• 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…
  • Calculate aging over time

    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…
  • Multi-year (beyond Actual and Prior) comparative financial statements

    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…
  • 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…
  • 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?
  • AR- Explore

    Under AR there is an EXPLORE folder. When I choose Customer History Invoices View on my PC , you will see two folders. Open invoices and customer payments folders and it populates data in the grid. when i log into a different users pc and i open the same…
  • 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…
  • 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…
  • Sage Intelligence and Microsoft Excel Tips and Tricks

    Want to learn a few tips on using Excel that relate to reporting with Sage Intelligence? Check out the tips available, all relating to reporting. https://goo.gl/LHYfbe You can sign up now to receive these tips in your email or bookmark the page or both…
  • 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…