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  • Full Inventory Inventory List w/filters

    Hello fellow Sagers! Happy Holiday's or Merry Christmas! I need a report that shows all inventory items WITH "Inventory Cycle" and "Active/Inactive" status displayed. I have years of incorrect inventory items/status modifications that were entered and…
  • 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 Dashboard Reports using the “Create Template” option via Excel

    FormerMember
    FormerMember
    Issue: What is the function of the “Create Template” option when Exporting Dashboard Reports via Excel? Resolution: The "Create template" option is used to run an existing report and can pick which columns from the existing report you want to include…
  • 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…