• Inventory Valuation report Sort question

    I'm looking for assistance on an Inventory Valuation Report. I'd like the report to sort via valuation. The highest values descending to lowest. I can't export to Excel and sort that way because of serial numbers. Does anyone have ideas on how to…
  • Print SO Line Number on Packing Slip & Invoices on crystarl report

    Hello Everyone, Looking for a little help on how to print the sales order line number on Packing Slips & Invoices. We are finding every time a partial order is shipped the line numbers are renumbered starting at one based on the remaining lines…
  • Sage 100 ERP 2013: How to generate a list of all accounts that have special pricing methods set, like price overrides, price discount amounts, etc.

    Hi everyone, I'm wondering if anyone knows how to generate a list of all customers that have special pricing methods set, including: Cost Markup Amount, Cost Markup %, Price Discount Amount, Price Discount % and Price Override. The one that's chiefly…
  • Allow another user to access custom report in their Report Viewer

    I have created a custom report in Report Manager that I want another user to be able to run in their Report Viewer. How do I share these reports?
  • Sage Intelligence with Excel 2019

    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…
  • BI Tools in Excel Keeps Disappearing

    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…
  • Profit Report by Customer

    Is there a way to do a profit report per customer?
  • 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 Intermediate Report Writing class coming soon

    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.
  • Sage Intelligence – Additional Reports Survey

    At Sage Intelligence, our goal is to make the running of your business easier, so that you have more time to do the things you want to do. One of the ways we do this is by providing you with additional reports that give you actionable business insights…
  • 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…
  • Cost of Goods Report

    I am running a COGS report for the week ending 4/15/16; however, not all of my invoices are coming up. I verified that one particular invoice in question was correctly posted in that time period, and the items are allocated to the correct GL accounts…
  • Business Insights Reporter Wizard Payroll Hang

    I am trying to create a new report through the reporter. When I give the report a name and choose where it will be in the reports it puts me to the next screen where I should select a template (Landscape, Portrait, Shipping Label.) At this point no matter…