• AR Aged Invoice Report

    Hello, I'm just trying to set up auto delivery for this report but it looks like it is only available in the stock Crystal Report form. Does anyone know if it's available in Sage Intelligence or if there is a way to convert Crystal Report reports to Sage…
  • 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…
  • 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?
  • 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…
  • 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…
  • 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?
  • Report Designer

    I'm new to Sage 100 and I'm just trying to get an Income Statement and Balance Sheet into Excel. I'm using the free license to Sage Intelligence. I thought I could use Sage Intelligence but when I try to run the Financial Report designer, it tells me…
  • 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?
  • 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…
  • Use a calculated report as base for multiple reports with additional filters

    I have a customer that updates up to 2500 invoices in a day. I have created a report that pulls all the necessary header and line detail information to produce several pivot reports. Is there a way to now use this report (so it does not have to be…
  • 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…
  • Invalid data - out of present range.

    I'm working with the Intelligence add-in in Sage 100 2015. Excel 2013. Working from one computer designing the financial template. However, when I switch over to the computer that will be the final user and run the template, I get some weird effects…
  • Out of Memory Error Generating a Sage Intelligence Report

    Get an out of memory error running a Sage Intelligence report off AR History detail created in the Connector. This would generate a Pivot Table. I have it filtered to limit to a date range, for example one month. While the detail would be 251,000 rows…
  • 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…