• 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…
  • Sage 300 Intelligence Reporting

    I am moving client from Sage 2020 to Sage 2024 and in doing so the Sage Business Intelligence Reporting has changed and I am looking for find out how to move the templates from BXDATA\SQL folder into new reporting folder. Can anyone let me know the process…
  • 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…
  • Sage 300 business intelligence reporting trees

    We have created a report using the trees - which works Now we have another scenaria with organic and non organic stores - the problem here is organic can consist of dept 11, 22,23,30 etc Non organic 12,18,32,etc How can I drag all the trees into…
  • 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…
  • Sage Intelligence Reporting Cloud (SIRC) from the Sage 300 2023 release - Question

    Sage 2023 has not been officially released in Australia yet so I have not checked in the install iteself. In relation to this thread https://www.sagecity.com/us/sage300_erp/f/sage-300-announcements/190585/important-information-regarding-sage-intelligence…
  • Sage 300 Intelligence reporting

    When using Sage 300 webscreens, is there a way to run Intelligence reporting with installing Sage 300 desktop version.
  • Report search in viewer & Designer

    Anybody know any search report name or report ID feature in Sage Intelligence?
  • Duplicate Sage300 User ID in intelligence Reporting

    There is a customer, some Sage300 user ID are duplicated in Intelligence Reporting security. Such duplicated ID cannot use run report properly. Would you kindly let me know how to rebuild the Intelligence Reporting User table or fix the problem?
  • Fetching Alternate Item in query

    Trying to return the corresponding itemno for a given icitem.altset #. Normally, I'd just write a SQL statement such as: select [icitem].[itemno] from [icitem] where [icitem].[altset] but, alset is an integer, and I can't find a column in icitem…
  • Creating date "buckets"

    I am looking to create some buckets of dates in Sage intelligence. I am very new to Sage Intelligence, so please help me understand. I started by creating a view in SQL (I was planning on creating a view for each bucket and then combining the views…
  • Sage Intelligence SubTotal circular references errors when using Dynamic Range Refresh function.

    I am using SubTotals in a large financial report using Dynamic Ranges, when I refresh the report I receive Circular reference errors. Note I manually fix the reference errors but they keep coming back when Refreshing the worksheet. Any ideas?
  • Parameter in Report Manager Duplicating some data

    Good Day, I have created a new report in Sage Intelligence. Client is Running Sage 300 2018. I am trying to exclude data before a certain date but the date only gets set on the run of report. I have tried to add in a filter and a parameter…
  • Missing GL accounts in Report Filters

    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…
  • 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…
  • Suppress rows with zero balance

    Is there an easy way to accomplish this in SI? Thanks.
  • Intelligence Report error. Excel Crashes with a ntdll.dll .

    Our Sage 300ERP 2019 is generating a error. Excel crashes with the following error. The Error showing the Server Log was. Faulting application name: EXCEL.EXE, version: 16.0.5017.1000, time stamp: 0x5ebb1f39 Faulting module name: ntdll.dll, version…
  • How Can I Export and Import a Container

    I am developing a new Sage Intelligence Report for a client and I had to create a new container. I know how to export and import the report. How do I transfer the required container? TIA
  • 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…
  • Is there a way to run a report from Sage 300 that shows ALL unique vendor numbers and transactions for a given period at the G/L level across all entities?

    Report might look like this: Fiscal year: Fiscal period: Due date: Vendor Number: Order no: BS GL code (Header): Expense GL (line): Transaction currency: Gross amount: Tax amount: Net amount:
  • GL Account Description

    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…
  • Move a Sage 300 Intelligence Container to a New Computer

    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.
  • New Tables Report Manager

    Hi. Can we import new tables to report manager without connector license?
  • 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…
  • Business Intelligence Not changing financial Year

    Has anyone encountered this issue: The financial year has just ended. I created the new year and i closed out the year so that the GL can start posting for the current year. The year is moving from 2019 to 2020. it all changed as usual. I went to…