• Creating a Parameter and Filter to Only return last 5 years out of 20 years of data in the report - This is a Consolidation Financial Report and has a Standard Report named Fiscal Year

    I Have a Consolidation Report with last 20 years financial data and I want to create a filter so that the report only returns last 5 years of data, I tried including system parameters to the standard report 'Fiscal Year' First but whenever I run that…
  • Are First and Last Names needed for printing or eFiling 1099s?

    I thought I read a post about this, but now I cannot locate one. When we have Vendors with SSNs, like in this ABC Vendor below, we expect the First Name and Last Name fields to be filled out, but they are not: Of course we get this message, which…
  • What connectors (Data Tables) are used in Report Manager?

    How do I tell what connector (data tables) are used on a given report?
  • Silent ODBC on terminal server

    Hi All, I am struggling with this issue. Everything I read says it should work this way but it does not. Client is on Sage 2017 Standard. I created a report that uses a silent connection. It is 64bit and I have set it up as a System DSN. Works fine…
  • New Sally Series

    In a couple of days, we'll be releasing our next installment of the Sally Series, this time focusing on the Connector module and how to define your own data sets for your reports. If you haven't yet checked out the first and second series then why not…
  • 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…
  • Previous Month - Rolling, to be used for automated report delivery

    Currently using Sage 100 2013 and Sage Intelligence 5.0. We have a need to pull previous month transactions from AR_InvoiceHistoryHeader. Would like to filter this data based on the ShipDate. We would also like these report so be distributed automatically…