• Can I Use An Excel Intelligence Formula For Job Level Reporting?

    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…
  • 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…
  • Hide Zero Rows - ZeroingII

    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…
  • Duplicate Company Code in Consolidated Report

    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,
  • Modules available to Sage Intelligence

    Is Sage intelligence able to access the PR module? All modules? or only specific modules as in the sample reports?
  • Report Writer - Searching for Consultant

    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…
  • Create custom report

    Hello, First day to Sage 100/Crystal Reporting and have been tasked to find out if there is a way to add a column onto one existing report and that column of information is from a different report. They are in separate modules. Seems it should be an…
  • Is The Report Designer Connection To Sage Live?

    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…
  • One Report Two File Outputs needed

    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…
  • Save Template: Deletes the Template after running report.

    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…
  • GROSS PROFIT ON SPECIFIC INVOICE

    Is there somewhere to look and find gross profit dollars on a specific invoice?
  • Error running out the Financial Report Designer

    I successfully registered Sage Intelligence on a Terminal Server. The client is on v2020 Advanced. Excel 2007 is loaded on the Terminal Server. I can run out the non-financial report designer templates fine. When I try to run out the Financial Report…
  • bi reporting Sage100.... extract the WAC per unit (CMUP)

    BI reporting: where can i extract the CMUP(sorry I am french it is the WAC by unit) ... i need a list of all the article in stock with CMUP ... i cannot find any fields in bi reporting (i can find this info in my product sheet in SAGE)... precision the…
  • Sage Intelligence Reporting

    I am running a report from scratch. I am using the accounts and trying to pull the income statement accounts for the current period. When I do this, it is pulling ytd. (jan + Feb). How do I just pull February? Thanks!!
  • Distribution window not accessible via remote access from a Mac computer

    I have a client who accesses the Sage Intelligence Report Manager via Microsoft Remote Desktop from a Mac. He is accessing Sage 100 Advanced version 2016 remotely. He has no issues with any tasks in Sage 100, but when he generates an Intelligence Report…
  • Task Pane missing on one report but visible on std Report Designer Add-In report

    Client has a report that has been running, now suddenly getting the #VALUE! issue and no task pane. However, if I run the standard default Report Designer Add-In report, the Task Pane is there. Is there something that can be accidentally deleted somewhere…
  • 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…
  • SIR consolidated report recommendations

    A client has 15 Sage 100 companies & 9 Excel spreadsheets. Each spreadsheet has 20 tabs - one for each company plus several for combining different companies. SIR will take about 5 minutes to load. I'm looking for a recommendation as how to structure…
  • SALES REP REPORTS

    Good Morning; I am new to creating reports. I am not sure how to run a report for a sales rep. What they have sold for the month or the years. Please help Thank you
  • cost of goods sold

    any suggestions regarding Cost of Goods sold for sage Intelligence reporting... this is after the fact General Ledger only does not tie to the A/P module. I need to be able to show the beginning inventory balance, plus the purchases, and then deduct the…
  • Consolidated report

    I got a new computer amd my non-concolidated reports are working fine, but my consolidated report is not pulling in the data in the formula fields. It's showing #VALUE!.
  • 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…
  • Sage Intelligence data not showing up for new company

    We have added a new company. When we try to generate our Sage Intelligence reports only the headers appear, the report does not display any data.
  • 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…
  • What connectors (Data Tables) are used in Report Manager?

    How do I tell what connector (data tables) are used on a given report?