• Error occurred during email publish in distribution instruction [instruction name]: Object reference not set to an instance of an object.

    I have a client that is getting the following error when they try and send a sage intelligence report via email. Has anyone encountered this issue and been able to resolve? Thanks
  • 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…
  • Sage Intelligence - Sales report copied now it says 'The function GetDataValue can only service SQL calls that result in a single return value'

    Hello, I'm using an SQL version of Sage, and use Sage 100 Premium. I'm having an issue with a report in Sage Intelligence. I have a copy of the Sales, Customer Sales report that I had copied into another folder. When I try to click on it, it immediately…
  • Sage Intelligence duplicating data single table

    On Sage 100 Advanced 2021 sp5. I created a container with only the AR_InvoiceHistoryHeader file. added 4 fields. set the filters to a single date and only Source Journal "SO" the invoices are all duplicated. I tried the same thing on a different…
  • Sage intelligence

    How do I find the location of Sage Intelligence reports of the network?
  • P&L by Specific Date Range in Sage Intelligence

    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. …
  • convert single company GL reports to consolidated company reports

    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?
  • Intelligence Sales Report does not tie to P&L

    When I run a standard Customer Sales report in Intelligence for a month (Nov in this instance) it does not tie to the PL or sales recap report . Intelligence is typically higher than the PL. I can trace it to a specific product line but I don't see anything…
  • Publishing Financial Reports after version 2018

    Good afternoon. It is my understanding that we are no longer able to publish Sage Intelligence financial reports that were generated using the Consol Financial Report Designer using the Distribution Tab in the BITools Ribbon beginning with version…
  • Sage Intelligence Reporting Tree units on separate worksheets

    Has anyone come up with a way to force SMI to generate reporting units to individual worksheets without manually creating a worksheet for each unit? I have a client migrating from FRx and they have a reporting tree with 280+ units. Creating a worksheet…
  • GL Transaction Report

    I cannot get to the Sage Intelligence Reporting. When I click on Report Viewer, it asks for a network repository, and I select a folder but it just keeps asking for the network repository path. My question is 1) How do I get passed this, or 2) Is there…
  • Sage 100 2019 Sage Intelligence Bank Account Number

    Wrote a Positive Pay report using the Intelligence a couple of years ago for a client. The report contains the Bank Account Number from the GL_Bank file. They just upgraded to Sage 100 2019 ran the report and the Bank Account Number is blank. Searched…
  • Sage Intelligence report loses formatting when distributed

    After switching machines, my Sage Intelligence reports are not sending properly. I had been sending the reports to users utilizing the File - Share option in Excel on my old laptop. After switching, when I send through the File - Share option, all users…
  • sage time format / Crystal Report

    Hello, i am trying to create a report, and want to supply the TimeUpdated String(8) field from the IM_PriceCode table. can i create a formula field to convert that Field to a 12 hour time field? if so.. how? Thanks for reading. Peter
  • Generating output file in Report Manager using @Date@ variable

    I have used the @Date@ variable in the file name when generating the output file. It is not working any longer. I've recently updated to Office 2019 and thought that it may be the issue. Has anyone experienced the same?
  • 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…
  • 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…
  • 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…
  • Accounting and financial statements

    If you're looking for an easy introduction to Accounting and Financial statements, take a look at the following set of videos provided by Khan Academy: www.khanacademy.org/.../accounting-and-financial-stateme Then if you'd like to see how this is…
  • New Sage Intelligence Learning Portal

    Hi all. Last week Sage Intelligence released a new Learning Portal, consolidating all of our learning material and providing you with clear and concise learning path for Intelligence Reporting desktop products specific to the level you're at. It includes…
  • Error 462 while attempting to run Sage Intelligence Reports (in Sage 100c 2016)

    I have a client experiencing some errors I have never seen... They are heavy Sage Intelligence users. We just upgraded to Sage 100c 2016 a few weeks ago and since then their Sage Intelligence has been more error prone than I would like... Here is…
  • Can I run Sage Intelligence without launching MAS (Sage 100 2016)?

    Do you know of a way I can launch Sage Intelligence without having to login to MAS? Or are you required to launch it from MAS now? I am coming from FRx and used to just launching that to run my Financial Reports. This is on Sage 100 2016. Thanks, …
  • When I distribute the reports I cannot select the charts, only the worksheets - how do I share the entire workbook?

    Sage Intelligence 2014 My workbook contains charts, yet when I select the distribution instructions, I can only select the data sheets and not the charts. How can I distribute the charts in the workbook?
  • Intelligence Add in 1.2.0 Output to Excel .xls files

    I have a strange occurance where the output file I create is not accessible by a licensed designer workstation. Nor is it accessible by a Viewer licensed workstation. Yet I can open it on my local station in Excel and at least see the numbers, the…
  • Sage Intelligence - GL Detail Transaction Reports

    Would like to contract someone to assist with the creation of the following: 1) Multi-company consolidated GL Detail Report 2) GL Detail Report by department (to be distributed by email to department managers) Contact me at [email protected]