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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…

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?

When using Sage 300 webscreens, is there a way to run Intelligence reporting with installing Sage 300 desktop version.

When I run a standard Customer Sales report in Intelligence for a month (Nov in this instance) it does not tie to the PL or sales recap report . Intelligence is typically higher than the PL. I can trace it to a specific product line but I don't see anything…

Good afternoon. It is my understanding that we are no longer able to publish Sage Intelligence financial reports that were generated using the Consol Financial Report Designer using the Distribution Tab in the BITools Ribbon beginning with version…

Need some eyes on a Sage Intelligence Transaction report filters and parameters. Please see attached file. Adding filters with parameters works for one set but not another. Can someone look to see if you have a suggestion as to why the filter/parameter…

Has anyone come up with a way to force SMI to generate reporting units to individual worksheets without manually creating a worksheet for each unit? I have a client migrating from FRx and they have a reporting tree with 280+ units. Creating a worksheet…

I cannot get to the Sage Intelligence Reporting. When I click on Report Viewer, it asks for a network repository, and I select a folder but it just keeps asking for the network repository path. My question is 1) How do I get passed this, or 2) Is there…

Wrote a Positive Pay report using the Intelligence a couple of years ago for a client. The report contains the Bank Account Number from the GL_Bank file. They just upgraded to Sage 100 2019 ran the report and the Bank Account Number is blank. Searched…

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…

I have a client wanting to use the free BI reports provided by Sage called the Customer Aged Trial Balance S300-SQL(C4-0-5) or the Detailed AR Aged Trial Balance S300-SQL(C133-0-4) Unfortunately, both aging reports cut off by Doc Date and for…

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…

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…

I have a Consolidated Financial Statement that contains up to 30 companies. It appears to be hitting the data limit. I talked to Sage Support and they said that the data can be filtered to generate the report. I wanted to pull the last 2 years of history…

I was following the instructions from this website: https://www.sageintelligence.com/tips-and-tricks/sage-intelligence-tips-tricks/2013/11/drill-values-view-deeper-level-data/ When trying to run the second drill down on the report, I get an error…

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?