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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…
  • 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…
  • What connectors (Data Tables) are used in Report Manager?

    How do I tell what connector (data tables) are used on a given report?
  • Adding parameters to auto distributed reports

    i have a report that is emailed regularly via windows task manager. I need to add a parameter to the report to pull in just the prior period data on one of the tables. my question is can the report run automatically given parameters require user interaction…
  • Aggregate Data in Report Manager

    I have a report connected to the IM_ItemWarehouse table and need report manager to aggregate warehouse values. I have filtered down to two warehouses but I need to report items of these two warehouses in aggregate. Its creates duplicate rows in my pivot…
  • 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:
  • PO No. & Unit Price not a field for intelligence reporting, can I add this field somehow?

    FormerMember
    FormerMember
    I've been using the Purchase Analysis intelligence report, however I want to add the "Purchase Order No." (not JobID) in the report. Sage has to be storing it somewhere, because we fill it out on every PO we input, same with "Unit Price". It is not…
  • Consolidated Designer

    I am having an issue where the Consolidated Designer report is not showing any amounts for one account in a particular company even though it has activity. I can only get it to return an amount if I type the actual company code into the formula dialog…
  • Sage Intelligence Data Limit Reached in Excel

    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…
  • Sage Intelligence Reporting: Financial Periods/Date

    Hi all, Good day. My company's financial calendar starts from 1 Jul and end on 30 Jun. We have set his up in the FISCAL CALENDAR under COMMON SERVICES. We are creating a report that would use GL data, as well as Sales History from OE. At the…
  • BI Reporting Manager Error

    Hi, i get this error when open BI Report Manager I'm on Sage 2014 PU3 "The function GetDataValue can only service SQL calls that result in a single return value. Please modify the SQL statment accordingly. The SQL statment supplied was : - SELECT…
  • Cashflow Statements

    Is there an example of a Cashflow statement in Intelligence Reporting? I am looking for one and do not see it.