What is the best report to give a list of items sold, say for the last 12 months, from 1 particular vendor? 

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…

Hello

One of the options when running a detailed GL report is to select the PRINT POSTED BY DATE field. This will add two columns to the report that includes the Source Journal and the Posted Date. My question is can I create a report, either by crystal…

Hello,

I was running a view in both BI and SQL for all customers who are tax exempt for company CEN.. when I run both views in BI and SQL I find that there is no data showing up in the TaxExemptno columns  however when I check some of the customers in…

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.

No…

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?

In upgrading office from 2010 to Office 365 reports generated in Sage Intelligence I can only see the data when the document is opened in protected mode. If the document is opened not in protected mode I get a NAME reference error on all the formulas…

Where can I find the information I need to calculate customer aging over time? Usually when I get stuck I can copy something one of my predecessors did, but no one knows of any report like this previously. 

I want to be able to show a sales person, for…

Normally I'm able to hit alt-E-K to eliminate all of the external links and replace with values within a spreadsheet, but no such luck with an Intel report.  What steps am I missing?

Thanks

I have 2 report viewers who in excel don't have the option to drill down when right clicking on a cell. The report manager user however can drill down on the same report. I was told report viewers can drill down. Is there an excel setting that I need…

I'm new to Intelligence reporting. Is there a way to change the presentation order of accounts on the income statement without changing the account numbers?

Thanks,

Chris

I need some help with a form and sub report that we are using to obtain the alias part descriptions for some of our forms.

My issue is that I wish to ignore all the C type (customer type) alias data and only use the G type (general) details. 

The sub report…

Hello working with Sage 100 2019 learning the Business Insight module and discovered I dont have a Reporter folder under Business Insights. When re-running the workstation setup there is no option to install Crystal either, and I find no install files…

Receive "No workbooks Open to Link" when trying to save  an Excel Template

I currently use @GLActual and @GLBudget formulas to pull financial data by GL accounts. Is there a way to add another layer and pull this same type of info for specific job numbers (customers)? Right now it looks like the 3 dimensions the formulas use…

Has anyone ever created a Comparative Financial Statements for multiple years other then just Actual and Prior using Sage Intelligence? 

Request is to be able to print Comparative Financial Statements that cover, for example, the last five years on one…

Hi there,

I am using the ZeroingII Add-In Function to hide zero rows and it works like a charm on one worksheet. However, most of my reports have multiple sheets in the same file. How can I replicate this add-in on all the worksheets? I have tried lots…

I have a client that moved their Sage to Azure. The Subreports in the consolidated report has one of the companies duplicated. Has anyone seen this? Know how to fix?

Thanks,

Is Sage intelligence able to access the PR module?

All modules? or only specific modules as in the sample reports?

Hi,

I run a fire protection company. We started a year ago and have grown to be 55 people and ~$7m of revenue. We use Sage 100. We're starting to need to get into analytics. We have an install and service part to our business and multiple services lines…

The Instances option for Sage Intelligence Reports works well to retain each run copy of a report with a date and time stamp. 

Is it possible to change the default path of the instances directory? 

I'm curious to know if the data coming through the add-in are a live connection to Sage, or just the data that was available when first created the report from the Report Manager in Sage Business Intelligence.

I have a balance sheet report that I…

Does anyone know if in Report Manager you can create 2 types of output files (xls & pdf) run with windows scheduler from one report or do you have to create a copy of the report to be able to do a second report output and schedule it after the 1st one…

Sage v2018 o 2019.

Customer (user specific) will run out a Report Designer Financial Report, makes a small change and tries to perform Save Template.  The process starts and then Excel asks if she wants to save changes to:  reportname1.xlsx.   Regardless…

Is there somewhere to look and find gross profit dollars on a specific invoice?