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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…

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…

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.

Does a profit and loss report exist in Sage 50? Web search shows it exists in new cloud versions, but I cannot find one for Sage 50 US. If not, does anyone have one I can purchase and import into Sage? I would like the report to include income, cost…

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…

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…

Does anyone know what happened to the Additional Reports for Sage 50 Canadian Intelligence Reporting? It seems only US and Pastel reports are available.

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…

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:

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…

Sage Intelligence has been tested at high level and found that it works with Excel 2019. However, issues may arise from consistent Microsoft updates. In those cases we will determine cause and method for resolving. In one example, a Microsoft update…

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…

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…

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…

Are you ready to start using Sage Intelligence Reporting to create your own reports? The next Intermediate course is scheduled for May 17. Click here for more information. It is recommended that you view the Beginner Anytime Learning topic first.

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…

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…

Sage 300 2014 Intelligence Report getting an sa login failure when attempting to run a report with terminal server. Any ideas? Everything else appears to be working.

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