• How to update Business Insight Dashboard automatically every day

    I start automatic dashboard update yesterday, however our server will reboot every night, then this update stopped, how can I set this auto update run automatic after our server reboot in night.
  • miscellaneous item not calculating commission on sales

    I have a few miscellaneous items that I have the check mark for calculate commission on sales checked, but it is not including them in the Salesperson Commission Report? However, other miscellaneous items, do have the box checked and are calculating in…
  • Sage Intelligence and O365 Cloud

    Does anyone know if Sage is planning on supporting Sage Intelligence with O365 Cloud? I have several clients having issues with not being able to use SI with O365 Cloud and needing to install Excel locally. Thanks!
  • 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…
  • 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.
  • BI Tools Task Scheduler

    Hello, We are attempting to set multiple scheduled tasks into Windows Task Scheduler from BI-Tools. We have generated the scheduled task script and everything seems to run fine when "Run Only when user is logged in" is selected. However, since servers…
  • Unable to read data from the transport connection: net_io_connectionclosed

    I am trying to set up the Distribution Settings and keep getting this error: Unable to read data from the transport connection: net_io_connectionclosed I have tried to use Office365 SMTP settings and also my Yahoo account to test. I get this error…
  • BI tools menus cannot be resized

    Using RDS to use Sage 100/Sage Intelligence. When clicking the BI Tools, manage instructions or select instructions, the window pop up isn't able to be resized and can't see and select what we need. They have it restricted to change the resolution. It…
  • Schedule a Sage Intelligence report to run automatically

    If you want to run a Sage Intelligence report using Task Scheduler I see that the workstation where you create the scheduled task must be turned on at the scheduled time. The workstation I wanted to use probably isn't going to be on so can I setup the…
  • Export Format Business Insights

    I am try to determine if there is a method to change the format of a column to plain text in one of our Business Insight Explorer views. The issue is: our accounts in Sage follow the naming convention "0000.00". Many accounts are similar to: "0215.13…
  • License Manager Question

    I've been tasked with finding out which Sage 100 workstations are currently consuming SI licenses and have a few questions: 1. Is 'Report Viewer' available to ALL Sage 100 workstations (no license required)? 2. When selecting a specific computer …
  • An error occurred trying to create the Reporting Trees folder [\\server\si_repo$\ReportTrees]. The error was: The network path was not found.

    End user has their Sage 100 hosted and they use Sage Intelligence report designer add-in for financial statements including the reporting trees feature. The financial statement report generates fine on the hosted site. It can be saved as excel on the…
  • Sage 100 2019 and Power BI connect via ODBC (DIRECT)

    We have Sage 100c 2019. We use Sage Intelligence that sends reports via Windows Task Scheduler to Power BI Desktop. We use Power BI Cloud that pulls the data. This has been working successfully for a long time. I am testing a DIRECT connection between…
  • Distribution Instruction window the OK button overlaps

    Has anyone run into this on SAGE 100 v2018. The issue is happening on a single workstation (windows 10 64bit, office 365 excel v2016-32 bit) I found a KB on SAGE Intelligence Knowledgebase and Followed the resolution for replacing the Sage.BI.ExcelFunctions…
  • Transferring Sage Intelligence Administrator License from one pc to another.

    How do I transfer the Sage Intelligence Administrator License from one pc to another.
  • Sage Intelligence in a Terminal Server Environment

    I have a client that runs Sage 100 Advanced in a terminal server environment. Does anyone have information on whether there are differences in Environmental Requirements between the workstation and terminal server environment? Thanks, Suzanne.
  • Sage Intelligence message...

    Getting the following message: "All the Sage 100 ERP Intelligence Reporting Workstation licenses are currently assigned to other workstations. Either ask your administrator to obtain more licenses or to un-license an existing workstation." Question…
  • Missing User in Paperless office

    I have one employee that does not show up in paperless office. No matter what module he is in, Purchase order, Inventory, or Sales order, no document shows up in paperless office. This is a big problem as he brings in inventory and we need to track it…
  • drill down trough the tree from the top

    Is there a way to have the drill down work its way through the tree? One level at a time?
  • Oops - a problem.

    When sending & saving copies of reports from SI, this error message appears: Oops A Problem. Index was out of range. Must be non-negative and less than the size of the collection. Parameter name: Index. The reports are sent and saved correctly…
  • How do you point the Report Viewer to a new repository?

    Users of the Report Viewer are not seeing the new report repository that was changed in Report Manager. SI full bundle with Sage 100c Advance v 2016. tia
  • Paperless Office Setup - Journal and register Setup - Sage 100 2015

    When you set up the Journal and register setup for reports it appears that the "all documents" doesn't work..... can anyone explain how this works. For example... in IM I have the "all documents" set to a certain directory with auto create pdf set…
  • Task Pane

    How can I lock the task pane so I can always see the lists, formulas, and trees. I have looked everywhere for this feature. Sometimes it shows up and sometimes it doesn't.
  • Location of Connector and Report Manager files

    Unfortunately, I had to replace my hard drive before I could backup or export my Report Manager reports. I have access to my old hard drive and was wondering if I could copy and paste some files to salvage them. Also, is there a file that holds the location…