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  • Run and export to Excel the general ledger of all companies at once

    We have several individual companies in SAGE. I would like to export the general ledger detail from each company, at once, into one large excel file. Currently, I go into each company and export the data manually and it is very time consuming. Is…
  • Excel export has hidden columns

    Using Sage CRM 2023 R2 reports are now exporting 'blank' if exported to XLSX. All of the data is in hidden columns. Any ideas?
  • Exporting all Formulas (spreadsheet based) to Excel (specifically level totals).

    Hi, I am trying to export my sage spreadsheet to excel with the stipulation that all relevant cells populate with the spreadsheet formula as it is set up in the sage spreadsheet (i.e. an item's total amount contains a formula that is the sum of all…
  • SAGE random pdf export cannot be opened

    Hello, We are having an issue with exporting reports to a pdf file. Random reports will not open and acrobat gives the message "Adobe Acrobat could not open 'name_of_file.pdf' because it is either not a supported file type or because the file has…
  • How can I export a report as a live Excel file or .csv?

    I want to take different reports and export them as live updating .csv file or other Excel compatible format. For example, there is a report at IC > Reports > On Hand Detail Report. I would like to be able to save a copy of the file locally to open with…
  • Hide Report Excel Export Button

    Does anyone know how to hide the Export to excel function in the reports? Thanks, Anthony
  • Exporting reports to excel - extra lines added and footer showing up in the middle?

    When I export a report to excel, if the details of the report are not very long then the footer of the Report Form shows up in the middle of the data and overwrites the line. If there is a lot of data, then I get three blank lines in the middle of the…
  • Formulas to pull out First name & Middle Initial separately

    I am looking for a formula (in Report Designer) to pull out the first name & another to pull out the middle initial. I know it's fairly easy to do in Crystal. However, I'm trying to avoid completely re-writing this report. Any & all help is greatly…
  • 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…
  • Sage 50 2016 Export to csv or open in excel data is not numeric

    I'm using Excel 2016, and just upgraded to Sage 50 Pro Accounting 2016 because the Sage sales guy said that it was compatible with Excel 2016. However, when doing "Open in Excel", it only shows the option of Excel 97 - 2007. After saving this .xls file…