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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…
  • 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…
  • 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?
  • 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…
  • 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.
  • 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…
  • 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…
  • 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:
  • BI Tools in Excel Keeps Disappearing

    I need BI Tools menu in Excel to export reports. It keeps disappearing from the tabs at the top. If it goes away, I have to reboot my whole computer to get it going again. Any help would be much appreciated. There are no warnings or dialogs that pop up…
  • Sage 300 Intelligence Reporting module :- Run-time error '13':Type Mismatch

    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…
  • 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…
  • Cashflow Statements

    Is there an example of a Cashflow statement in Intelligence Reporting? I am looking for one and do not see it.
  • 65K row limit

    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?