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  • Automated Inventory Reports

    Hello, I am looking at sending an automated monthly report to a customer with a list of the items they supply us. If possible, I also wanted to provide a breakdown of any work orders, inventory adjustments, etc against each item. Is this report possible…
  • Inventory Summary vs Group Inventory and services

    I am trying to get a download of inventory ready for our Year End. I have categorized and noticed there are discrepancies in value. Through Reports 1) Inventory and services summary approx. $450.00/Inventory icon same 2) Inventory and services list…
  • RECEIVED PO / MISSING INVOICE #

    Hello, Is there a way to show which PO's that have been received in are missing an invoice? We just switched over from Sage 50 and when the warehouse would receive material in, they would check off the box "waiting on bill". That way I could then just…
  • Is there a way to calculate the commission by item sold?

    Hello, I have a warehouse of items that are are sold by sales reps. I need to compute commission earnings by sales rep; linking customer invoice detail to vendor costs. How can this be done for warehouse items? Thank you in advance. Ellen
  • Inventory Report - Duplicating Items

    I have ran the inventory report multiple times for multiple reasons and have the same issue. When I ran the inventory report and downloaded into excel I am finding that it is duplicating many of the items. I am updating list pricing and am checking for…
  • How to match Inventory (trial balance) amount with Inventory Valuation by Category - SQL statement

    For the past weeks, I have been working on generating a report that will provide the inventory amount per Category and should match it with the Inventory balance per Trial Balance or G/L or Financial reporter. Does anybody built a report on this using…
  • Item Sales Report Sorting

    I need to find a way to generate a report that shows how many times an inventory item was invoiced over a given period of time, and I need to sort it by the Sales Rep on the WO/Invoice. I am working to make sure stock items shipped to one of our locations…
  • Profit Report by Customer

    Is there a way to do a profit report per customer?
  • 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 and Microsoft Excel Tips and Tricks

    Want to learn a few tips on using Excel that relate to reporting with Sage Intelligence? Check out the tips available, all relating to reporting. https://goo.gl/LHYfbe You can sign up now to receive these tips in your email or bookmark the page or both…