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  • Sage 300 Intelligence

    Hi all, I know this is a very specific question but I am using Sage 300 Intelligence and I have consolidated 3 entities into one report (all 3 listed under Database Consolidation List). Within this report I have built financial statements for all 3…
  • 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…
  • Pass through variable "Last full month"

    What is the sql statement needed to get the last full month for a pass-through variable. Scenario is: On the 10th of the month, produce a GL detail report for all activity posted in the prior month. As always thanks in advance for your assistance…
  • Sage Intelligence and O365 Cloud

    Does anyone know if Sage is planning on supporting Sage Intelligence with O365 Cloud? I have several clients having issues with not being able to use SI with O365 Cloud and needing to install Excel locally. Thanks!
  • Sage Intelligence Reporting - Need currency conversion rate in Sales Master Report

    I'm using "Sales master by Customer and Items" report in Sage Intelligence and I need to see the USD currency customers converted to CAD currency amounts. The report displays all USD vs CAD customers in their own currency but would like to have the USD…
  • Sage intelligence add functions

    SI has a function for "GLActual" that nets the debits and credits. Is it possible to add 2 different functions to get the debit and credit separately? the data exists in the actuals currently included sub report.
  • 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?
  • Intelligence stopped refreshing data when changing Period or Year. Any ideas how to fix it?

    Sage intelligence has stopped refreshing when I change the Period or Year. I have formulas linked to a Year and Period so that changing either cell with the Year or Period changes the data to that time frame. It worked fine in a previous report version…
  • Sage 300 Intelligence reporting

    When using Sage 300 webscreens, is there a way to run Intelligence reporting with installing Sage 300 desktop version.
  • Create company parameter for Intelligence report template used across multiple databases

    We have a client that has several hundred companies in Sage 100. They have a report template that they would like to run individually on each of these companies. The customer owns the Connector module. Using the standard Autoconnect connection in…
  • Error Number: [462] BICore

    We are getting this error message on 4 machines (same company) running financials in Sage Intelligence. Error Number: [462] Description: [The remote server machine does not exist or is unavailable] Source: [BICore] The server is running Excel…
  • Sage Intelligence Reporting Cloud retirement notification

    We are reaching out to inform you that Sage will be retiring the Sage Intelligence Reporting Cloud solution for Sage 50cloud and Microsoft 365 on May 3, 2021. To keep in control of your business financials, we have a library of reports available within…
  • Intelligence Sales Report does not tie to P&L

    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…
  • Publishing Financial Reports after version 2018

    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…
  • Sage Intelligence Reporting Webcasts

    Hello to our Sage 100 U.S. members! :) We understand the impact the Coronavirus (COVID-19) is having and how it has and still is affecting your business. We want you to know: we're here to help and as the new year approaches, we would like to take the…
  • Sage Intelligence Filter and Parameter combination - need help

    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…
  • Sage Intelligence Reporting Tree units on separate worksheets

    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…
  • Duplicate account numbers in consolidated report (Accounts S500 1-0)

    Changed a report to pick up 3 of our companies (A,P and C) (Created consolidated connector then exported and imported the report using the consolidated connection) The accounts union report (Accounts S500) is one of the many that are included in it…
  • GL Transaction Report

    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…
  • How does Sage Intelligence decide which Excel to use?

    Hi everyone, I have two Excel versions installed on my computer (Excel 2010 and Excel 365) because I need both for work. When I only had Excel 2010, SI works fine. And then I had Excel 365 installed, SI switched to using Excel 365. This morning, SI…
  • Sage 100 2019 Sage Intelligence Bank Account Number

    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…
  • ODBC Driver for Excel returning NULL values for alphanumeric item codes

    why is the container importing my excel file with blank (NULL) values for items with alpha numeric labels? additionally the columns have switched order? Excel Output Connector Module Sample Run Original Excel FIle Import
  • 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…
  • Is Excel 2019 Perpetual License Supported with Sage Intelligence (Sage 100 v2020)

    We would like to install Excel 2019 perpetual license so Sage Intelligence can be run, however, the Sage Compatibility Matrix lists Excel 2010, 2013, 2016 or o365 Desktop as compatible with Sage Intelligence for Sage 100 version 2020 (6.2). Excel 2019…
  • Sage Intelligence Connector - Adding a duplicate or alias table

    Sage 2019 I created a Data Container. I added a table and would like to add an alias of the same table with a left join. When I attempt to add the table, a message informs me the table has already been added. In Crystal or Access, I am allowed…