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  • Creating a Parameter and Filter to Only return last 5 years out of 20 years of data in the report - This is a Consolidation Financial Report and has a Standard Report named Fiscal Year

    I Have a Consolidation Report with last 20 years financial data and I want to create a filter so that the report only returns last 5 years of data, I tried including system parameters to the standard report 'Fiscal Year' First but whenever I run that…
  • Sage Intelligence Consolidated Job Cost reports

    I feel like the Not Equal join used in Crystal in order to combine the Company file in a report to be able to get the company name/code would not work in SI. Is there a way of adding the company code for NON-FINANCIAL reports?
  • 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…
  • Are First and Last Names needed for printing or eFiling 1099s?

    I thought I read a post about this, but now I cannot locate one. When we have Vendors with SSNs, like in this ABC Vendor below, we expect the First Name and Last Name fields to be filled out, but they are not: Of course we get this message, which…
  • 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…
  • Printing error

    HI All Please assist on how to resolve this error. It appears when trying to print any report in the system. The print server is configured and the service is running. Job 2 - ERR 262 coming from the edition server : Connection to the X3 file server…
  • Full Inventory Inventory List w/filters

    Hello fellow Sagers! Happy Holiday's or Merry Christmas! I need a report that shows all inventory items WITH "Inventory Cycle" and "Active/Inactive" status displayed. I have years of incorrect inventory items/status modifications that were entered and…
  • Setting up ZPL Printer (Private Network) with Sage X3 (Cloud)

    Hello Everyone, We are trying to setup ZPL printer on Sage X3 but the problem we are facing is: a. ZPL printer is on a private (LAN) network - not accessible outside b. Sage X3 is on the cloud (Accessible only by a secured SSL URL) c. Sage X3…
  • Work Ticket Printing Error

    There are 2 buttons designated to printing the pick list and also the work ticket. When clicking on the Pick List print button it allows us to print the pick list with no issues. However, when trying to print the Work Ticket we are met with an error …
  • 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…
  • Upgrade Sage Intelligence from 2015 Standard to 2023 SQL

    What are the steps to upgrade Sage Intelligence on Sage 100 standard 2015 to Sage 100 2023 Premium (SQL)?
  • Rollup tab overwrites custom tab in Sage Intelligence

    I am creating a new report for a client and after saving and re-running, the first custom tab has been partially overwritten by four columns of CompanyCode, Rollup Type, Rollup Type Description, and Rollup Code. The standard Rollup tab is still hidden…
  • Windows 11 / Business Vision 2023 Reports freezing when printing &/or saving as pdf

    Hello community, I am in desperate need of HELP ! We use Sage Business Vision for small business version 2023. We installed it on 1 new computer with Windows 11 operating system in November 2022. Originally, there was an immediate C++ runtime error…
  • Sage 300 2023.1.0 - Web Screen Print Destination> Preview | Print to Email

    Utilizing Sage 300 2023.1 to access Sage300. How can the print destination be modified using Web screens? Currently, whenever we print any report, a new tab is opened with a file format menu [PDF, Excel, Word, etc.]. In addition, how email functionality…
  • 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 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…
  • 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?
  • ZPL List "cuting" my file

    Hello, I need help, i'm creating a PAT file using openo and wrseq with some ZPL code, that file is then called by a Report wich has been created using a ZPL list. The PAT file is created without any problem, but when i call the report the .DATA is generated…
  • Sage 300 Intelligence reporting

    When using Sage 300 webscreens, is there a way to run Intelligence reporting with installing Sage 300 desktop version.
  • Financial Statements fails to open in MS Office 2019 Pro Plus

    Hi everyone, Does anyone know a solution to this error when running G/L Financial Reporter to Print Financial Statements? We are using Sage 300 2022 and 32-bit MS Office 2019 Pro Plus on 64-bit Windows 10 Pro. I've enabled all macros and did a repair…
  • Breaking Links within Excel Intel Report

    Normally I'm able to hit alt-E-K to eliminate all of the external links and replace with values within a spreadsheet, but no such luck with an Intel report. What steps am I missing? Thanks
  • OECOINI comments

    Using OEINVD and OECOINI tables for report and trying to get item/miscellaneous comments. Somehow I am not able to get comments to match. Any tips?
  • Cannot save Excel template

    Receive "No workbooks Open to Link" when trying to save an Excel Template
  • Multi-year (beyond Actual and Prior) comparative financial statements

    Has anyone ever created a Comparative Financial Statements for multiple years other then just Actual and Prior using Sage Intelligence? Request is to be able to print Comparative Financial Statements that cover, for example, the last five years on…
  • Slow Performance during Report Phase Job Started and Printing X3 V12

    Hi, my company is in the middle of a migration from SAGE X3V5 to SAGE X3V12. R093.001.00019 When running a report in X3V12, the querying part (Job Started Phase with the green bars) takes an extra 1-3 minutes on average than it did in X3V5. In X3V5…