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  • AR Aged Invoice Report

    Hello, I'm just trying to set up auto delivery for this report but it looks like it is only available in the stock Crystal Report form. Does anyone know if it's available in Sage Intelligence or if there is a way to convert Crystal Report reports to Sage…
  • 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…
  • Intelligence Consilidated fiscal year parameter options missing a year

    For consolidated financials, how does the pop up box to choose the year determine which years to pull? We have a consolidated report that runs about 10 companies. One of those companies is currently in fiscal year 2024, where as the rest are calendar…
  • 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 and Office 365

    We are using Sage 500 2018 (v7.9) and we recently upgraded from Office 2016 to Office 365. Now our Accounting department is receiving errors when using Sage Intelligence i.e. Sage.BI.ExcelFunctions1.1.x11 don't match. I have tried to Add the 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?
  • Can't get accounts to populate properly

    Hello I have a 2018 Premium install of Sage 100 and I cannot get certain accounts to populate with balances in Sage Intelligence. The balance says zero but there is a balance in there for the period and year selected. It's selective. Some accounts do…
  • Function GetDataValue can only service SQL calls that result in a single return value' preventing deletion of report.

    I want to delete a report - get an error 'The function GetDataValue can only service SQL calls that result in a single return value' how can I fix this? We are on Sage 2020, not on a SQL server backend
  • 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…
  • 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.
  • Distribution Instruction window the OK button overlaps

    Has anyone run into this on SAGE 100 v2018. The issue is happening on a single workstation (windows 10 64bit, office 365 excel v2016-32 bit) I found a KB on SAGE Intelligence Knowledgebase and Followed the resolution for replacing the Sage.BI.ExcelFunctions…
  • Intelligence Reporting for Sage 50 Canadian version

    I was told recently by customer service that when I starting using the Department option and could not get any of the reports I needed I could use this reporting. I was told that I could use the designer report option to produce project reports by department…
  • Additional Reports for Sage 50 Canadian Intelligence Reporting

    Does anyone know what happened to the Additional Reports for Sage 50 Canadian Intelligence Reporting? It seems only US and Pastel reports are available.
  • SQL Error in SQL exprsssion using a SUBSTRING

  • Sage Intelligence report loses formatting when distributed

    After switching machines, my Sage Intelligence reports are not sending properly. I had been sending the reports to users utilizing the File - Share option in Excel on my old laptop. After switching, when I send through the File - Share option, all users…
  • Is Excel 2019 Perpetual License Supported with Sage Intelligence (Sage 100 v2020)

    We would like to install Excel 2019 perpetual license so Sage Intelligence can be run, however, the Sage Compatibility Matrix lists Excel 2010, 2013, 2016 or o365 Desktop as compatible with Sage Intelligence for Sage 100 version 2020 (6.2). Excel 2019…
  • Report Designer

    I'm new to Sage 100 and I'm just trying to get an Income Statement and Balance Sheet into Excel. I'm using the free license to Sage Intelligence. I thought I could use Sage Intelligence but when I try to run the Financial Report designer, it tells me…
  • report run time different between workstations

    Have a recurring issue where the report run time is considerably different from one workstation vs another. A report takes 11 mins on one and 40 on another. Looking for advice on what to look for between the 2 workstations. Sage 100c v2018 adv.
  • Getting errors in my MAS Intelligence Report Designer reports.

    On several of our Report Designer reports we are now getting #VALUE! or Object reference not set to an instance of an object errors when just the other day they were fine. I believe it is an Excel issue this time since I ran and saved the same reports…
  • Suppressing Zero Rows

    We had the same issue with suppressing zero rows once the report is run out and wanted to share our solution. Background: The ZeroFill function is used to suppress rows which have zero value in a particular column in the Excel Workbook. If a parameter…
  • When will Sage Intelligence work with Excel 2019?

    When will Sage Intelligence work with Excel 2019? IT department upgraded everyone to Excel 2019 and now Sage Intelligence doesn't work.
  • How to set up and use Sage Intelligence Reporting in Sage 50 CA?

    First thing to check is your edition of Sage 50 CA, is it Pro? If so, then you only have 7 years + the current year of financial data for reporting available. The Premium and Quantum editions allow for a history of 100 years of data. Side note: Our…
  • SUPPLIER PAYMENT AUTOMATION

    Hi Team We are on SAGE 50c Pastel Partner, and doing our supplier payments form a Standard Bank business on line banking. We pay on an average, a total of 200 suppliers on a monthly basis, a process we have been doing manually. We would like to…
  • How do I get table AROBLJO into a Container in Intelligence?