so that is not a limit from Excel. Is there something I need to do to get around this limitation?
  • Total by territory

    I have successfully added the territory field to my sales report is Sage Intelligence, but I cannot get the field to total correctly. If I put the field before the customer number it total, but only for each customer. If I place the field to the left…
  • Report Designer - Sage 300ERP version 2012 - Budgets query not pulling in Revised Budget (Budget Set 2)

    I am having an issue with Report Designer where I have set up a Revised Budget under Budget set 2 but the revised budget is not being pulled into the Designer report. I can see the revised budget in the Budget Maintenance screen. I have reviewed the…
  • Use Sage Alerts and Workflow to trigger, schedule and distribute your Sage ERP Intelligence Reporting reports

    Did you know that you can use Sage Alerts and Workflow to auto-generate and deliver your Sage ERP Intelligence Reporting reports? You can “trigger” your reports using specific data conditions (e.g. when a client gets to within 10% of their credit limit…