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  • Converting F9 v5 reports to Sage Intelligence

    Anyone have any information on how to convert F9 v5 (previously called FRx) reports to Sage Intelligence? I have a client who is faced with upgrading to F9 v6 and I would like to get them over to Sage Intelligence instead. The only information I can…
  • Adding a Project code to Journal

    Hi, We don't have the option in sage to Add the Project code to the Journal Import as this would be very help full for moving stuff from WIP to FAR. We need one additional column to put Project code even if that is only for reference purposes.
  • Export Invoices From Prior Day and Where Sales Order Begins With J

    I need to export invoices that are from yesterday's date and the related Sales Order begins with a J. I am a novice at using Sage Intelligence, but I have some SQL experience. I understand that it's not actually SQL. I'm able to get the below SQL…
  • Sage 50 cloud upgraded to 9.4.1 Intelligence reports giving error #Value and Invalid data

    Upgraded client to 9.4.1. Before all custom reports worked 100% and was written in Report designer Now getting errors about Invalid data. I uninstalled and reinstalled Sage INtelligence, i deleted the database connection and reconnected it. From…
  • Sage Intelligence, upgrading from Sage 100 Advanced to Premium installation or migration process

    Good morning. A few years back when upgrading a client from Sage 100 Advanced to Premium I needed to obtain a special Sage Intelligence installation file to install a version of Report Manager that was made for connecting to SQL rather than the ProvideX…
  • BI Web screen unsupported protocol, the client and server don't support a common SSL protocol version

    On Sage 300 version 2022 product 3, Business Intelligence on web screen (Windows 10 last update server) , we cannot access business intelligence web screen as picture below. Please help us.
  • P&L by Specific Date Range in Sage Intelligence

    Hello, I'm looking to create an Income Statement by a specific date range. There was a previous post of an individual stating they wanted to do the same thing and the response was that it could be done, but that you had to have Report Designer. …
  • 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…
  • Sage Intelligence: Report Designer licensed required when running report on Office 365

    Problem: When running the report in excel there are no values instead the error Report Designer licensed required appeared in the worksheet. this issue is on O365. Cause: There are missing components to ensure Sage Intelligence runs without issues…
  • Restricting a column on reporting only a specific date instead of an entire period

    I'm hitting a wall. My client wants a column in Sage Intelligence to pull only total of net activity for a specific day instead of a period. It has to do with accruals. They don't want to enter accrual journal entries. They want to keep the expenses dated…
  • Report Designer Add In only populates if Sage run as admin

    I have an usual situation where I'm trying to setup Sage Intelligence on a new workstation and I have all the proper permissions set on the BI folders, the program data folder and the registry for the excel add in. There's multiple reports that use the…
  • Sage Intelligence question regarding Sage 100 Premium upgrade- Why can't I just point to the new repository?

    I am upgrading a client from Sage 100 2018 Premium with a complex Sage Intelligence install to Sage 100 2021 Premium with no change in Sage Intelligence's version. According to the documentation and a support call, I need to do a clean install of the…
  • Request Server (WEB) License

    Would anyone be able to explain what the Request Server (WEB) License is and why it has a count in there in license manager for some installs and not others? Thanks.
  • Sage Intelligence: Financial Report only prints for Current Year else it give #NAME Error for previous Years

    Dear Team, I am trying to print Financial Report and it only gives values for current year rest for previous year #NAME Error comes on the excel as result. your expertise are required. Thanking you, Murtaza Modi
  • Is Sage Intelligence 2015 and Microsoft 365 compatible?

    I'm running Sage 100 Premium 2020 version 6.2, and have Sage 100 Premium Intelligence 2015 installed. Our IT department installed office 365 yesterday, and now I'm getting an error message in excel about the BI extension. No values in cells in my intelligence…
  • Automate Customer account

    Hi All, We are a small UK SME running Sage one/accounting, and i am looking to automate a lot of our account setups and would like to know if anyone else has been successful. an example would be, I would like to send a new client a digital account…
  • 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: Error in the pervasive.SQL layer

    Keep getting this error when tryin to open the IFRS management pack from Sage 50c. Have tried different versions of pervasive v10 and v13 both give the same issue.
  • Sage 300 SIRC stuck on welcome page

    Problem: After clicking on the SIRC icon in Web Screen and accepting all the pop-up the window does not open and get stuck on the welcome page. Cause: The issue is found if you have made changes ONLY to allow ADMIN access in the ...\Sage300\Online…
  • Sage Intelligence Report Designer

    Good day Team I'm fairly new to writing Sage Intelligence Reporting, It seems like Sage Intelligence have default Account Grouping, How can i add or change those groupings or can i use the grouping that i added GL Group Codes ? I need to ignore…
  • BUDGET ON OPTIONAL FIELDS

    As per my understanding Sage 300 budget linked to Account code (on GL). How can I handle objective based budget? Objectives are like optional fields: Eg: Acccount 1010 : Allowances Objective 1: budget $100k Objective 2: budget $200k